Sitemap - 2022 - Eagle Point Capital
Reviewing the Fundamentals: The Three-Legged Stool of Stock Market Returns
Transcript Notes: December 2022
Brookfield Asset Management: A Classic Special Situation
Reading Roundup: November 2022
SS&C Technologies: Baby Out With the Bathwater?
Investing Lessons From The S&P 500
Transcript Notes: October 2022
Domino's Pizza Group: Asset-Light Royalty Business for 10x Earnings
Reading Roundup: September 2022
Consistency Beats Intensity: Excerpt From Our Latest Letter
Alimentation Couche-Tard: Update From Our Latest Letter
Buffett and Buybacks: Six Case Studies
Perimeter Solutions: Nick Howley's Next Niche Monopoly?
Murphy USA: A Low Cost, High Volume Retailer
T. Rowe Price: Compounding Machine on Sale
Magellan Midstream Partners: Price and Value Divergence
Sportsman’s Warehouse: Riches In Niches?
Seagate Technology, Western Digital, and the Hard Disc Drive Industry
Fidelity National And The Title Insurance Industry: Boring Can Be Beautiful
Alibaba: Update From Our Latest Letter
Unthinkable: Investing In a Surprising World
Moody’s, Autodesk, and Standards-Based Moats
A Post-Spinoff Look At Douglas Elliman And Vector Group