Insights

Our latest insights from the trail

Filter

Read More
FeaturedWeekly insights from the Trail

Three things that got the team talking this week

February 23, 2024
1. Consumer check in… 2. Building backlog… 3. The cost of food…
Read More
FeaturedWeekly insights from the Trail

Chart of the week

February 23, 2024
A look at global business travel expenditure and Air Liquide's growth.
Read More
Podcast

Firetrail Equity Edge Podcast Episode 2

February 19, 2024
In this episode, Oscar Hutchinson, Portfolio Manager, tells us what he thinks really matters for the outlook for Booking Holdings, what the market is missing, and what the bull and bear case is for the company's stock price. All in 10 minutes.
Read More
Weekly insights from the Trail

Three things that got the team talking this week

February 16, 2024
1. The rise and fall of AI… 2. Where to for wages… 3. From Love story to Cruel summer…
Read More
Weekly insights from the Trail

Chart of the week

February 15, 2024
A look at the cost of climate change and SEEK's market share.
Equity-Podcast
Read More
Podcast

Equity mates investing

February 15, 2024
Anthony Doyle features on the Equity Mates Summer Series podcast, discussing AutoZone, the leading American retailer in aftermarket automotive parts and how they are trying to build a sustainable competitive advantage.