@DomInvests42

Director of Research at O’Keefe Stevens Advisory Substack: https://xitter.cf/t.co/SkPeA1ADBn Disclosure: https://xitter.cf/t.co/vMJlnRo4xM

 Rochester, NY
okeefestevens.com/
Joined April 2022
  • Tweets2K
  • Following407
  • Followers1.4K
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Dominick D’Angelo retweeted
David Maginn
@macwalter_Aug 23
Put Ox Alpha in knute for the week! Knute is free for the rest of the week! knute.ai

Knute: an AI that manages a fantasy team

Knute is an AI that manages a fantasy team. Every morning it reads the injuries and the matchups, sets the lineup, and works the waiver wire, in the league you already play in. You decide how much it...

knute.ai
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Dominick D’Angelo retweeted
David Maginn
@macwalter_Aug 19
Sharing Knute - an AI agent that manages your fantasy football team. Was a fun side project and learned a ton building it. Will share more about how it all came together. Would love if you tried it out! All feedback is appreciated! knute.ai

Knute: an AI that manages a fantasy team

Knute is an AI that manages a fantasy team. Every morning it reads the injuries and the matchups, sets the lineup, and works the waiver wire, in the league you already play in. You decide how much it...

knute.ai
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Dominick D’Angelo retweeted
Rich Howe
@stockspinoffssAug 4
First meet up scheduled: 6pm on 8/13 at Trillium (Canton, MA). Shoot me a DM if you can make it. Should be fun!
Rich Howe
@stockspinoffssJul 1
thinking of setting up an in person meet up (boston suburbs) to discuss special sits. let me know if you would be interested in joining.
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Dominick D’Angelo retweeted
Rich Howe@RichHoweBostonMay 21
does anyone know someone at @x who can help? Please retweet for visibility @MinotLightCap @InsideArbitrage @OSA_Rochester about a month ago, my account @stockspinoffss got hacked and I've been trying for a month to get it back. I have proof in my original email that:
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Nothing like talking stocks for 3 straight days at Berkshire. Had a great time with @stockspinoffss, @OSA_Rochester, @mac003_c, @NicodemusCap, @TMoodyInvest, and @AsifSuria, amongst others.
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Dominick D’Angelo retweeted
David Maginn
@macwalter_Feb 25

Every AI Agent Is an Innie

Article · @macwalter_
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Dominick D’Angelo retweeted
Rich Howe
@stockspinoffssFeb 24
Looking forward to presenting to the CFA Society of Rochester tomorrow. Hope to see you there! cfarochester.cfasocietyevent…
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Dominick D’Angelo retweeted
David Maginn
@macwalter_Jan 28
Told shortcut to do agenetic deep research, added a few sell-side reports, and built a valuation model mimicking how I’ve built them Institutionally for years. It even made a full investment deck and research directive. @tryshortcutai is unreal
nico
@nicochristieJan 28
Introducing Shortcut v0.6 We released the first Excel AI agent 7 months ago and created a tidal wave Watch 4 messy, real-world examples that no other agent can do accurately The difference between a demo, and a product that top spreadsheet users at 1000's of companies love
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Dominick D’Angelo retweeted
David Maginn
@macwalter_Jan 19
We used @tryshortcutai new skills feature to update the quarterly financials for $EAF. Spoiler: it worked perfectly! Check out the video below @OSA_Rochester @nicochristie @Fundamental @tryshortcutai
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Dominick D’Angelo retweeted
David Maginn
@macwalter_22 Dec 2025
Takeaways - top 1% of messages sent and started using @ChatGPTapp before 99.7% of users #2025wrapped #ChatGPT #chatgptwrapped #wrapped
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Dominick D’Angelo retweeted
David Maginn
@macwalter_19 Dec 2025
This is interesting. GitHub is one of $MSFT superpowers. Doesn’t matter what IDE you use, what LLM or Agent you use, most repositories are stored on GitHub - creating a clear data advantage. Will be looking into Graphite and will post a follow up on my thoughts.
Gergely Orosz
@GergelyOrosz19 Dec 2025
I'm telling you: GitHub's biggest competitor will soon be Cursor Cursor playing chess, everyone else busy with checkers (disclaimer: I am [was?] an investor in Graphite. Clearly the best AI code review + stacked diffs + PR workflow team and amazing team!)
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Dominick D’Angelo retweeted
Asif Suria
@AsifSuria5 Dec 2025
Got a chance to listen to this conversation between @stockspinoffss and really liked how Dom broke down various aspects of the business! Looking forward to seeing the buybacks as Dom expects. We saw insider buying in $MODG in June and briefly wrote about it here:
Dominick D’Angelo
@DomInvests424 Dec 2025
Really enjoyed chatting with @stockspinoffss about Topgolf, Callaway, and $MODG. We dug into the Topgolf sale, capital structure, what the 40% stake really represents, and how the core golf business looks from here. Always fun to talk golf and investing at the same time. podcasts.apple.com/us/podcas…

14. Dominick D'Angelo on TopGolf Callaway (MODG)

Podcast Episode · Stock Spin-off Investing Podcast · December 3, 2025 · 49m

podcasts.apple.com
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Dominick D’Angelo retweeted
Rich Howe
@stockspinoffss20 Nov 2025
Next week, I'm talking $MODG with @OSA_Rochester on my podcast. Any questions for Dom?
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Dominick D’Angelo retweeted
Elevator Pitches
@eIevatorpitches6 May 2025
Why is a salt company on our radar? Compass Minerals ($CMP) is more than just salt—it's a turnaround story with significant upside. Here's why investors are taking notice:
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Added 39 new stock pitches to the website (pt 1): @DavidDiranko (quick overviews) - $SDG.PA, $DIS.MI, $TGHN.DE, $PIA.MI, $TH @ditlevfriis - $ASML @OSA_Rochester - $CMP @KylerJohnson411 - $MEI (Cooper Standard is better) @ValuingDutchman - $EXO.AS @SnowsofNebraska - $NATL
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Dominick D’Angelo retweeted
Dominick D’Angelo
@DomInvests4230 Mar 2025
My post on Compass Minerals (Ticker: CMP) is up! I am relatively new to the salt industry, so any feedback/pushback is appreciated. open.substack.com/pub/domini…
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Dominick D’Angelo retweeted
Luis V. Sanchez@LuisVSanchez77726 Mar 2025
Excited to announce that LVS Advisory is looking for an Investment Analyst Intern for a role that we hope will convert to a full-time job upon graduation.
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Dominick D’Angelo retweeted
TMT Breakout
@TMTBreakout9 Mar 2025
🥳TMT Breakout reached 1,000 Paying subs Today🥳 In celebration, we are giving away 3 Pro Tier subs ($1.5k each) to 3 people who quote or retweet this post. We're also removing the paywall from our weekend post: Tactical Bounce? What Tech Stocks to Buy tmtbreakout.com/p/tmtb-weekl…
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Added 40 new stock pitches to the website (pt 2): @InflexioSearch (holding updates) - $BRAG, $JAKK, $THRY @everyonehatesp1 - $ONIT @OSA_Rochester (3 interesting setups) - $BLKB, $EAF, $PZZA @Decipherintl - $1523.HK @k_ristovski - $FVRR (pass)
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Dominick D’Angelo retweeted
HF Best Ideas
@StockCompil8 Feb 2025
O'Keefe Stevens on Beyond $BYON US Thesis: Beyond’s asset-light model, strategic partnerships, and undervalued investments position it for significant growth and operational leverage (Extract from their Q4 letter)
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