Exploring the long-term prospects of the businesses behind stocks.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 285 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||
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eaglepointcapital.substack.comLatest Issues
The Importance Of Business Returns (An Excerpt From Our Recent Letter)
The following is an excerpt from our most recent letter to clients. Premium subscribers will receive a full copy of the letter in about 45 days (Saturday, November 14, 2026). The full letter includes our portfolio allocation and a discussio...
Podcast Appearance On Scaling Alpha
I recently had the opportunity to chat with Ben Webster on the Scaling Alpha podcast.
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Do you have a “stranded” 401(k) from a past job that is neglected and unmanaged? Eagle Point offer separately managed accounts to...
A Monopoly Spinoff at a Discount
We have a ten-point checklist at Eagle Point Capital through which we evaluate each investment.
We have a ten-point checklist at Eagle Point Capital through which we evaluate each investment. When studying businesses we look for:
Reading Roundup: September 2026
Programming Note: We are finishing up research and a deep dive on a current interesting opportunity and will post it after we have made our investment decision for Eagle Point investors and are also working on our fall letter. Because of th...
Churchill Downs: Doubling Down
Churchill Downs celebrated the 152nd running of the Kentucky Derby this year continuing its streak as the oldest continuously held major sporting event in the United States.
Churchill Downs celebrated the 152nd running of the Kentucky Derb...
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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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