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Good Business Models Gone Bad: Looking Back at a Few Mistakes
It’s helpful, highly instructive, and a sometimes painful to look back at times we were wrong.
21 hrs ago • Dan Shuart
One Damned Thing After Another
Some thoughts on continuous overbuilding
Dec 27, 2025 • Dan Shuart
"New" Becton Dickinson
Becton Dickinson (“BDX”) is a storied, if stodgy, business.
Dec 13, 2025 • Matt Franz
Fiserv: Not Broken
A new addition to our portfolio.
Dec 6, 2025 • Matt Franz and Dan Shuart
Reading Roundup: November 2025
Some of what we read this month includes:
Nov 29, 2025 • Matt Franz and Dan Shuart
EPC's Fall 2025 Investor Letter
Every six months we write a letter to our investors to explain what we own and why we own it.
Nov 15, 2025 • Matt Franz and Dan Shuart
Brookfield Corporation (An Excerpt From Our Recent Letter)
This is an excerpt from Eagle Point Capital’s Fall 2025 letter to clients.
Nov 8, 2025 • Dan Shuart
Short Term Arbitrage Opportunity
Potential to make $800 using $12,200 of capital in 2 weeks
Nov 1, 2025 • Matt Franz
Eagle Point Capital
Eagle Point Capital
Exploring the long-term prospects of the businesses behind stocks.
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Librarian Capital's Research Library
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