Shows
Firetrail Equity Edge | High Conviction InvestingHidden risks of passive investing — where active has the edgePassive and index-style investing now dominate global and Australian equity markets while active management has been falling out of favour. But it’s our view passive investing is riskier than ever, and well-executed active management offers patient investors a better way forward.
In this episode, Firetrail Managing Director Patrick Hodgens and Product Specialist Catie Ryan unpack why the traditional promises of passive investing are breaking down, how index concentration and mechanical flows are distorting prices, and where genuinely active managers still have an edge. From fragile liquidity in mega caps to better value and volatility-driven opportunity outside th...
2025-12-1821 min
Money of Mine30 Fundies’ Highest Conviction Trades for 2026 (Part 2)The second half of the 30 top fund managers share their boldest predictions for 2026 in the commodities sector. Each guest answers the same four rapid-fire questions: • Their highest conviction call• Most non-consensus view• Best performing commodity • Worst performing commodity …………...… DIRECTOR'S SPECIAL EMAIL Join 15k+ subscribers to the Director’s Special: one daily email with all the news that matters in mining CHRISTMAS DRINKS 5PM Tuesday 16th December at Brewdog Perth. RSVP here: https://calendarlink.com/event/9FJi5…………… TIMESTAMPS (00:00) Introduction(03:20) David Sparks...
2025-12-121h 39Firetrail Equity Edge | High Conviction InvestingThe Investment Case for Macquarie GroupMacquarie Group (MQG) is global financial services group based in Sydney. They provide the full spectrum of financial services across banking, funds management, advisory, and also hold significant investments on their own balance sheet.
In this episode, Firetrail High Conviction Fund Portfolio Manager Scott Olsson joins product specialist Ben West and tells us what he thinks really matters for MQG’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
MQG is a key holding in the Firetrail High Conviction Fund
This po...
2025-11-0306 minFiretrail Equity Edge | High Conviction InvestingVirgin is Taking Off: The Investment Case for this AirlineVirgin Australia Airlines has recently re-listed on the ASX. As one of only 3 airlines now operating domestic flights in Australia, Virgin holds a significant market position - but we believe the market is still undervaluing this stock.
In this episode, Firetrail Australian High Conviction Analyst Oscar Gee joins product specialist Catie Ryan and tells us what he thinks really matters for Virgin's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Virgin is a key holding in the Firetrail Australian High Conviction Fund and...
2025-09-3009 minFiretrail Equity Edge | High Conviction InvestingPowering the World: Inside CATLCATL is the world’s largest battery cell manufacturer, producing around one-third of all global battery cells. Dual-listed in China and Hong Kong, it is a key supplier to the global electric vehicle industry.
In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for CATL’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
CATL is a key holding in the Firetrail S3 Global Opportunities Fund
Th...
2025-09-0109 minFiretrail Equity Edge | High Conviction InvestingServiceNow and the $400 billion AI opportunity: Why agentic AI could change everythingAgentic AI is the next frontier in enterprise automation—and ServiceNow is right at the centre of it. ServiceNow is a cloud-based software platform that helps businesses automate and streamline workflows across IT, HR, customer service, and more. The company uses agentic AI, enabling autonomous, AI-driven decision-making and task execution to boost efficiency and productivity.
In this episode, global equities analyst Sophie Carran joins Catie Ryan and tells us what she thinks really matters for Service Now's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price....
2025-08-0409 minFiretrail Equity Edge | High Conviction InvestingDigiCo: Where AI Meets InfrastructureDigiCo Infrastructure REIT (DGT) is an owner, operator, and developer of data centres. The business currently owns a portfolio of 10 data centres across Australia and the U.S., with additional sites under development.
In this episode, Firetrail Australian High Conviction Analyst David Glasser joins product specialist Ben West and tells us what he thinks really matters for DGT’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
DGT is a key holding in the Firetrail Australian High Conviction Fund and the Firetrail Absolute Re...
2025-06-2307 minFiretrail Equity Edge | High Conviction InvestingThe other AI stock: you know NVIDIA, but what about AMD?Advanced Micro Devices (AMD) are one of the key architects of the digital world. They design high-performance microprocessors – essentially, the "brains" – that power a vast range of electronics. Their CPUs rival Intel in computing, while their GPUs compete with Nvidia in the booming AI space.
In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager Justin Gray joins product specialist Catie Ryan and tells us what he thinks really matters for AMD’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
AMD is a key...
