Insights

Our latest insights from the trail

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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

July 12, 2024
1. Rain, rain go away… 2. Light bulb moment… 3. Home is where the value is…
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FeaturedWeekly insights from the Trail

Chart of the week

July 12, 2024
A look at footwear valuations ahead of the Olympics and Fisher & Paykel Healthcare's innovations to help patients breathe easier.
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Podcast

Firetrail Equity Edge Podcast Episode 12

July 8, 2024
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.
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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

July 5, 2024
1. Freight fiasco… 2. It’s not EV to get a loan… 3. Getting the gas…
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FeaturedWeekly insights from the Trail

Chart of the week

July 5, 2024
A look at equity raising in the mining sector and Firetrail’s diversified exposure across the AI supply chain.
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Weekly insights from the Trail

Three things that got the team talking this week

June 28, 2024
1. Consumer cracks 2. Business bears 3. All aboard