Homepage
Open in app
Sign in
Get started
Process
Portfolio
Philosophy
Redefining Active Investing
Tagged in
Portfolio
ECP Insights
A selection of articles written by our team to give insight into how we think about the world.
More information
Followers
101
More, on Medium
Portfolio
Damon Callaghan
in
ECP Insights
Oct 5, 2022
Block, a fascinating case study — Part Two
Cash App’s Lifecycle of Sustainable Competitive Advantage
Read more…
82
Damon Callaghan
in
ECP Insights
May 10, 2022
Lifecycle of Sustainable Competitive Advantages
Block, a fascinating case study — Part One
Read more…
Jason Pohl
in
ECP Insights
Mar 10, 2022
A Vogue Approach
Beauty in the Business Model
Read more…
2
Jason Pohl
in
ECP Insights
Feb 6, 2022
Culture Guardians
Culture is central to long-term performance
Read more…
5
Jason Pohl
in
ECP Insights
Nov 4, 2021
Emerging Automotive
The Shovels of the Modern Gold Rush
Read more…
2
Sam Byrnes
in
ECP Insights
Aug 3, 2021
IDP Education
A Service Business With Marketplace Characteristics
Read more…
30
Damon Callaghan
in
ECP Insights
May 31, 2021
Hub24 and Netwealth
Growth stocks with a pro-inflation 40% earnings sleeper
Read more…
75
Jason Pohl
in
ECP Insights
Apr 13, 2021
Sustainable Business is Good Business
Sustainable Investing Drives Long-term Returns
Read more…
51
Sam Byrnes
in
ECP Insights
Oct 6, 2020
Xero, a Beautiful Business Model
Inside Xero’s Competitive Advantage
Read more…
58
Andrew Dale
in
ECP Insights
Jul 30, 2020
Four Pillars and a Pandemic
Banking on a stable housing market
Read more…
3