Eagle Point Capital

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Content

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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A Private Credit Fund With Equity-Like Returns

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

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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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Eagle Point Capital

EPC's Fall 2024 Investor Letter

Nov. 16, 2024, 11:01 a.m.

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Eagle Point Capital

Is Buffett Bearish?

Nov. 9, 2024, 12:01 p.m.

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Eagle Point Capital

Comparing Retailer Moats

Nov. 2, 2024, 10:01 a.m.

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Eagle Point Capital

British American Tobacco's Capital Markets Day And A Nicotine Industry Update

Oct. 26, 2024, 11:02 a.m.

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Eagle Point Capital

Reading Roundup: September 2024

Oct. 19, 2024, 11:01 a.m.

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Eagle Point Capital

A Cyclical Cannibal (Premium Post)

Oct. 12, 2024, 10:02 a.m.

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Eagle Point Capital

Minimizing Type 1 Errors (Excerpt From Our Latest Letter): The following is an excerpt from our fall 2024 investor letter.

Oct. 5, 2024, 10:02 a.m.

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Eagle Point Capital

Principles of Investing: NAHB Presentation: Welcome to our new readers and thanks again to all of our premium subscribers.

Sept. 28, 2024, 10:03 a.m.

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Eagle Point Capital

Reading Roundup: August 2024: This month we read:

Sept. 21, 2024, 10:02 a.m.

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Eagle Point Capital

Natural Resource Partners: High Uncertainty, Low Risk: A royalty on the growth of others, a 20%+ free cash flow yield, and a big dividend increase on the horizon.

Sept. 14, 2024, 11:01 a.m.

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Eagle Point Capital

Digging Into The Coal Industry: Announcement

Sept. 7, 2024, 11:01 a.m.

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Eagle Point Capital

Transcript Notes: August 2024: Alphabet — July 23, 2024

Aug. 24, 2024, 10 a.m.

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Eagle Point Capital

Reading Roundup: July 2024: This month we read:

Aug. 17, 2024, 10:01 a.m.

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