Homepage
Open in app
Sign in
Get started
ECP Insights
A selection of articles written by our team to give insight into how we think about the world.
Process
Portfolio
Philosophy
Redefining Active Investing
Follow
Latest Articles
Manny Pohl
Dec 13, 2022
Dealing with the Unknown
Interest rates and investing under uncertainty
Read more…
Jason Pohl
Nov 8, 2022
How to Barricade Against Black Swans
Resilience defends investors from unknown risks
Read more…
3
Damon Callaghan
Oct 5, 2022
Block, a fascinating case study — Part Two
Cash App’s Lifecycle of Sustainable Competitive Advantage
Read more…
82
Manny Pohl
Aug 30, 2022
Resilience: An Investors Ally
Despite market volatility, it’s time to invest
Read more…
40
Featured Articles
A Value Story from a Growth Investor
A Value Story from a Growth Investor
When Governance considerations lead to mispricing of securities.
Jared Pohl
Mar 26, 2019
‘Rational’ Exuberance
‘Rational’ Exuberance
Why do Australian’s pay crazy multiples for CSL?
Sam Byrnes
Apr 7, 2019
What Regulation Would Mean For Afterpay in Australia
What Regulation Would Mean For Afterpay in Australia
Should we be concerned?
Damon Callaghan
Nov 14, 2018
Flight to Quality
Flight to Quality
Opportunity in Misunderstanding
Andrew Dale
Oct 31, 2018
Capital Preservation — Afterpay in Focus
Capital Preservation — Afterpay in Focus
Built to Survive … and to Thrive
Damon Callaghan
Mar 18, 2020
About ECP Insights
Latest Stories
Archive
About Medium
Terms
Privacy
Teams
