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.
Quarterly Investor Letter Q2 2023 Author: Dominick D’Angelo Same Story, Different Year Tech dominated the first half of 2023, with […]
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