O’keefe Stevens Advisory, an investment advisory firm, released its third-quarter 2024 investor letter. In the Q3 letter, O'Keefe Stevens discussed its investment in Graftech (EAF). The firm admits that its investment thesis for the company was wrong and that the near-term viability of the business is in question. Even though this kind of loss is difficult, the firm hopes that the lessons learned will help avoid similar ventures in the future. For more information on the fund’s top picks in 2024, please check its top five holdings.
A copy of O’keefe Stevens Advisory’s Q3 2024...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.