Podcast

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.

In this episode, Oscar Hutchinson, Portfolio Manager, tells us what he thinks really matters for the outlook for Booking Holdings, what the market is missing, and what the bull and bear case is for the company's stock price. All in 10 minutes.

Anthony Doyle features on the Equity Mates Summer Series podcast, discussing AutoZone, the leading American retailer in aftermarket automotive parts and how they are trying to build a sustainable competitive advantage.

The inaugural podcast episode features James Miller, Portfolio Manager, who looks at Micron Technology, a US-based maker of computer memory and storage products.