Simon Kawaguchi, Author at Firetrail Investments

Chart of the week

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

Podcast

Firetrail Equity Edge Podcast Episode 4

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

Fund Updates

Pinnacle Insights Series 2024 – Australian Equities

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

Fund Updates

2024 Reporting Season Recap

Eliza Clarke is joined by Blake Henricks (Deputy MD and Portfolio Manager) and Eleanor Swanson (Portfolio Manager) to wrap up the busy February 2024 reporting season in this short 5 minute video.

Simon KawaguchiMarch 11, 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.

Simon KawaguchiMarch 5, 2024

Fund Updates

Pinnacle Insights Series 2024

James Miller presents at the Pinnacle Insights Series 2024, sharing the team's latest approach on investing in global companies with a sustainable edge.

Simon KawaguchiFebruary 14, 2024

Weekly insights from the Trail

Chart of the week

Illustrating Risk v Returns in investments (and tennis!)

Simon KawaguchiJanuary 18, 2024

Weekly insights from the Trail

Chart of the week

A look at how more neutral interest rates have impacted growth & value investments and which age groups are contributing most to consumer spending.

Simon KawaguchiNovember 24, 2023

Weekly insights from the Trail

Chart of the week

A look at why we turned our office bright pink last week.

Simon KawaguchiNovember 10, 2023

Fund Updates

Pinnacle Summit Series 2023

Anthony Doyle presents the latest global market outlook and portfolio update for the Firetrail S3 Global Opportunities Fund (Managed Fund) at the Pinnacle Summit Series 2023.

Simon KawaguchiJuly 26, 2023