What does it take to be a great investor?

In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mindset shape every decision he makes.

We talked about:

The meaning behind “strategic mediocrity”
Why simplicity often wins
Why prioritize free cash flow (yield)
Capital preservation
The role of opportunity cost
What it means to think like an owner
How to build conviction

And much more! Enjoy.

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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

Anke van de Weyer

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