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 | 268 | Subscribers | Read | eaglepointcapital.substack.com |
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Sirius XM (An Excerpt From Our Recent Letter)
This is an excerpt from Eagle Point Capital’s Spring 2026 letter to clients. Every six months, EPC writes to clients to explain what they own and why they own it. The portfolio-specific portion of each letter is for clients and premium subs...
Future-proofing A Portfolio (An Excerpt From Our Recent Letter)
The following is an excerpt from our Spring 2026 letter. Premium subscribers will receive a full copy of our investor letter, including a description of every position we own and why we own it, in 45 days after our clients (Saturday, May 16...
Pershing Square U.S. and Pershing Square Inc. Dual Listings
Ackman is at it again.
Berkshire Hathaway: Willing and Abel
A lot has changed at Berkshire Hathaway.
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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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