Greg Ip recently wrote in the Wall Street Journal (emphasis mine):| eaglepointcapital.substack.com
Everyone talks about “moats” but almost no one talks about how moats change.| eaglepointcapital.substack.com
Not a lot is going right for health insurance providers in 2025.| Eagle Point Capital
There have been a number of notable announcements from the companies we follow so I figured I’d wrap up several short updates into one post.| eaglepointcapital.substack.com
Dan recently joined The Dutch Investors on their podcast to discuss strategic mediocrity, an owner’s mindset, and lots more.| eaglepointcapital.substack.com
Buffett has famously reminded investors that “turnarounds seldom turn”.| eaglepointcapital.substack.com
Thoughts on treating stocks as ownership in operating businesses| eaglepointcapital.substack.com
We had the opportunity to present at The Intellectual Investor Conference (formerly ValueX Vail) this week.| eaglepointcapital.substack.com
Some thoughts on the relationship between interest rates and stock valuations, and what investors can do about it.| eaglepointcapital.substack.com
I’ll be honest: I’m not usually too interested in net-nets.| Eagle Point Capital
Last week I flew to Atlanta for Citizen Bancshares’ annual meeting.| Eagle Point Capital
In February I wrote about International Game Technology (IGT) and the myriad of moving pieces and uncertainties that were creating a depressed valuation for the stock.| eaglepointcapital.substack.com
Every six months we write a letter to our investors to explain what we own and why we own it.| Eagle Point Capital
This month we read:| 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 benefits of investing in businesses who control their inputs and outputs| Eagle Point Capital
Dan and I will be in Omaha for the Berkshire Hathaway meeting and would love to meet up with our readers.| Eagle Point Capital
The following is an excerpt from our spring 2025 investor letter.| Eagle Point Capital
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