1. Rain, rain go away… 2. Light bulb moment… 3. Home is where the value is…
Simon KawaguchiJuly 12, 2024
A look at equity raising in the mining sector and Firetrail’s diversified exposure across the AI supply chain.
Simon KawaguchiJuly 5, 2024
Over 5 short videos, Head of Investment Strategy Anthony Doyle shares Firetrail's process of picking current and future sustainable leaders to develop a concentrated portfolio of global equities.
Simon KawaguchiMay 22, 2024
In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for Flight Centre’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Simon KawaguchiApril 29, 2024
1. Migration is not moderating… 2. Cost of goods… 3. Aging like a wine…
Simon KawaguchiMarch 22, 2024
Firetrail Investment Specialist Eliza Clarke and Equity Analyst Dean Fremder share their ‘Chart of the Week’: a look at increasing cost of insurance and market expectations in response to the Fed's latest interest rate announcement.
Simon KawaguchiMarch 22, 2024
In this episode, small caps analyst Carta Ryan tells us what she thinks really matters for Life360’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Simon KawaguchiMarch 18, 2024
Blake Henricks presents at the Pinnacle Insights Series 2024, sharing the team's latest views on Australia’s big bank valuations & two high conviction investment calls.
Simon KawaguchiMarch 15, 2024
