--- title: Our Insights | Portfolio (2) description: Portfolio | 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) Posts about # Portfolio (2) [![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) [![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) [![Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-14-2.svg)](https://insights.ecpam.com/2022/10/06/block-a-fascinating-case-study-part-two) ## [Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage](https://insights.ecpam.com/2022/10/06/block-a-fascinating-case-study-part-two) Oct 07, 2022 7 minute read Scaling Square from inception to a US$150bn payments business with multiple layers of protection wrapped around its profitability was only part one of Block’s success story. Below we explore how... Read full [article](https://insights.ecpam.com/2022/10/06/block-a-fascinating-case-study-part-two) [![Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-26-1.svg)](https://insights.ecpam.com/2022/05/11/lifecycle-of-sustainable-competitive-advantages) ## [Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage](https://insights.ecpam.com/2022/05/11/lifecycle-of-sustainable-competitive-advantages) May 12, 2022 9 minute read At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong profitability can be protected and... Read full [article](https://insights.ecpam.com/2022/05/11/lifecycle-of-sustainable-competitive-advantages) [![CSL M&A: History repeating](https://insights.ecpam.com/hubfs/ECP_Illustrations-OnLightGrey-14-1.svg)](https://insights.ecpam.com/2022/04/01/csl-ma-history-repeating) ## [CSL M&A: History repeating](https://insights.ecpam.com/2022/04/01/csl-ma-history-repeating) Apr 02, 2022 6 minute read CSL has demonstrated a clear Dynamic Capability over time that has crossed both Plasma and Influenza markets. It has form in creating a sustainable competitive advantage by combining product... Read full [article](https://insights.ecpam.com/2022/04/01/csl-ma-history-repeating) [See more articles+](https://insights.ecpam.com/tag/portfolio/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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