Square

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...

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...

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

Some people don’t find the price-to-earnings ratio very useful in gauging the “investability” of companies. And this rings particularly true if you’re looking at the...

The short answer is “very”. In the following interview, Dr Philipp Hofflin from Lazard Asset Management points to a tech wreck to demonstrate why a pullback in Aussie...

“The next Afterpay” has to be a candidate for the most overused phrase in investment circles at the moment. Companies and investors alike are finding comparisons to...

For the last couple of years, we haven’t been able to open the Australian Financial Review or pull up the Livewire site without seeing another article about Afterpay...

When Hyperion duo Mark Arnold and Jason Orthman caught wind of Square’s $39 billion bid for Afterpay they weren’t happy. Afterpay is the largest holding (11.8%) in...

Buy Now Pay Later darling Afterpay (ASX:APT) has seen its share price soar today on news of an international takeover by US payments giant Square (NYSE:SQ), with the...

My previous article described why, with stocks down, fundamentals up, and mass institutional selling, now was the time to allocate to growth. In this article, I'll...