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

November 29, 2024
1. European gas inventory, being drawn down 2. A tale of Index changes 3. China EVs have achieved parity
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FeaturedWeekly insights from the Trail

Chart of the week

November 28, 2024
A look at Autozone's cash conversion cycle.
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Podcast

Firetrail Equity Edge Podcast Episode 21

November 25, 2024
In this episode, Firetrail High Conviction Fund analyst Matt Thompson joins product specialist Ben West and tells us what he thinks really matters for Origin’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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Weekly insights from the Trail

Three things that got the team talking this week

November 22, 2024
1. Office – location, location 2. SEEK job pricing moving higher 3. Doctors in demand!
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Weekly insights from the Trail

Chart of the week

November 22, 2024
A look at SEEK's average job ad price in Australia.
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Fund Updates

Webinar – Introducing ASX: FSML (The Firetrail Australian Small Companies Fund – Active ETF)

November 21, 2024
In this webinar, Portfolio Managers Matthew Fist and Eleanor Swanson explain what the active-ETF offers investors and outlines Firetrail's approach to investing across the asset class.