January 30, 2026 As we close out 2025, I want to reflect on what drove results across the portfolio, where […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
October 15, 2025 A Quarter of Change Exuberant markets and rising speculation defined the third quarter of 2025. Major U.S. […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
August 6, 2025 Market Outlook Despair to euphoria. Although Liberation Day was a mere three months ago, it already feels […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
April 25, 2025 I’ll Leave The Political Commentary for Others As I write this letter, I find myself questioning the […]
Disclaimer: Advisory services offered through O’Keefe Stevens Advisory, an investment adviser registered with the U.S. Securities & Exchange Commission. Fact […]
January 27, 2025 2024 was an eventful year, with our largest position, Nvidia (NVDA), appreciating over 170% as business remained […]
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