Letters by company
Corning INC
4 letters discussing GLW. Everything written about it on this site is on its ticker page.
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 O'Keefe Stevens Advisory warns that AI-related capital spending and crypto speculation require valuation discipline, using Corning’s dot-com history to frame the risk. The portfolio exited Donnelley Financial, Lazard and Capstone Copper, initiated Topgolf Callaway Brands, and retained Compass Minerals after a Goderich mine visit. Q3 2025 — GLW $131BCMP $1BCSCCY $13BDFIN $1.2B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 O'Keefe Stevens Advisory initiated Sotera Health after Warburg Pincus exited, arguing that its sterilization duopoly, regulatory barriers and normalizing capital spending can outweigh litigation concerns. The portfolio trimmed and hedged Qualcomm and Corning, retained substantial cash, and sees potential bargains outside crowded AI infrastructure trades. Q2 2026 — SHC $5.6BCALY $2.8BGLW $131BHCC $5.6B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Artisan Global Opportunities Fund trimmed AMD and Lam Research after valuation gains, reduced Insmed and defense holdings, and initiated GE Aerospace, Corning, STMicroelectronics and Robinhood. The portfolio favors AI infrastructure franchises while seeking earlier-stage opportunities in health care and consumer internet, with valuation discipline guiding position sizes. Q2 2026 +12.4% AMD $773BAS $18BBAESF $89BCOR $61B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 O'Keefe Stevens Advisory built cash after selling Alibaba, Fannie Mae common, Mercedes-Benz and Tri Pointe Homes, while initiating Baxter and adding to Perrigo and Weyerhaeuser. The firm argues that elevated AI-related spending and stretched valuations warrant selective underwriting, with Baxter’s deleveraging and Perrigo’s restructuring offering security-specific catalysts. Q1 2026 — BAX $14BPRGO $1.9BBABA $290BCALY $2.8B
