O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q4
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q4
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q3
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q3
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Nvidia logo over a teal digital data background
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.
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q2
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q2
The Value Connection – Q2 2023 Please click the button below to download a PDF of the most recent newsletter. […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2023 Q1
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
O'Keefe Stevens Advisory Value Connection Newsletter cover, 2023 Q1
The Value Connection – Q1 2023 PERSPECTIVE FOR THE NEW YEAR This is the start of the tenth year of […]
O'Keefe Stevens Advisory Quarterly Investor Letter cover, 2022 Q4
Quarterly Investor Letter Q4 2022 Quarterly Investor Letter Q4 2022 Author: Dominick D’Angelo Lessons From 2022 The market and our […]

Check Your Retirement Readiness in Under 3 Minutes.

Start your journey to financial peace of mind with instant clarity.