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Eagle Point Capital

Explores the businesses behind stocks through fundamental research focused on their long-term prospects.

https://eaglepointcapital.substack.com/

Mentions12
Posts7
Latest post17 Oct 2026
Sirius XM Holdings Inc.SiriusXM: Dirt Cheap, Looming Catalysts, Short Squeeze Candidate-17 Oct 2026
Lennar CorporationA True Capital-light Compounder-10 Oct 2026
Churchill Downs IncorporatedChurchill Downs: Doubling Down-22 Aug 2026
Alphabet Inc.Capex: The Good, the Bad, and the Ugly-15 Aug 2026
Constellation Software Inc.Capex: The Good, the Bad, and the Ugly-15 Aug 2026
AutoZone, Inc.Capex: The Good, the Bad, and the Ugly-15 Aug 2026
Watches of Switzerland Group PLCCapex: The Good, the Bad, and the Ugly-15 Aug 2026
Natural Resource Partners L.P.Capex: The Good, the Bad, and the Ugly-15 Aug 2026
Domino's Pizza, Inc.Three Tempting Ideas with Major Caveats-11 Jul 2026
Molson Coors Beverage CompanyThree Tempting Ideas with Major Caveats-11 Jul 2026
Constellation Software Inc.Constellation Software: Presentation At The Intellectual Investor Conference-27 Jun 2026
Natural Resource Partners L.P.Reading Roundup: June 2026-13 Jun 2026