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Investment insights ‘from the trail’
Interesting research and investment articles you can read in 5 minutes
Firetrail Analyst Series | A new lease on life for this property stock?
In the third iteration of the Firetrail Analyst Series we take a deep dive into Australian developer, Lendlease. Portfolio Manager, Blake Henricks, takes us through the strong development pipeline, and why we think this company offers compelling long-term value.
Firetrail Analyst Series | Where to for the Australian Banks?
The next iteration of the Firetrail Analyst Series dives into an incredibly important sector for income investors and SMSFs: Australian banks. Our Analyst, Scott Olsson, provides our view on the sector, and the two banks we like right now.
Firetrail Analyst Series | Amcor: An inexpensive defensive with growth optionality
Welcome to the Firetrail Analyst Series, where we take a deep dive into a stock or a sector with one of our key analysts, where we focus on what really matters for that business. In our first video Ramoun Lazar explains why we like Amcor, one of the largest packaging companies in the world.