--- title: Our Insights (2) description: A selection of articles written by our team to give insight into how we think about the world (2) --- - About: - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Team](https://www.ecpam.com/team) - [Sustainability](https://www.ecpam.com/sustainability) - [Insights](https://insights.ecpam.com/) - Invest: - Australian Equities - [ECP Growth Companies Fund](https://www.ecpam.com/growth) - [ECP Emerging Growth Limited](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - Invest: - [Unlisted](https://www.ecpam.com/growth) - [Listed](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) ## ECP Insights A selection of articles written by our team to give insight into how we think about the world [subscribe](https://share.hsforms.com/1VGopDBb-SBq8Eapqpff46Qbludr) ![image description](https://insights.ecpam.com/hubfs/img5.png) ## Articles - [LATEST](https://insights.ecpam.com) - [Portfolio](https://insights.ecpam.com/tag/portfolio) - [Philosophy](https://insights.ecpam.com/tag/philosophy) - [Process](https://insights.ecpam.com/tag/process) - [Sustainability](https://insights.ecpam.com/tag/sustainability) - [Blog](https://insights.ecpam.com/tag/blog) [![Real returns from Artificial Intelligence](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/artificial-intelligence) ## [Real returns from Artificial Intelligence](https://insights.ecpam.com/artificial-intelligence) Nov 23, 2023 3 minute read With artificial intelligence (AI) set to be a revolutionary technology over the coming decade, commentators are expecting widespread disruption. We think the future is, however, more nuanced. While... Read full [article](https://insights.ecpam.com/artificial-intelligence) [![Quality Investing: Not Just A Wallflower](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-22-1.svg)](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) ## [Quality Investing: Not Just A Wallflower](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) Nov 13, 2023 7 minute read For years, the investment community has been caught in a seemingly endless debate between two schools of thought: growth versus value. While investors, portfolio managers, and market analysts have... Read full [article](https://insights.ecpam.com/quality-investing-not-just-a-wallflower) [![Harnessing Dynamic Capabilities](https://insights.ecpam.com/hubfs/ECP-ExtraIllustrations_Development_OnVibrantBlue_02-21.png)](https://insights.ecpam.com/harnessing-dynamic-capabilities) ## [Harnessing Dynamic Capabilities](https://insights.ecpam.com/harnessing-dynamic-capabilities) Aug 10, 2023 8 minute read The macroeconomic landscape faces escalating costs, high inflation, low employment, and dwindling consumer demand. However, investors must focus on business resilience, competitiveness, and strategic... Read full [article](https://insights.ecpam.com/harnessing-dynamic-capabilities) [![Gold! Gold! Gold from the Japanese River](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-06.svg)](https://insights.ecpam.com/gold-gold-gold-from-the-japanese-river) ## [Gold! Gold! Gold from the Japanese River](https://insights.ecpam.com/gold-gold-gold-from-the-japanese-river) Jun 13, 2023 4 minute read The first rumours of the California Gold Rush of 1848 were confirmed by a San Francisco newspaper publisher and merchant, Samuel Brannan. Brannan held a vial of gold walking through the streets... Read full [article](https://insights.ecpam.com/gold-gold-gold-from-the-japanese-river) [![The Power of Passion](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-12-1.svg)](https://insights.ecpam.com/the-power-of-passion) ## [The Power of Passion](https://insights.ecpam.com/the-power-of-passion) May 10, 2023 7 minute read Few customers are more passionate and valuable than the dedicated hobbyist. These high, recurring spenders act as a top-of-filter recruitment mechanism for new customers entering their hobby. But... Read full [article](https://insights.ecpam.com/the-power-of-passion) [![Block Out The Noise](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-22-1.svg)](https://insights.ecpam.com/block-out-the-noise) ## [Block Out The Noise](https://insights.ecpam.com/block-out-the-noise) Apr 03, 2023 4 minute read Block Inc was recently the subject of a short report from Hindenburg Research, which - amongst several other claims - allege that Block is lax in its procedures regarding user identification