April 25, 2024 A Welcome Surprise After discussing Graftech’s (EAF) challenges throughout 2022 and 2023, Groundhog Day came early in […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Please click the button below to download a PDF of the most recent newsletter. Wrapping up 2023 Financial Updates Each […]
Author: Dominick D’Angelo The End of an EraLike the Undertaker’s undefeated streak at Wrestlemania (21-0 when he lost to Brock […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]
Please click the button below to download a PDF of the most recent newsletter. TEAM UPDATES AND COMMUNICATIONS Attentive subscribers […]
Quarterly Investor Letter Q1 2023 Author: Dominick D’Angelo Banking – A Commodity Business Without the Upside Not surprisingly, our focus […]
Our Investment Beliefs Belief #1: Consider risk. Considering the downside of an investment is simply the most important thing an […]

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