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    • Who Stands to Gain from a TikTok Ban

      Who Stands to Gain from a TikTok Ban

      New York Times· 4 days ago

      The Senate has finally passed a law that could bar the video-sharing app in the U.S., leaving some tech giants in pole position to profit — or pounce....

    • O'Keefe Stevens Advisory Q1 2024 Investor Letter

      Seeking Alpha· 2 days ago

      After discussing GrafTech's challenges throughout 2022 and 2023, Groundhog Day came early in 2024, with the stock declining 39% in January. During the quarter, BGC Group announced several milestones and key elements of our thesis.