and... Read full [article](https://insights.ecpam.com/block-out-the-noise) [![Block - Part 3: The Convergence of Money and Commerce](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-30.svg)](https://insights.ecpam.com/block-a-fascinating-case-study-part-three) ## [Block - Part 3: The Convergence of Money and Commerce](https://insights.ecpam.com/block-a-fascinating-case-study-part-three) Mar 09, 2023 7 minute read Having looked backward to understand how Block grew Square into a US$150bn payments business (part one) and applied these learnings to scale Cash App into an 80 million US consumer fintech (part two... Read full [article](https://insights.ecpam.com/block-a-fascinating-case-study-part-three) [![Conquering Confirmation Bias](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-24.svg)](https://insights.ecpam.com/conquering-confirmation-bias) ## [Conquering Confirmation Bias](https://insights.ecpam.com/conquering-confirmation-bias) Feb 07, 2023 5 minute read Investing involves both art and science. The science aspect includes analysing a company's strategy, industry position, competitive advantage, future opportunities, and risks to determine its... Read full [article](https://insights.ecpam.com/conquering-confirmation-bias) [![Cultivating Culture](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-31.png)](https://insights.ecpam.com/cultivating-culture) ## [Cultivating Culture](https://insights.ecpam.com/cultivating-culture) Jan 20, 2023 7 minute read Culture is how an organisation thinks, acts, and interacts. A good corporate culture drives superior business performance - it motivates and retains the most talented employees who ensure sustained... Read full [article](https://insights.ecpam.com/cultivating-culture) [![Dealing with the Unknown](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-15.svg)](https://insights.ecpam.com/dealing-with-the-unknown) ## [Dealing with the Unknown](https://insights.ecpam.com/dealing-with-the-unknown) Dec 25, 2022 9 minute read Decisions made by central banks around the world have drastically impacted equity markets. Globally, many asset owners would never have predicted the extent of the rise in interest rates, with many... Read full [article](https://insights.ecpam.com/dealing-with-the-unknown) [See more articles+](https://insights.ecpam.com/page/3) ## Featured Articles [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-16-2.svg)](https://insights.ecpam.com/long-live-software-part-ii) ## [Long Live Software: Part II](https://insights.ecpam.com/long-live-software-part-ii) Read full [article](https://insights.ecpam.com/long-live-software-part-ii) Feb 18, 2026 5 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-19-2.svg)](https://insights.ecpam.com/long-live-software-part-i) ## [Long Live Software: Part I](https://insights.ecpam.com/long-live-software-part-i) Read full [article](https://insights.ecpam.com/long-live-software-part-i) Feb 17, 2026 4 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-12.svg)](https://insights.ecpam.com/psych-test-your-investment-manager) ## [Psych Test Your Investment Manager](https://insights.ecpam.com/psych-test-your-investment-manager) Read full [article](https://insights.ecpam.com/psych-test-your-investment-manager) Jul 18, 2024 9 min read [![ECPAM Insights Listing Page](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnVibrantBlue-27.svg)](https://insights.ecpam.com/artificial-intelligence) ## [Real returns from Artificial Intelligence](https://insights.ecpam.com/artificial-intelligence) Read full [article](https://insights.ecpam.com/artificial-intelligence) Nov 23, 2023 3 min read ##### Find out more - [Philosophy](https://www.ecpam.com/philosophy) - [Performance](https://www.ecpam.com/performance) - [Sustainability](https://www.ecpam.com/sustainability) - [Team](https://www.ecpam.com/team) - [Insights](https://insights.ecpam.com/) - [Invest: Listed | Unlisted](https://www.ecpam.com/emerging) - [Contact](https://www.ecpam.com/contact) - [Disclaimer](https://www.ecpam.com/disclaimer) - [Privacy](https://www.ecpam.com/privacy) ##### ECP Office Level 4, The Pavilion 388 George Street Sydney NSW 2000 T [+61 2 8651 6800](tel:+61%202%208651%206800) ##### Please note The information provided for you by ECP ASSET MANAGEMENT PTY LTD, ACN 158 827 582 (Corporate Authorised Representative 441986 of AFSL 421704). 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