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May 2025

Notes From Citizens Bancshares' Annual Meeting
Last week I flew to Atlanta for Citizen Bancshares’ annual meeting.
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Matt Franz
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…
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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.
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Dan Shuart
Reading Roundup: March 2025
This month we read:
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Matt Franz
 and 
Dan Shuart

April 2025

Resilience
Dan and I will be in Omaha for the Berkshire Hathaway meeting and would love to meet up with our readers.
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Matt Franz
4
How We Prepare for Anything, but Nothing in Particular
The benefits of investing in businesses who control their inputs and outputs
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Dan Shuart
A Cheap Bank With a Fortress Balance Sheet
Dan and I will be in Omaha for the Berkshire Hathaway meeting and would love to meet up with our readers.
 • 
Matt Franz
Independent Thinking (An Excerpt From Our Recent Letter)
The following is an excerpt from our spring 2025 investor letter.
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Matt Franz

March 2025

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