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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 Check Earnings Report
PDF 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 fo [Read more]