O’Keefe Stevens Advisory Recognized by Inc. Magazine in the 2024 Inc 5000 Rochester, NY – August 6, 2024 – O’Keefe […]
Quarterly Investor Letter Q2 2024 July 19, 2024 Market Outlook Continued hopes of near-term rate cuts drove a 3.9% gain […]
Article Feature: Dominick D’Angelo in the Real Deal O’Keefe Stevens Advisory’s Director of Research, Dominick D’Angelo, CFA®, was recently featured […]
RIA Collective Podcast: Blueprint for Independence with Justin Stevens In this compelling episode of RA Collective, host Charlie Van Derven […]
April 25, 2024 Quarterly Investor Letter Q1 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, […]
Quarterly Investor Letter Q4 2023 January 24th, 2024 2023 was an eventful year, with our largest position, Nvidia (NVDA), appreciating […]
The Value Connection – Q4 2023 Please click the button below to download a PDF of the most recent newsletter. […]
Quarterly Investor Letter Q3 2023 Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 […]
The Value Connection – Q3 2023 Please click the button below to download a PDF of the most recent newsletter. […]
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.
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