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

October 18, 2024
1. US airlines are flying 2. JP Morgan pivoting to a soft landing? 3. Reading a hurricane chart
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FeaturedWeekly insights from the Trail

Chart of the week

October 17, 2024
A look at major copper discoveries.
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Podcast

Firetrail Equity Edge Podcast Episode 19

October 14, 2024
In this episode, Firetrail High Conviction Fund co-portfolio manager Scott Olsson joins product specialist Catie Ryan and tells us what he thinks really matters for Fisher & Paykel Healthcare’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

October 11, 2024
1. US dominance 2. Are you ready to jump into a driverless car? 3. How much do tennis players make?
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Weekly insights from the Trail

Chart of the week

October 10, 2024
A look at the Chinese infant formula market share.
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Weekly insights from the Trail

Three things that got the team talking this week

October 4, 2024
1. War and Oil 2. Copper - deep dive 3. France – great for visiting, not so good for doing business