O'Keefe Stevens' Thoughts on Seaport Entertainment Group (SEG) [Yahoo! Finance]
GrafTech International Ltd. (EAF)
Last graftech international ltd. earnings: 2/6 06:45 am
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Source: Yahoo! Finance
A copy of the letter can be downloaded here . 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. O'keefe Stevens Advisory highlighted stocks like Seaport Entertainment Group Inc. (AMEX: SEG ), in the third quarter 2024 investor letter. Seaport Entertainment Group Inc. (AMEX:SEG) develops, owns, and operates a portfolio of entertainment and real estate assets. The one-month return of Seaport Entertainment Group Inc. (AMEX:SEG) was 15.50%. On October 14, 2024, Seaport Entertainment Group Inc. (AMEX:SEG) stock closed at $30.57 per share with a market capitalization of $196.046 million. O'keefe Stevens Adviso
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