Sitemap - 2020 - Eagle Point Capital
Fastenal: Leveraging A Legacy Moat
The Semiconductor Industry From 10,000 Feet
Is TransDigm's Pricing Power Sustainable?
Costco: A Wonderful Business But Priced For Perfection
A&W Revenue Royalties Income Fund
Resources For Budding Value Investors
Ollie's Bargain Outlet: Discount Retailer With A Long Runway
The Market May Be Underestimating Dropbox
Keep An Eye On CSW Industrials
Thoughts On Selling And Forward Rates of Return
Berkshire Hathaway: Updating Intrinsic Value
Post-Bankruptcy PG&E And Investing In Utilities
Tractor Supply: A Portrait Of A Compounder As A Young Company
Radical Rationality - Outsider Management
Lowe's: Will This Turnaround Turn?
Crown Castle: Diversifying From Great To Good
Thoughts On Circle Of Competence
Pershing Square Tontine Holdings - Not Your Average SPAC
Restaurant Brands International: What’s The Secret Sauce?
Dunkin' Brands: Good Business, Better Industry
Wyndham Hotels: Necessity Is The Mother of Invention
Discount Retailers: Not Going Out of Style
Special Situations: Ecolab and Kontoor Brands
Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery
Masco's Shrink To Grow Transformation Looks Complete
Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
Agilent Technologies - Attractive Business Model, Fairly Valued
CarMax: Lasting Moat in a Tough Industry
NVR – Trouncing Competitors Since 1995
Colorado's Alpine Bank Is A Compounder At A Reasonable Price
Thoughts On Valuation Multiples
Investment Horizons / Schmitt Industries Investment Overview
Falling Markets: Are You Bottom Fishing or Buying Quality?
COVID-19: Disaster or Opportunity?
Discovery: Unreasonably Low Expectations
Verisign: A Capital-light Compounder At A Lofty Price
Odd-lot Opportunity In McKesson's Exchange Offer