Exploring the long-term prospects of the businesses behind stocks.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 218 | Subscribers | Read | eaglepointcapital.substack.com |
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Every six months we write a letter to our investors to explain what we own and why we own it.
Buffett continued to sell stocks and build cash in Q3. Cash increased $142 billion, or 87%, to $305 billion. That’s a lot of cash, by any measure. There are only 29 public companies in the US with a market cap greater than $300 billion (see...
Comparing the strength and direction of the moat at WOSG, FIVE, LULU, and other retailers using the 7 Powers framework.
One of the (many) things I’ve learned from Bill Ackman is that companies only hold investor days when they have something good to report.
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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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