Eagle Point Capital
Eagle Point Capital, Matt Franz, Dan ShuartExploring the long-term prospects of the businesses behind stocks.
| Platform |  | Pricing | Freemium |
|---|---|---|---|
| Publishes | Weekly | Issues | 227 |
| Subscribers | Read | eaglepointcapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
A Cheap Special Situation With Multiple Catalysts
The stock market abhors uncertainty and our favorite investments tend to come when a good business runs into a period of short term uncertainty.
Reading Roundup: December 2024
This month we read:
A Growing QSR Royalty With A 9% Shareholder Yield
Jim Cramer likes to say, “There’s always a bull market somewhere.” Which is great if you’re a momentum investor, but we’re value guys.
What Are You Buying When You Buy The S&P 500?
Howard Marks’ recent memo, On Bubble Watch, eloquently put into words several of the observations Matt and I traded over the last couple of months.
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Other publications recommended by the authors of this newsletter.
Authors
The writers behind this newsletter.
A Value-Driven Registered Investment Advisor
Principal at Eagle Point Capital
Dan is a Principal at Eagle Point Capital LLC. Eagle Point Capital's objective is to avoid the permanent loss of capital while maximizing the increase in long-term, after-tax purchasing power of funds.
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