Eagle Point Capital
SubstackArticles
121
Companies covered
96
Sectors
8
Countries
7
Research Articles
Brown & Brown
Jun 6, 2026
EPC's Spring 2026 Portfolio Update
May 16, 2026
Sirius XM (An Excerpt From Our Recent Letter)
Apr 11, 2026
Berkshire Hathaway: Willing and Abel
Mar 7, 2026
"New" Becton Dickinson
Dec 13, 2025
Fiserv: Not Broken
Dec 6, 2025
Update On Davita
Oct 18, 2025
AI Skepticism & Oracle's Big Risk
Sep 13, 2025
Notes From Citizens Bancshares' Annual Meeting
May 31, 2025
McKesson (Excerpt From Our Upcoming Letter)
Mar 22, 2025
Jack in the Box: Another QSR Casualty
Jun 1, 2024
NVR: Culture Runs Deep
Apr 27, 2024
British American Tobacco: Left for Dead
Mar 9, 2024
Cummins: Odd Lot “Arbitrage” Opportunity
Feb 24, 2024
Hilton Grand Vacations: The Timeshare Giant
Feb 10, 2024
Wendy’s: Where’s The Beef?
Feb 3, 2024
Esquire Financial: The Litigation Lender
Jan 13, 2024
Luxury Retailers and LVMH
Oct 28, 2023
AutoZone: The Real Cost Of Stock Compensation
Oct 21, 2023
Davita (Excerpt From Our Latest Letter)
Oct 7, 2023
What's Going On At Dollar General?
Sep 9, 2023
Occidental: What Does Buffett See?
Jul 22, 2023
Dun & Bradstreet: Bill Foley’s Latest Turnaround
May 20, 2023
Lowe's and a Valuation Framework
May 13, 2023
Eurofins Scientific: Resilient Compounder
Mar 11, 2023
Park Hotels: Reversion to the Mean?
Jan 28, 2023
SS&C Technologies: Baby Out With the Bathwater?
Nov 26, 2022
Murphy USA: A Low Cost, High Volume Retailer
Aug 13, 2022
T. Rowe Price: Compounding Machine on Sale
Jul 30, 2022
Sportsman’s Warehouse: Riches In Niches?
May 28, 2022
Alibaba: Update From Our Latest Letter
Apr 9, 2022
Moody’s, Autodesk, and Standards-Based Moats
Mar 5, 2022
Davita: A Cheap Non-Cyclical
Jan 22, 2022
Semler Scientific: An Emerging Monopoly?
Jan 8, 2022
Lessons From Markel's Tom Gayner
Dec 25, 2021
Progressive: A Low Cost Producer
Oct 30, 2021
Cato Corporation – Slam Dunk or Value Trap?
Aug 14, 2021
Domino's Pizza
Jul 17, 2021
Topicus: Constellation Software 2.0
Jul 3, 2021
Constellation Software: The Anti-Conglomerate
Jun 24, 2021
Alibaba: Early Innings
Jun 19, 2021
NVR And The Housing Cycle
Jun 5, 2021
Etsy: The Next Facebook Or The Next eBay?
May 14, 2021
PetroChina: Case Study Of A One-Foot Hurdle
Apr 23, 2021
Dollar General: Relentless Growth
Apr 9, 2021
Schmitt Industries: Annual Update
Feb 18, 2021
GameStop: New Generation, No New Lessons
Feb 5, 2021
Black Knight: Lungs Of The Mortgage Industry
Jan 22, 2021
Fastenal: Leveraging A Legacy Moat
Dec 18, 2020
eBay: My Kind of Turnaround
Dec 4, 2020
Is TransDigm's Pricing Power Sustainable?
Nov 27, 2020
AutoZone: Annual Update
Nov 20, 2020
HEICO: A Compounding Beast
Nov 5, 2020
A&W Revenue Royalties Income Fund
Oct 23, 2020
The Market May Be Underestimating Dropbox
Sep 25, 2020
Lessons From Enron
Sep 18, 2020
Keep An Eye On CSW Industrials
Sep 11, 2020
Berkshire Hathaway: Updating Intrinsic Value
Aug 19, 2020
Post-Bankruptcy PG&E And Investing In Utilities
Aug 13, 2020
Lowe's: Will This Turnaround Turn?
Jul 24, 2020
Crown Castle: Diversifying From Great To Good
Jul 16, 2020
Dunkin' Brands: Good Business, Better Industry
Jun 18, 2020
Special Situations: Ecolab and Kontoor Brands
May 29, 2020
Why We Recently Bought Hilton
May 20, 2020
American Express
May 1, 2020
CarMax: Lasting Moat in a Tough Industry
Apr 24, 2020
AutoZone
Apr 17, 2020
NVR – Trouncing Competitors Since 1995
Apr 10, 2020
Wells Fargo: Man Overboard?
Mar 27, 2020
Odd-lot Opportunity In McKesson's Exchange Offer
Feb 14, 2020
Odd Lot Arbitrage Opportunity in XBiotech Shares
Jan 23, 2020
McKesson: Does Valuation Offset Uncertainty?
Jan 17, 2020
Allison Transmission
Aug 2, 2019
Wells Fargo
Jul 29, 2019
Facebook's Network Shows No Signs Of Cracking
Dec 21, 2018
