Xero is the classic disruptor. As the first cloud-based accounting platform for small business, it revolutionised the industry with real-time bank feeds, the single source of truth general ledger and...

TPG Telecom (ASX: TPM) remains a polarising investment. Ongoing uncertainty regarding its future with Vodafone plagues investment performance, and the changing market dynamics have impacted our...

Domino’s (ASX: DMP) has been served with a class action lawsuit regarding wage underpayment. Domino’s believe their agreements are applicable and will defend this in court. The materiality of the...

Afterpay’s competitive differentiation underpins a sustainable business model that we expect will continue to drive its market share growth in the US. Visa’s recent announcement will not impact...

Challenger Limited (ASX: CGF) is a quality franchise, but one that is not without risk. At ECP we are constantly revisiting previous investment ideas as the modern business environment is constantly...

Last month, I was sitting in a hotel lobby (actually the bar) in Amsterdam after attending the International Plasma Protein Conference. I started talking with a fellow attendee who is a Patient...

Catapult Group International Limited (‘Catapult’) is the world’s leading provider of player analytics solutions. The business provides elite sports teams access to a technology stack that improves...

Since the beginning of my investing career, I have always believed in only investing in what makes sense [I know, thanks for stating the bleeding obvious Sam, here we were investing in stuff that...

At the end of 2018, I was given the honour of presenting the Bond University 2018 Valedictorian address. Below is an (edited) version of my speech which highlighted three points for the graduates’...

The telecommunications industry has (largely) enjoyed growth through consolidation and cost-cutting initiatives. Telcos missed the last opportunity when the over-the-top (OTT) players reaped the...