HeyJaredEagle Point Capital
Exploring the long-term prospects of the businesses behind stocks.
- Indexed issues, last 90 days
- 8
- Latest publication
- Sep 26, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 11, 2026
Latest issues
Podcast Appearance On Scaling Alpha (opens the original)
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I recently had the opportunity to chat with Ben Webster on the Scaling Alpha podcast. Subscribe nowDo you have a “stranded” 401(k) from a past job that is neglected and unmanaged? Eagle Point offer separately managed accounts to retail investors, and 401(k) rollovers are often a good fit for our long-term approach. If you would like to invest with Eagle Point Capital or connect with
A Monopoly Spinoff at a Discount (opens the original)
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We have a ten-point checklist at Eagle Point Capital through which we evaluate each investment. When studying businesses we look for:Simple and predictable business that we understandReplicable mode – the future will resemble the pastConsistently free cash flow generativeDominant market positionA demonstrated and enduring competitive advantage with high barriers to entryHigh returns on capitalLimited exposure to extrinsic factors
Reading Roundup: September 2026 (opens the original)
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Programming Note: We are finishing up research and a deep dive on a current interesting opportunity and will post it after we have made our investment decision for Eagle Point investors and are also working on our fall letter. Because of this, September might be lighter than usual on new deep dives. Recently We’ve Read:The Bottomless Cup: A Memoir of Secrets, Restaurants, and Forgiveness by Kevin BoehmThe House of Morgan: An Amer
Churchill Downs: Doubling Down (opens the original)
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Churchill Downs celebrated the 152nd running of the Kentucky Derby this year, continuing its streak as the oldest continuously held major sporting event in the United States. Horse racing remains popular and growing in the U.S. and abroad. Churchill Downs recently announced a strategic pivot to double down on horse racing by divesting its regional casinos and gaming segment.From 2010 to 2024 Churchill Downs’ stock generated an exceptional 23% annual return, or 2,200%+ total return, for sharehold
Capex: The Good, the Bad, and the Ugly (opens the original)
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Edit: The link to Venkat Peddireddy’s 2021 Columbia University PhD thesis was broken on the original article. It is fixed now.“Every morning in Africa, a gazelle wakes up. It knows it must run faster than the fastest lion or it will be killed. Every morning a lion wakes up. It knows it must outrun the slowest gazelle or it will starve to death. It doesn’t matter whether you are a lion or a gazelle: when the sun comes up, you’d better be running.”– Afr
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