Raging Capital Ventures on X
Amkor at roughly $46 offers a 3 to 4 year setup built on scale, new capacity and advanced packaging demand, despite weak margins, ROIC and capital intensity.
NYSE
Corning INC
GLW
2 articles
$131B Market cap · 2026-08-20
Raging Capital Ventures on X
Despite my past skepticism, $GLW around its current $125 per share ($110 b cap) actually seems fairly compelling given the company’s scale, leading market position, and multi-year growth ramp.
Investor Letters
Letters that discuss GLW.
- O'Keefe Stevens Advisory Quarterly Investor Letter Q3 2025 Q3 2025 — GLW $131BCMP $1BCSCCY $13BDFIN $1.2B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q2 2026 Q2 2026 — SHC $5.6BCALY $2.8BGLW $131BHCC $5.6B
- Artisan Partners Artisan Global Opportunities Fund Quarterly Commentary Q2 2026 +12.4% AMD $773BAS $18BBAESF $89BCOR $61B
- O'Keefe Stevens Advisory Quarterly Investor Letter Q1 2026 Q1 2026 — BAX $14BPRGO $1.9BBABA $290BCALY $2.8B
