A look at equity raising in the mining sector and Firetrail’s diversified exposure across the AI supply chain.
Simon KawaguchiJuly 5, 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
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
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
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
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
