Letters by company

Hexagon AB ADR

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

O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2026 O'Keefe Stevens bought Octave Intelligence following its Hexagon spin-off, arguing forced selling, fragmented listings and underappreciated cross-selling created an attractive entry point. The firm sold M&T Bank at fair value, retained Corning through AI-infrastructure volatility, and continues to hold Perrigo despite leverage and management uncertainty. Q3 2026 OCTV $5.8BAMZN $2.7TCALY $2.7B