Block

Latest news and analysis on Block

Equities

The hidden engine inside Block Inc: Why its flywheels matter more than you think

Block is building powerful user and merchant flywheels, and Cash App Pay is turning them into a closed-loop commerce engine.
XYZ
Lachlan Hughes
Swell Asset Management
Investment Theme

What We Can Learn About AI from Jack Dorsey

Block CEO Jack Dorsey backs open-source AI, emphasizes Block's data advantage, and advises against AI hype at JP Morgan Tech Conference.
SQ2
Alexander Clunies-Ross
Swell Asset Management
Equities

A response to the Block short report

The opportunity exists to move consumer finance to the top of the commerce funnel, but it is over to Block to achieve it.
SQ2
Damon Callaghan
ECP Asset Management
Equities

Block - Part 3: The Convergence of Money and Commerce

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...
SQ2
Damon Callaghan
ECP Asset Management
Equities

Block - Part 2: Cash App's Lifecycle of Sustainable Competitive Advantage

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...
SQ2
Damon Callaghan
ECP Asset Management
Equities

Block - Part 1: Square's Lifecycle of Sustainable Competitive Advantage

At ECP, we spend a lot of time researching exceptional businesses, looking for rare combinations of competitive advantages that create conditions where strong...
SQ2
XRO
Damon Callaghan
ECP Asset Management
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