Letters by company

PERRIGO Co plc

2 letters discussing PRGO. Everything written about it on this site is on its ticker page.

O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2024 O'Keefe Stevens initiated Alibaba and Perrigo, arguing that Alibaba's cash generation and China market position outweigh geopolitical and competitive risks, while Perrigo can recover from infant-formula disruption through a relaunch, cost savings and Opill. Qualcomm and Corning were retained as AI beneficiaries, although the firm questioned the durability of hyperscaler capital spending. Q2 2024 BABA $270BPRGO $2BGLW $136B
O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 O'Keefe Stevens Advisory kept cash as its largest position, sold Alibaba and Tri Pointe Homes, and trimmed Corning as valuations and AI spending risks widened. The firm initiated Baxter, added to Perrigo and Weyerhaeuser, and argues that security-specific dislocations, rather than macro calls, should govern redeployment. Q1 2026 BABA $270BBAX $13BCALY $2.5B