Letters by company

Blackbaud INC

1 letter discussing BLKB. Everything written about it on this site is on its ticker page.

O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2024 Graftech remains a core activist situation, with O'Keefe Stevens backing Nilesh Undavia for the board and arguing that shareholder accountability can improve a business facing operational setbacks. The portfolio initiated AerCap, retained BGC Group ahead of the FMX launch, and identified research opportunities in eXp Realty, Roku and Blackbaud. Q1 2024 EAF $171MBGC $5.8BBLKB $2.1B