Simon Kawaguchi, Author at Firetrail Investments

Podcast

Firetrail Equity Edge Podcast Episode 15

In this episode, global Portfolio Manager Justin Gray joins Anthony Doyle and tells us what he thinks really matters for GXO’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

Simon KawaguchiAugust 19, 2024

Weekly insights from the Trail

Three things that got the team talking this week

1. AI start-up surge… 2. A tale of two sectors… 3. Credit card crunch…

Simon KawaguchiJuly 26, 2024

Weekly insights from the Trail

Chart of the week

A look at Ampol's share price vs the Singapore refining margin and United Rentals' earnings report.

Simon KawaguchiJuly 25, 2024

Weekly insights from the Trail

Three things that got the team talking this week

1. Money, money, money… 2. Buy what you can’t see… 3. Reg check…

Simon KawaguchiJuly 19, 2024

Weekly insights from the Trail

Chart of the week

A look at the sharp 7 day performance reversal of the NASDAQ vs Russell 2000 and the account growth of Interactive Brokers.

Simon KawaguchiJuly 19, 2024

Weekly insights from the Trail

Three things that got the team talking this week

1. Rain, rain go away… 2. Light bulb moment… 3. Home is where the value is…

Simon KawaguchiJuly 12, 2024

Weekly insights from the Trail

Chart of the week

A look at footwear valuations ahead of the Olympics and Fisher & Paykel Healthcare's innovations to help patients breathe easier.

Simon KawaguchiJuly 12, 2024

Weekly insights from the Trail

Three things that got the team talking this week

1. Freight fiasco… 2. It’s not EV to get a loan… 3. Getting the gas…

Simon KawaguchiJuly 5, 2024

Weekly insights from the Trail

Chart of the week

A look at equity raising in the mining sector and Firetrail’s diversified exposure across the AI supply chain.

Simon KawaguchiJuly 5, 2024

Fund Updates

ESG investing with conviction

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