Eagle Point Capital

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Summary

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Content

Eagle Point Capital

A Turnaround That Actually Turned for 6x Free Cash Flow

July 19, 2025, 10:03 a.m.

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Eagle Point Capital

How We Think Like Private Buyers

July 5, 2025, 10 a.m.

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Eagle Point Capital

Reading Roundup: April & May 2025

June 28, 2025, 10:02 a.m.

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Eagle Point Capital

The Intellectual Investor Conference (ValueX Vail) 2025 Presentations

June 14, 2025, 12:02 p.m.

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Eagle Point Capital

A Large-Cap Swiss Luxury Net-Net

June 7, 2025, 11:02 a.m.

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Eagle Point Capital

Notes From Citizens Bancshares' Annual Meeting

May 31, 2025, 11:02 a.m.

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Eagle Point Capital

IGT Update

May 24, 2025, 10:28 a.m.

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Eagle Point Capital

EPC's Spring Investor Letter

May 17, 2025, 10:02 a.m.

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Eagle Point Capital

Reading Roundup: March 2025

May 10, 2025, 10:02 a.m.

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Resilience

April 26, 2025, 11 a.m.

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Eagle Point Capital

How We Prepare for Anything, but Nothing in Particular

April 19, 2025, 10 a.m.

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Eagle Point Capital

A Cheap Bank With a Fortress Balance Sheet

April 12, 2025, 11:03 a.m.

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Eagle Point Capital

Independent Thinking (An Excerpt From Our Recent Letter)

April 5, 2025, 11:02 a.m.

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Eagle Point Capital

McKesson (Excerpt From Our Upcoming Letter)

March 22, 2025, 11:01 a.m.

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Eagle Point Capital

Reading Roundup: February 2025

March 15, 2025, 10:02 a.m.

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Eagle Point Capital

A Private Credit Fund With Equity-Like Returns

March 1, 2025, 11:03 a.m.

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Eagle Point Capital

A Cheap Special Situation With Multiple Catalysts

Feb. 8, 2025, 11:01 a.m.

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Eagle Point Capital

Reading Roundup: December 2024

Feb. 1, 2025, 12:02 p.m.

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Eagle Point Capital

A Growing QSR Royalty With A 9% Shareholder Yield

Jan. 25, 2025, 12:02 p.m.

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Eagle Point Capital

What Are You Buying When You Buy The S&P 500?

Jan. 11, 2025, 11:01 a.m.

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Eagle Point Capital

Reading Roundup: November 2024

Dec. 21, 2024, 11:01 a.m.

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Eagle Point Capital

What Does Li Lu See in a Pre-Revenue SPAC?

Dec. 14, 2024, 11 a.m.

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Eagle Point Capital

Podcast Appearance On The Stansberry Investor Hour

Dec. 7, 2024, 12:01 p.m.

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Eagle Point Capital

Six Quick Stock Ideas From The Latest Round Of 13Fs

Nov. 30, 2024, 12:01 p.m.

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Eagle Point Capital

Reading Roundup: October 2024

Nov. 23, 2024, noon

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