O’Keefe Stevens Advisory Q1 2024 Investor Letter
Uwe Krejci/DigitalVision via Getty Images A Welcome Surprise After discussing GrafTech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in 2024, with the stock declining 39% in January. The selloff likely stems from indiscriminate selling by Brookfield Asset Management and shares distributed by BAM due to the fund ending. We were again left…
