Community Spotlight: Eagle Point Capital
Aiming to build an indestructible long-term compounding machine.
Good morning, investors!
Today’s community spotlight is.
Eagle Point Capital, the firm, is an RIA. Eagle Point Capital, the Substack, is a newsletter by the firm’s founders,and . When it comes to breaking down complex concepts and companies, Matt and Dan are superb. Moreover, the investment strategy that guides their portfolio is simple yet concrete and incredibly rational, which makes their bounty of insights easy to glean.
The duo shares a diverse range of content: reading roundups, excerpts from client letters, thought pieces, transcript notes, and, of course, stock analyses.
Here are a few of my favorites:
Thanks for reading. Don’t forget to hit the heart button if you enjoyed today’s report.
If you haven’t subscribed already, you can do so here.