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Top Stories published by ECP Insights in 2019
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2019
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Jared Pohl
in
ECP Insights
Mar 26, 2019
A Value Story from a Growth Investor
How Governance considerations lead to the mispricing of Catapult
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106
Damon Callaghan
in
ECP Insights
Jun 30, 2019
Afterpay — is Visa a Risk?
We think not.
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10
Sam Byrnes
in
ECP Insights
Apr 7, 2019
‘Rational’ Exuberance
Why do Australian’s pay crazy multiples for CSL?
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28
Sam Byrnes
in
ECP Insights
Oct 12, 2019
Xero needs to Square up!
Are we watching the wrong 800-pound Gorilla?
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23
Manny Pohl
in
ECP Insights
Dec 16, 2019
From the Chairman's Desk
A review of 2019
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126
Sam Byrnes
in
ECP Insights
Jan 29, 2019
Keep it simple stupid.
The secret to a great investment process.
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64
Damon Callaghan
in
ECP Insights
May 5, 2019
Challenger — a quality franchise but not without risk
Capital preservation is a critical part of our process
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5
Jason Pohl
in
ECP Insights
Jul 14, 2019
Cheesus Chrust!
Domino’s Class Action a Distraction, Not a Disaster
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19
Jason Pohl
in
ECP Insights
Sep 24, 2019
Top-Down Impacts Bottom-Up
Regulator Protects Competition at Consumers’ Expense
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1
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About
ECP Insights
A selection of articles written by our team to give insight into how we think about the world.
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Editors
Jared Pohl
Jason Pohl
Writers
Jason Pohl
Damon Callaghan
Sam Byrnes
Andrew Dale
Manny Pohl
Manny Pohl