Who am I? and a quick note about O'Keefe Stevens Advisory
Hey there! I’m Dominick D'Angelo, CFA, the Director of Research at O'Keefe Stevens Advisory.
I aim to publish 2-3 ideas per quarter while posting updated notes on previously researched ideas when material events occur (earnings, M&A). I published several ideas on Seeking Alpha and SumZero and will start by updating them.
I plan on publishing my models alongside my ideas. Feel free to manipulate them as you see fit! I aim to discuss ideas and foster relationships with others in the industry.
I am a generalist and typically focus on smaller cap ideas, though I sometimes post about larger ones. I enjoy the thrill of being one of the few analysts to cover a name. If you want to learn a little about me and my work, you can find my appearance on the Equity Mates podcast here.
O’Keefe Stevens Advisory (OSA)
We are a $350m+ RIA located in Rochester, NY. Justin Stevens and Peter O’Keefe founded the firm in 2017 (April Fools Day). We are one of the few actively managed investment firms focusing on financial planning. Our goal is for clients to live a happy and fulfilling retirement, helping them attain donation, giving, and wealth transfer goals.
https://www.okeefestevens.com/
Why “The Lion’s Roar?”
Tiger Woods is the greatest golfer of all time. When he made a late Sunday charge, with thousands of fans around him, a loud roar would erupt when he hit a big shot called “The Tiger Roar.” The play on words comes from the O'Keefe Stevens lion logo. If you don’t know about the Tiger Roar, watch the first 20 seconds of this video and you’ll know exactly what I mean.