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Our latest insights from the trail

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Chart of the week

April 19, 2024
A look at ASML's revenue share and global rare earth supplies.
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Electric Vehicles Hit a Speed Bump

April 18, 2024
Following a period of exponential growth, the outlook for EV manufacturers has recently become more challenging. Where do we see the opportunities?
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Firetrail Equity Edge Podcast Episode 6

April 15, 2024
In this episode, small caps portfolio manager and ex-geologist, Matthew Fist, tells us what he thinks really matters for Genesis’ 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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Three things that got the team talking this week

April 12, 2024
1. Inflation interpretation… 2. The United States of charts… 3. Song selection…
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Chart of the week

April 12, 2024
A look at Flight Centre's market share and US occupancy rates on eclipse day.
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Three things that got the team talking this week

April 5, 2024
1. A time for deals… 2. Home is where the wealth is… 3. Home is shrinking…