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Eagle Point Capital

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Eagle Point Capital has 123 stock analyses indexed on RhinoInvestory, covering 89 companies across Communication Services, Consumer Discretionary, Consumer Staples and 8 more. Published Dec 2018 – Oct 2026.

Sectors Covered

Communication Services Consumer Discretionary Consumer Staples Energy Financials Health Care Industrials Information Technology Materials Real Estate Utilities

Countries Covered

Canada China France Luxembourg Singapore Switzerland UK US United States

Stock Analyses by Eagle Point Capital

SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate

SiriusXM ($SIRI) • 2026-10-17

Churchill Downs: Doubling Down

Churchill Downs ($CHDN) • 2026-08-22

Constellation Software: Presentation At The Intellectual Investor Conference

Constellation Software ($PNP.TO) • 2026-06-27

Brown & Brown

• 2026-06-06

EPC's Spring 2026 Portfolio Update

• 2026-05-16

Updates on Natural Resource Partners, Cencora, and McKesson

Natural Resource Partners ($NRP) • 2026-05-09

Elasticity, the value of data, and Constellation Software's PEMS strategy.

Constellation Software ($PNP.TO) • 2026-05-02

Sirius XM (An Excerpt From Our Recent Letter)

SiriusXM ($SIRI) • 2026-04-11

Pershing Square U.S. and Pershing Square Inc. Dual Listings

Pershing Square U.S. ($PSH.L) • 2026-03-14

Berkshire Hathaway: Willing and Abel

Berkshire Hathaway ($BRK.A) • 2026-03-07

Constellation Software: AI's Threats and Opportunities

Constellation Software ($PNP.TO) • 2026-01-31

"New" Becton Dickinson

Becton Dickinson ($BDX) • 2025-12-13

Fiserv: Not Broken

Fiserv ($FISV) • 2025-12-06

Brookfield Corporation (An Excerpt From Our Recent Letter)

Brookfield Corporation ($BN) • 2025-11-08

Constellation Software's Influences: An Overview of High Performing Conglomerates

Constellation Software ($PNP.TO) • 2025-10-25

Update On Davita

Davita ($DVA) • 2025-10-18

Domino's Pizza Group (An Excerpt From Our Recent Letter)

Domino's Pizza Group ($DOM) • 2025-10-11

AI Skepticism & Oracle's Big Risk

Oracle ($ORCL) • 2025-09-13

Notes From Citizens Bancshares' Annual Meeting

Citizens Bancshares ($CZBS) • 2025-05-31

McKesson (Excerpt From Our Upcoming Letter)

McKesson Corp. ($MCK) • 2025-03-22