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Vestis: Recent Spinoff in an Attractive Industry

Vestis’ business of supplying and laundering uniforms to industrial and service companies is about as mundane as it gets, making Vestis an ideal company…

Nov 18 •

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The Direction Of The Moat

Everyone talks about “moats” but almost no one talks about how moats change. Moats get a little bit wider or narrower every day. A widening moat is even…

Nov 11 •

Reading Roundup: October 2023

This month we read: America’s Bank by Roger Lowenstein Washington’s Crossing by David Hackett Fischer Endure by Cameron Hanes The War That Made America…

Nov 4 •

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Luxury Retailers and LVMH

Luxury businesses fascinate me because they do not follow the traditional rules of economics. In many luxury companies typical rules of business are…

Oct 28 •

AutoZone: The Real Cost Of Stock Compensation

AutoZone revealed a stunning fact in its September earnings call: “We have bought back over 100% of the then outstanding shares of stock since our…

Oct 21 •

Reading Roundup: September 2023

This month we read: Going Infinite: The Rise and Fall of a New Tycoon by Michael Lewis The Luxury Strategy by Jean-Noël Kapferer and Vincent Bastien How…

Oct 14 •

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Davita (Excerpt From Our Latest Letter)

This is an excerpt from Eagle Point Capital’s Fall 2023 letter to clients. Every six months, EPC writes to clients to explain what they own and why they…

Oct 7 •

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Learning From Other People's Mistakes (Excerpt From Our Latest Letter)

This is an excerpt from Eagle Point Capital’s Fall 2023 letter to clients. Every six months, EPC writes to clients to explain what they own and why they…

Sep 30 •

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Eagle Point Capital

Eagle Point Capital

Exploring the long-term prospects of the businesses behind stocks.

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