Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Chart of the week

May 28, 2025
A look at Metro Mining's bauxite production and free cash flow.
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FeaturedWeekly insights from the Trail

Chart of the week

May 22, 2025
A look at asset correlation to the US Dollar Index.
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Fund Updates

Firetrail bets this chipmaker will trump US and Chinese rivals

May 15, 2025
What do a Taiwanese semiconductor maker, a clinical research giant, and an AI-driven workflow platform have in common? In a recent interview with the AFR, S3 Portfolio Manager Annabel Riggs breaks down the investment thesis behind each.