O’keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2024 investor letter. 2024 was an eventful year for the fund, and its largest position, Nvidia (NVDA), grew over 170% as business remained robust. The 2024 results were satisfactory, with Nvidia and Fannie Mae (FNMA & FNMAS) showing positive performance, while Warner Brothers Discovery (WBD), Graftech (EAF), and GreenFirst Forest Products (ICLTF) significantly underperformed. In addition, please check the top 5 holdings of the strategy to know its best pick in 2024.
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