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AutoNation — April 20, 2023 New car inventories are normalizing. For New Vehicles, industry inventory remains well below historical levels, and we have…
 • 
Dan Shuart
 and 
Matt Franz
1
Dun & Bradstreet: Bill Foley’s Latest Turnaround
Dun & Bradstreet’s (D&B) roots go back to 1841 when Lewis Tappan recognized the need for a centralized credit reporting system and formed The Mercantile…
 • 
Matt Franz
2
Lowe's and a Valuation Framework
We’ve been following Lowe’s for years, and Matt first wrote some thoughts on the stock in 2020. Now seems like a good time for an update. Lowe’s is a…
 • 
Dan Shuart
2
Reading Roundup: April 2023
The Panic Of 1907, The King Of Capital, The Art Of War, and Railroader
 • 
Dan Shuart
 and 
Matt Franz
2
Domino’s Pizza Group (Excerpt From Our Recent Letter)
We (Matt and Dan) will be in Omaha next weekend to attend the Berkshire Hathaway annual meeting. If anyone would like to meet up with us please contact…
 • 
Eagle Point Capital
Transcript Notes: March 2023
Fresenius Medical Care — February 22, 2023 Due to continued inflationary pressures, Fresenius is exploring closing underperforming dialysis centers…
 • 
Dan Shuart
 and 
Matt Franz
Brookfield Corporation (Excerpt From Our Recent Letter)
The following is an excerpt from Eagle Point Capital’s Spring 2023 letter to clients. Every six months, EPC writes to clients to explain what they own…
 • 
Eagle Point Capital
1
Eagle Point Capital
Eagle Point Capital
Exploring the long-term prospects of the businesses behind stocks.
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