Archive - Eagle Point Capital

A Turnaround That Actually Turned for 6x Free Cash Flow

Buffett has famously reminded investors that “turnarounds seldom turn”.

Jul 19 •

How We Think Like Private Buyers

Thoughts on treating stocks as ownership in operating businesses

Jul 5 •

June 2025

May 2025

Notes From Citizens Bancshares' Annual Meeting

Last week I flew to Atlanta for Citizen Bancshares’ annual meeting.

May 31 •

In February I wrote about International Game Technology (IGT) and the myriad of moving pieces and uncertainties that were creating a depressed valuation…

May 24 •

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.

May 17 •

Reading Roundup: March 2025

This month we read:

May 10 •

and

April 2025

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