Sitemap - 2025 - Eagle Point Capital
A Turnaround That Actually Turned for 6x Free Cash Flow
How We Think Like Private Buyers
Reading Roundup: April & May 2025
The Intellectual Investor Conference (ValueX Vail) 2025 Presentations
A Large-Cap Swiss Luxury Net-Net
Notes From Citizens Bancshares' Annual Meeting
How We Prepare for Anything, but Nothing in Particular
A Cheap Bank With a Fortress Balance Sheet
Independent Thinking (An Excerpt From Our Recent Letter)
McKesson (Excerpt From Our Upcoming Letter)
Reading Roundup: February 2025
A Private Credit Fund With Equity-Like Returns
A Cheap Special Situation With Multiple Catalysts
Reading Roundup: December 2024