Sitemap - 2024 - Eagle Point Capital
Reading Roundup: November 2024
What Does Li Lu See in a Pre-Revenue SPAC?
Podcast Appearance On The Stansberry Investor Hour
Six Quick Stock Ideas From The Latest Round Of 13Fs
EPC's Fall 2024 Investor Letter
British American Tobacco's Capital Markets Day And A Nicotine Industry Update
Reading Roundup: September 2024
A Cyclical Cannibal (Premium Post)
Minimizing Type 1 Errors (Excerpt From Our Latest Letter)
Principles of Investing: NAHB Presentation
Natural Resource Partners: High Uncertainty, Low Risk
Digging Into The Coal Industry
Picking the Hill for Your Snowball
Repost: Is TransDigm's Pricing Power Sustainable?
VALUEx Vail 2024: Watches of Switzerland Group
Advance Auto Parts: Will this Turnaround Finally Turn?
VALUEx Vail 2024 Presentation: Liberty SiriusXM Group
Jack in the Box: Another QSR Casualty
Watches Of Switzerland Group: A Value Investor’s Rolex
T. Rowe Price (Excerpt From Our Recent Letter)
The Coast is Never Clear (Excerpt From Our Latest Letter)
British American Tobacco: Left for Dead
Reading Roundup: February 2024
Cummins: Odd Lot “Arbitrage” Opportunity
The Liberty SiriusXM Group: Collapsing The Discount
Hilton Grand Vacations: The Timeshare Giant
Transcript Notes: January 2024