Insights

Our latest insights from the trail

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Research Insights

A New Era for BlueScope Steel?

May 19, 2024
Why we see significant upside in this Aussie industrial icon.
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FeaturedWeekly insights from the Trail

Three things that got the team talking this week

May 17, 2024
1. Housing hotspot 2. Coming to you live 3. Savings spent
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FeaturedWeekly insights from the Trail

Chart of the week

May 17, 2024
A look at Life360's growth and Australia's ageing population.
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Research Insights

This small-cap healthcare stock has significant AI tailwinds

May 15, 2024
A look at how Integral Diagnostics is harnessing AI and teleradiology to scale operations and capitalise on a fragmented imaging market for substantial growth.
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Podcast

Firetrail Equity Edge Podcast Episode 8

May 15, 2024
In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Fortum’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

May 10, 2024
1. Consumer crack/ing 2. Eyeballs on employment 3. How about the weather