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Simon Kawaguchi

Podcast

Firetrail Equity Edge Podcast Episode 7

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.
April 29, 2024
Podcast

Firetrail Equity Edge Podcast Episode 3

In this episode, Portfolio Manager of the Firetrail Australian High Conviction Fund, Blake Henricks, tells us what he thinks really matters for Ampol’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
March 5, 2024