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

Reading Roundup: October 2022

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

Transcript Notes: August 2022

Buffett and Buybacks: Six Case Studies

Reading Roundup: August 2022

Perimeter Solutions: Nick Howley's Next Niche Monopoly?

Transcript Notes: July 2022

Murphy USA: A Low Cost, High Volume Retailer

Reading Roundup: July 2022

T. Rowe Price: Compounding Machine on Sale

Reading Roundup: June 2022

Odds & Ends: Investing like a Formula 1 driver, bear markets, stocks vs. real estate, and the problem with innovation.

Magellan Midstream Partners: Price and Value Divergence

Reading Roundup: May 2022

Sportsman’s Warehouse: Riches In Niches?

Seagate Technology, Western Digital, and the Hard Disc Drive Industry

Reading Roundup: April 2022

Fidelity National And The Title Insurance Industry: Boring Can Be Beautiful

Alibaba: Update From Our Latest Letter

Portfolio Construction

Reading Roundup: March 2022

Unthinkable: Investing In a Surprising World

Moody’s, Autodesk, and Standards-Based Moats

A Post-Spinoff Look At Douglas Elliman And Vector Group

7 Powers: A Summary of Competitive Advantages

Davita: A Cheap Non-Cyclical

Semler Scientific: An Emerging Monopoly?