Eliza Clarke is joined by Blake Henricks (Deputy MD and Portfolio Manager) and Eleanor Swanson (Portfolio Manager) to wrap up the busy February 2024 reporting season in this short 5 minute video.
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.