Podcast

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.

In this episode, Portfolio Manager Ramoun Lazar joins Investment Specialist Chris Robinson and tells us what he thinks really matters for James Hardie’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 Matthew Thompson joins investment specialist Eliza Clarke and tells us what he thinks really matters for Santos’ 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 Dean Fremder joins investment specialist Chris Robinson and tells us what he thinks really matters for BlueScope’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.