There’s a price for almost every (profitable) businesses where the valuation is so low that almost nothing needs to go right for the stock to generate attractive returns.| eaglepointcapital.substack.com
The following is an excerpt from our Fall 2025 investor letter.| eaglepointcapital.substack.com
My jaw is still on the floor from Oracle’s earnings release.| eaglepointcapital.substack.com
Greg Ip recently wrote in the Wall Street Journal (emphasis mine):| eaglepointcapital.substack.com
Thoughts on treating stocks as ownership in operating businesses| eaglepointcapital.substack.com
Dan and I will be in Omaha for the Berkshire Hathaway meeting and would love to meet up with our readers.| eaglepointcapital.substack.com
The following is an excerpt from our spring 2025 investor letter.| eaglepointcapital.substack.com
Applying our forward returns framework to the stock market by treating it like one company.| eaglepointcapital.substack.com
Ford, Verizon, Macy's, Old Dominion Freight, and Verisign| eaglepointcapital.substack.com
Investing in businesses that are simple, predictable, profitable, and replicable at attractive prices is our primary strategy.| eaglepointcapital.substack.com
