Sitemap - 2023 - Eagle Point Capital
Lessons For Investors From Napoleon
Reading Roundup: November 2023
Vestis: Recent Spinoff in an Attractive Industry
AutoZone: The Real Cost Of Stock Compensation
Reading Roundup: September 2023
Davita (Excerpt From Our Latest Letter)
Learning From Other People's Mistakes (Excerpt From Our Latest Letter)
Transcript Notes: September 2023
Reading Roundup: September 2023
What's Going On At Dollar General?
A Framework For Spotting Value Traps
Johnson & Johnson: Odd Lot “Arbitrage” Opportunity
Occidental: What Does Buffett See?
Dun & Bradstreet: Bill Foley’s Latest Turnaround
Lowe's and a Valuation Framework
Domino’s Pizza Group (Excerpt From Our Recent Letter)
Brookfield Corporation (Excerpt From Our Recent Letter)
Don't Just Do Something, Stand There! (An Excerpt From Our Latest Letter)
Eurofins Scientific: Resilient Compounder
Reading Roundup: February 2023
Transcript Notes: January 2022
Park Hotels: Reversion to the Mean?