Matt Franz
Contributor since: 2017
Company: Eagle Point Capital LLC
Articles
Berkshire Hathaway's Intrinsic Value Is Little Changed Despite A Tumultuous First Half
Wyndham Hotels: A Capital-Light Franchisor Trading At A 10% Normalized Free Cash Flow Yield
Kontoor Brands: Forced Selling Could Create A Buying Opportunity Levered To An Economic Recovery
Masco's 'Shrink To Grow' Transformation Is Complete
Bank Of Hawaii Has A Wide Moat But Little Opportunity To Reinvest
American Express's Counter-Cyclical Balance Sheet Is Underappreciated
AutoZone Offers 11% Annual Growth At A Fair Price
Colorado's Alpine Bank Is A Compounder At A Reasonable Price
Stranded Costs Obscure NortonLifeLock's True Earnings Power
Pershing Square Is A 75-Cent Dollar Primed To Grow
Facebook's Network Shows No Signs Of Cracking
A Look At Dell's Incentives
A First Look At SSB Bancorp
The Future Looks Bright For Brighthouse
Consol Energy Could Double After Spinoff
Berkshire Hathaway's Intrinsic Value In 2017 Q3
Molson Coors: A Value Purchase For Long-Term Growth
Francesca's Is Riding Out A Perfect Storm
Oconee Federal Financial Is A Misunderstood Bank Repurchasing Shares
Thoughts On Exor Following Its First Investor Day