network effects

The network principle behind Zuck’s Twitter stab; Staring down Powell

The term ‘network effect’ gets thrown around loosely when describing fast growing businesses. But as Erwin Tan from Lakehouse explains, there is an important...

Crypto coins have been used to raise capital, but what if they could be used as an inventive to build engagement? Mark Roddy from Holon Global Investments has been...

Japan's leading platform for trading used goods, Mercari, has grabbed the attention of the investment team at VGI Partners, who have placed it among their top 10...

IDP Education is a business with a strengthening competitive advantage that we added last year during COVID-19. In this article, we explore the emerging...

Fidelity Australia’s top stock picker Paul Taylor reflects on the common traits of two early additions to the Australian equity strategy, which he’s headed since it...

At ECP, we continually assess the quality and the sustainability of our investments to evaluate the strength of their competitive advantage through time. Xero is a...

Networks are one of the most powerful competitive advantages a business can possess. Strong network effects make it difficult for businesses to be replicated, enabling...