Welcome to our new readers and thanks again to all of our premium subscribers. We will be releasing our fall letter to EPC investors this week and a full copy to our premium subscribers 45 days later.
As a reminder, we are offering a 25% discount on annual subscriptions until Tuesday, October 1st.
We recently had the opportunity to present at the National Association of Home Builders conference in Chicago. We had a great time meeting business owners from across the country.
We discussed the difference between investing and speculating, what makes stock prices go up, types of competitive advantages, and tied it all together with case studies.
While we don’t have a recording of the event, we thought we’d share our slide deck anyway.
Click the link below to download a copy of the presentation.
Thanks for reading!
Do you have a “stranded” 401k from a past job that is neglected and unmanaged? These accounts are often an excellent fit for Eagle Point Capital’s long-term investment approach. Eagle Point manages separately manage accounts for retail investors. If you would like to invest with Eagle Point Capital or connect with us, please email info@eaglepointcap.com.