Research Insights Five reasons we’re backing Qualitas Why this misunderstood private credit firm is one of our high conviction small cap holdingsSam GordonJune 16, 2025
FeaturedWeekly insights from the Trail What got the team talking this week Gold takes silverSam GordonJune 13, 2025
FeaturedWeekly insights from the Trail Chart of the week A look at AI capital expenditure.Sam GordonJune 11, 2025
Weekly insights from the Trail What got the team talking this week Watt’s the limit on AI?Sam GordonJune 5, 2025
Weekly insights from the Trail Chart of the week A look at the ASX open auction market change.Sam GordonJune 5, 2025
Weekly insights from the Trail What got the team talking this week Built, but not boughtSam GordonMay 22, 2025
Weekly insights from the Trail Chart of the week A look at asset correlation to the US Dollar Index.Sam GordonMay 22, 2025
Weekly insights from the Trail What got the team talking this week AI is going mainstream in the officeSam GordonMay 16, 2025
Weekly insights from the Trail Chart of the week A look at major bank loan and profit growth.Sam GordonMay 15, 2025
Weekly insights from the Trail Chart of the week A look at ServiceNow's AI contract value.Sam GordonMay 7, 2025
