Afterpay

Are you a sensible investor? Then you are almost certainly having a few thoughts about technology stocks, including regret, regret at not holding technology stocks,...

Globally, and particularly in the U.S., technology companies have been the driver of equity market returns for the last 10 years, with a rotation away from traditional...

As countries around the world slowly begin to ease lockdown measures, what impact will this have on the global economy and the appeal of different investment sectors...

We have a saying at ECP, 'sleep well before eating well'. As a high conviction fund manager with a focus on capital preservation, we need to sleep at night knowing our...

Does contrarian investing really work?It is an often-heard cliché that to beat the market you need to be a contrarian. But what exactly does this mean, as it implies...

There are many ways to create value without showing after-tax profits.This is obvious to anyone with a biotech background (analysis of historic financials is no way to...

In this episode we chat to Tony Waters of QVG Capital and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager...

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...

Each day brings more news of another huge technology IPO, often by businesses that have never made a profit – and perhaps never will. But there are new signs that this...

APT has delivered a solid trading update with continued momentum in the business. Of particular note, the US customer growth rate appears to be accelerating, with...