Reletter
Artwork for Eagle Point Capital

Eagle Point Capital

Eagle Point Capital, Matt Franz, Dan Shuart
Hundreds of paid subscribers

Exploring the long-term prospects of the businesses behind stocks.

Platform
Substack
PricingFreemiumPublishesWeekly
Issues275Founded5 years agoLast Issue18 days ago
Active

Read this Newsletter

eaglepointcapital.substack.com
Artwork for Eagle Point Capital

Latest Issues

Reading Roundup: June 2026

Recently we’ve read:

  • The Frackers: The Outrageous Inside Story of the New Billionaire Wildcatters by Gregory Zuckerman

  • Churchill: Walking With Destiny by Andrew Roberts

  • The Professor, the Banker, and the Suicide King By Micha...

18 days ago
16

Brown & Brown

Please see my previous post for a background on insurance brokers.

This week I’ll dive in to Brown & Brown and discuss it’s business model and some of the current headwinds that have weighed on the stock. For background on the industry, pl...

25 days ago
14
Paid

Insurance Brokers: Softening Market and AI Fears

Until recently, insurance brokers had long been darlings of the public markets. It’s not hard to see why. Insurance middlemen are capital-light, high margin businesses with high customer retention and a long organic and inorganic growth run...

a month ago
40

EPC's Spring 2026 Portfolio Update

Every six months we write a letter to our investors to explain what we own and why we own it.

Every six months we write a letter to our investors to explain what we own and why we own it. Our letters cover our business’s competitive positi...

a month ago
14
Paid

Updates on Natural Resource Partners, Cencora, and McKesson

Natural Resource Partners (NRP)

Natural Resource Partners (NRP)

2 months ago
14
2
Paid

Key Facts

Contact Information
Newsletter Author
Number of Subscribers
Find out how many people subscribe to this newsletter.

Audience Metrics

Subscribers, engagement, traffic and sponsorship for Eagle Point Capital.

SubscribersEngagement75Monthly Web Visits
Accepts SponsorsEstimated Cost per Ad

SEO Reach

Where Eagle Point Capital ranks on Google, and how much search traffic it brings in.

Ranked Keywords196Monthly Search TrafficTop Keywords

Chart Rankings

How this newsletter ranks in the official Substack charts.

#104

Authors

The writers behind this newsletter.

  • Eagle Point Capital

    A Value-Driven Registered Investment Advisor

  • Matt Franz

    Principal at Eagle Point Capital

  • Dan Shuart

    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.

  • Frequently Asked Questions

    How can I access the email archive for Eagle Point Capital?

    You can find recent issues that have been published by Eagle Point Capital on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.

    How many subscribers does Eagle Point Capital have?

    To see how many people subscribe to Eagle Point Capital, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.

    How can I advertise in Eagle Point Capital?

    Newsletter advertising can be extremely effective when it's done right. Before you pitch Eagle Point Capital as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.

    Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.

    How much does it cost to sponsor a publication like Eagle Point Capital?

    Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.

    To find out how much an ad will cost, contact Eagle Point Capital using the contact information provided and ask for a copy of their media kit.

    How can I find newsletters related to Eagle Point Capital?

    Scroll up to where it says Related Newsletters to see other publications like Eagle Point Capital. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.

    How do I contact Eagle Point Capital?

    Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.