Podcast

Baby Bunting Group (BBN) is Australia’s largest specialty maternity and baby retailer, with 75 stores across Australia and New Zealand. In this episode, Firetrail Australian Small Companies Fund Analyst Carta Ryan joins product specialist Ben West and tells us what she thinks really matters for BBN’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this special edition of the Firetrail Equity Edge podcast, Catie Ryan is joined by Eleanor Swanson, Co-Portfolio Manager of the Firetrail Australian Small Companies Fund, and Blake Henricks, Co-Portfolio Manager of the Firetrail Australian High Conviction Fund.

In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for TSMC’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, global Portfolio Manager Annabel Riggs joins Catie Ryan and tells us what she thinks really matters for Deere's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail High Conviction Fund co-portfolio manager Scott Olsson joins product specialist Catie Ryan and tells us what he thinks really matters for Telstra’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this final episode of the Firetrail Equity Edge podcast for 2024, Firetrail Managing Director Patrick Hodgens joins Catie Ryan to spotlight the newly listed ETF for the Firetrail Small Companies Fund - Active ETF (ASX: FSML). FSML offers investors access to 40–60 of Firetrail’s best small-cap ideas in a single trade, with no minimum investment.

In this episode, Firetrail High Conviction Fund co-portfolio manager Blake Henricks joins product specialist Catie Ryan and tells us what he thinks really matters for SEEK’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, Firetrail High Conviction Fund co-portfolio manager Scott Olsson joins product specialist Catie Ryan and tells us what he thinks really matters for Fisher & Paykel Healthcare’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for WiseTech’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.

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.