Eagle Point Capital
113 articles covering 92 companies
Constellation Software: AI's Threats and Opportunities
• 2026-01-31T12:01:43.53+00:00
"New" Becton Dickinson
• 2025-12-13T12:01:43.498+00:00
Fiserv: Not Broken
• 2025-12-06T12:02:40.706+00:00
Brookfield Corporation (An Excerpt From Our Recent Letter)
• 2025-11-08T12:02:45.145+00:00
Constellation Software's Influences: An Overview of High Performing Conglomerates
• 2025-10-25T10:04:21.796+00:00
Update On Davita
• 2025-10-18T11:01:58.031+00:00
Domino's Pizza Group (An Excerpt From Our Recent Letter)
• 2025-10-11T11:02:54.814+00:00
AI Skepticism & Oracle's Big Risk
• 2025-09-13T11:01:20.938+00:00
Notes From Citizens Bancshares' Annual Meeting
• 2025-05-31T11:02:26.948+00:00
McKesson (Excerpt From Our Upcoming Letter)
• 2025-03-22T11:01:07.217+00:00
British American Tobacco's Capital Markets Day And A Nicotine Industry Update
• 2024-10-26T11:02:33.363+00:00
Natural Resource Partners: High Uncertainty, Low Risk
• 2024-09-14T11:01:29.217+00:00
Repost: Is TransDigm's Pricing Power Sustainable?
• 2024-08-03T11:01:17.405+00:00
Advance Auto Parts: Will this Turnaround Finally Turn?
• 2024-07-13T10:00:44.259+00:00
Jack in the Box: Another QSR Casualty
• 2024-06-01T10:00:59.726+00:00
Watches Of Switzerland Group: A Value Investor’s Rolex
• 2024-05-18T11:01:30.688+00:00
NVR: Culture Runs Deep
• 2024-04-27T11:01:46.486+00:00
T. Rowe Price (Excerpt From Our Recent Letter)
• 2024-04-06T11:01:55.89+00:00
British American Tobacco: Left for Dead
• 2024-03-09T11:59:15.099+00:00
Cummins: Odd Lot “Arbitrage” Opportunity
• 2024-02-24T12:00:47.617+00:00