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Reading Roundup: April & May 2025
This month we read:
 • 
Matt Franz
 and 
Dan Shuart
The Intellectual Investor Conference (ValueX Vail) 2025 Presentations
We had the opportunity to present at The Intellectual Investor Conference (formerly ValueX Vail) this week.
 • 
Dan Shuart
, 
Matt Franz
, and 
Eagle Point Capital
A Large-Cap Swiss Luxury Net-Net
I’ll be honest: I’m not usually too interested in net-nets.
 • 
Matt Franz
Notes From Citizens Bancshares' Annual Meeting
Last week I flew to Atlanta for Citizen Bancshares’ annual meeting.
 • 
Matt Franz
7
IGT Update
In February I wrote about International Game Technology (IGT) and the myriad of moving pieces and uncertainties that were creating a depressed valuation…
 • 
Eagle Point Capital
EPC's Spring Investor Letter
Every six months we write a letter to our investors to explain what we own and why we own it.
 • 
Dan Shuart
Reading Roundup: March 2025
This month we read:
 • 
Matt Franz
 and 
Dan Shuart
Eagle Point Capital
Eagle Point Capital
Exploring the long-term prospects of the businesses behind stocks.
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Value Investing World
Value Investing World
Joe Koster
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scuttleblurb
scuttleblurb
Liberty’s Highlights
Liberty’s Highlights
Liberty
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Base Hit Investing
John Huber
Yet Another Value Blog
Yet Another Value Blog
Andrew Walker

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