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Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Second Chapter of the American Dream Written by: Grace Stolberg One […]
Get Your Affairs in Order The Gift of Clarity for the People […]
ESOPs vs. ESPPs: Understanding the Difference and Benefits Written by: Grace Stolberg […]
Quarterly Investor Letter Q1 2026 April 27, 2026 Cash Is a Position […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
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Annuities: The Real Cost of a ‘Guaranteed’ Income Stream Written by Grace […]
Quarterly Investor Letter Q4 2025 January 30, 2026 As we close out […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2025 October 15, 2025 A Quarter of Change […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2025 August 6, 2025 Market Outlook Despair to […]
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 Quarterly Investor Letter Q1 2025 I’ll Leave The Political […]
2025 Tax Essentials: Key Dates, Details, and Limitations Disclaimer: Advisory services offered […]
Quarterly Investor Letter Q4 2024 January 27, 2025 2024 was an eventful […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
State of O’Keefe Stevens Advisory: Q3 2024 Update State of O’Keefe Stevens […]
Quarterly Investor Letter Q3 2024 October 14, 2024 Mistakes Happen – Time […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes […]
The Value Connection – Q3 2024 Celebrating Independence and Financial Freedom As […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q1 2024 ANNUAL LETTER TO CLIENTS ​​​Greetings from […]
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q4 2023 Please click the button below to […]
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q3 2023 Please click the button below to […]
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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.
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
The Value Connection – Q2 2023 Please click the button below to […]
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 […]
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This […]
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q3 2022 Quarterly Investor Letter Q3 2022 Author: Dominick […]
The Value Connection – Q4 2022 Update From Your Advisors Today, more […]
Our Investment Beliefs Belief #1: Consider risk.Considering the downside of an investment […]
Quarterly Investor Letter Q2 2022 Quarterly Investor Letter Q2 2022 Author: Dominick […]
Summary of Other Holdings Kimco Realty (KIM)Kimco is a real estate investment […]
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Quarterly Investor Letter Q1 2022 Author: Dominick D’Angelo Recent Thoughts – Management […]
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Summary of Our Top 10 Holdings #1: Nvidia (Ticker: NVDA)Invention of the […]
Quarterly Investor Letter Q4 2021 Quarterly Investor Letter Q4 2021 Author: Dominick […]
The Value Connection – Q1 2022 The Value Connection – Q1 2022 […]
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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