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

.

Eagle Point Capital, the firm, is an RIA. Eagle Point Capital, the Substack, is a newsletter by the firm’s founders,

Matt Franz

and

Dan Shuart

. 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:

Reviewing the Fundamentals: The Three-Legged Stool of Stock Market Returns

Brookfield Corporation (Excerpt From Our Recent Letter)

Don't Just Do Something, Stand There! (An Excerpt From Our Latest Letter)

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