Letters by company

Qualcomm INC

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

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