Sam Gordon, Author at Firetrail Investments

Weekly insights from the Trail

A look at wage growth and the outlook for Small Caps.

Sam GordonJanuary 25, 2024

Weekly insights from the Trail

A look at Interactive Brokers customer cash flows and major bank revenue & cost growth.

Sam GordonJanuary 11, 2024

Weekly insights from the Trail

A special Christmas edition showcasing some of the best toy opportunities in the market!

Sam GordonDecember 15, 2023

Weekly insights from the Trail

A look at the global Immunoglobulin market and the price to earnings ratio forecast for Apple and Microsoft.

Sam GordonDecember 8, 2023

Weekly insights from the Trail

A look at Flight Centre's revenue and American flight passenger numbers.

Sam GordonNovember 30, 2023

Weekly insights from the Trail

A look at fibre coverage in the Netherlands and non-residential construction approvals.

Sam GordonNovember 17, 2023

Weekly insights from the Trail

A look at the US corporate debt market and Domino's sales growth.

Sam GordonNovember 3, 2023

Weekly insights from the Trail

A look at Microsoft's strategy for their new AI product Copilot.

Sam GordonOctober 26, 2023

Weekly insights from the Trail

A look at NVIDIA's processing units and Micron's memory prices.

Sam GordonOctober 20, 2023

Weekly insights from the Trail

A look at the US property premiums and CSL Behring's plasma gross margins.

Sam GordonOctober 13, 2023