Firetrail Equity Edge | High Conviction Investing
Firetrail is an investment management firm that specialises in high conviction investing. We build concentrated portfolios of our best ideas, to generate outstanding long-term performance for our clients. We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
Episodes
Fortum is a Scandinavian electricity generator that generates clean baseload power, primarily using hydro, nuclear, and wind energy sources. Fortum has become a pure play provider of clean energy is well placed to benefit from electrification tailwinds.
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 ...
Flight Centre is a household name travel agent which books over $10 billion worth of leisure travel each year. In addition to their leisure businesses, Flight Centre is also the third largest corporate travel agent globally.
In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for Flight Centre’s earnings outlook, what the market is missing, and what the ...
Genesis Minerals is a high-quality gold miner based in the prolific Leonora District in Western Australia.
In this episode, small caps portfolio manager and ex-geologist, Matthew Fist, joins Chris Robinson and 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.
This podcast is prepared by Firetrail Investments Pty Limited...
UPM is a Finnish pulp company and is one of the biggest paper producers in the world. UPM owns, manages, and maintains 1 million hectares of forest land in Finland and Uruguay. And it does so in a sustainable way that promotes biodiversity and mitigates climate change as forests are one of the biggest carbon sinks on the planet.
In this episode, global equities analyst Georgia Locke tells us what she thinks really matters for UPM’s...
Life360 is a family safety and location sharing app and is the 5th most used social networking app in the U.S. The app offers a premium subscription which provides further safety features such as insurance and roadside assistance.
In this episode, small caps analyst Carta Ryan tells us what she thinks really matters for Life360’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stoc...
Ampol Limited is Australia’s largest transport fuels company – they source, transport and sell petrol, diesel and jet fuel. They’re a household name, with there being over 900 Ampol retail services stations across Australia and New Zealand.
In this episode, Portfolio Manager 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 comp...
Booking.com is a website where you can book hotels, flights, and car rentals. It was started in the Netherlands in 1996. Booking Holdings, the parent company of Booking.com, was listed on the Nasdaq in 1999. Now, it’s one of the world’s top travel companies.
Micron Technology is a company from the USA that makes computer memory and storage products. This includes things like RAM, flash memory, semiconductors, and USB drives. They make products for a lot of different uses, like computers, cars, and mobile devices. They’ve been around for over 45 years.
In this episode, James Miller, Portfolio Manager, tells us what he thinks really matters for the outlook for Micron, what the market is ...
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