Cheesus Chrust!
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...
A selection of articles written by our team to give insight into how we think about the world
subscribeDomino’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...
Before we go into Christmas, I wanted to put pen to paper, and reflect back on the year that was. 2018 marked some key milestones for ECP Asset Management (ECP). The most important of which, was the...
With no interest and explicit repayment schedules, Afterpay (ASX: APT) has epitomised millennial behaviour and presented a simple product that gives consumers greater control over their credit spend....