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Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
October 15, 2025 A Quarter of Change Exuberant markets and rising speculation […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
April 25, 2025 I’ll Leave The Political Commentary for Others As I […]
Disclaimer: Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered […]
January 27, 2025 2024 was an eventful year, with our largest position, […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
State of O’Keefe Stevens Advisory: Q3 2024 Update Written by Justin Stevens […]
October 14, 2024 Mistakes Happen – Time for An Honest Discussion A […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Rochester, NY – August 21, 2024 – O’Keefe Stevens Advisory, a leading […]
O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 […]
July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove […]
Celebrating Independence and Financial Freedom As you gather with family and friends […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured […]
April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
ANNUAL LETTER TO CLIENTS Greetings from Rochester. We hope you are off […]
January 24th, 2024 2023 was an eventful year, with our largest position, […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
I spent the month of July putting together my thoughts on our largest portfolio holding, Nvidia. As an owner of this business, I think it would be well worth the time to read this document to better understand our position and our team's thinking about how to proceed.
Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2022 Author: Dominick D’Angelo What a Difference a […]
Update From Your Advisors Today, more than usual, people are asking questions. […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2022 Author: Dominick D’Angelo Follow Up – Management […]
Summary of Other Holdings Kimco Realty (KIM)Kimco is a real estate investment […]
Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management […]
Quarterly Investor Letter Q4 2021 Author: Dominick D’Angelo Portfolio Update Teekay LNG […]
The Value Connection – Q1 2022 Team Updates Congratulations are in order! […]
OSA Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q4 2021 Team Updates Despite what you might […]
The Value Connection – Q3 2021 Team Updates Adam and Whitney Deutsch […]
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