2025-06-0108 minFiretrail Equity Edge | High Conviction InvestingRock-a-Buy Baby Bunting?Baby Bunting Group (BBN) is Australia’s largest specialty maternity and baby retailer, with 75 stores across Australia and New Zealand. In this episode, Firetrail Australian Small Companies Fund Analyst Carta Ryan joins product specialist Ben West and tells us what she thinks really matters for BBN’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Baby Bunting is a holding in the Firetrail Australian Small Companies Fund.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the F...
2025-05-0406 min
Money of MineFocusing on fundamentals amid volatility (Matt Fist of Firetrail)Matthew Fist, Portfolio Manager of the Firetrail Small Cap fund, breaks down how he’s making sense of markets, his preference to focus on bottom-up fundamentals in times of macro volatility, and how he’s positioning the fund across commodities, including detailed thoughts on a host of gold, copper, lithium and uranium miners. Sign-up for the Director’s SpecialChapters:(0:00) Introduction(3:01) How to feel about markets right now(11:58) Impact of a trade war?(15:45) Lithium reflections from China visit(19:23) Lithium...
2025-04-111h 03
The Ideas ExchangeUnderstanding Markets: Performance, analysis and getting startedJoin us with Firetrail’s Portfolio Managers, Eleanor Swanson and James Millar, as we turn our attention to understanding markets for the third episode in our series, A beginner’s guide to investing. Eleanor and James share their stories of how they became interested in investing which ultimately led them to forging a career in investing as Portfolio Managers. We discuss how markets have been performing overall through January and February before breaking down ways to analyse stocks usings methods such as fundamental and technical analysis.In our second series this year, we’ll visit...
2025-04-0331 minFiretrail Equity Edge | High Conviction InvestingReporting Season Recap - Fund Manager's Insights on Aussie MarketIn this special edition of the Firetrail Equity Edge podcast, Catie Ryan is joined by Eleanor Swanson, Co-Portfolio Manager of the Firetrail Australian Small Companies Fund, and Blake Henricks, Co-Portfolio Manager of the Firetrail Australian High Conviction Fund.
This episode covers Firetrail insights on the Aussie February 2025 reporting season across large caps and small caps. Blake, Eleanor and Catie discuss the key themes that were seen across the season, some of the winners and losers, and key positioning changes made as a result. Stocks mentioned include Light & Wonder, BlueScope, WiseTech, Block, A2 Milk, Bravura Solutions, Viva Energy...
2025-03-1608 minFiretrail Equity Edge | High Conviction InvestingThe Taiwan based Mega-Cap keeping the world runningTaiwan Semiconductor Manufacturing Company (TSMC) is a Taiwan based pure-play semiconductor foundry, focused exclusively on the manufacturing of logic chips. The chips TSMC manufacture are essential to many technology giants and are at the heart of numerous everyday products such as smartphones, laptops and electric vehicles.
In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for TSMC’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
TSMC is...
2025-03-0214 minFiretrail Equity Edge | High Conviction InvestingAll Ears on Deere: the Investment Case for John DeereJohn Deere is a U.S.-listed agricultural and construction equipment manufacturer, best known for its iconic green tractors seen on farms worldwide. With 187 years of history, Deere is a high-quality cyclical business.
In this episode, global Portfolio Manager Annabel Riggs joins Catie Ryan and tells us what she thinks really matters for Deere's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Deere is a holding in the Firetrail S3 Global Opportunities Fund.
This podcast is prepared by Firetrail Investments Pty...
2025-02-1610 minFiretrail Equity Edge | High Conviction InvestingIs Telstra Still the Market Leader in Aussie Telco? The Investment ViewTelstra is Australia’s leading telecommunications provider, with over 50% market share. Despite charging more than its competitors, it continues to grow its market share, highlighting the strength of its service and customer loyalty.
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 Telstra’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Telstra is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund...
2025-02-0207 min
On the CouchOn the Couch with Matthew Fist: Insights from Firetrail InvestmentsWelcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments.Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients.Matt manages the Small Companies Fund, with a particular focus on the resources sector...
2025-01-2435 minFiretrail Equity Edge | High Conviction InvestingBeep Beep: Why we consider CAR Group a quality investmentCAR Group is an Australian based global digital marketplace business most well-known for its used car platform Carsales. It also owns the dominant auto classifieds business in South Korea, Brazil and the US.
In this episode, Firetrail Australian Equities Analyst Dean Fremder joins product specialist Ben West and tells us what he thinks really matters for CAR Group’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
CAR Group is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fu...
2025-01-1905 min
The Finance GarageEp 8 - Small Caps, Big Opportunities: Unlocking Hidden Gems in Local Markets - ft. Patrick Hodgens🎙️ Welcome back to The Finance Garage!In this episode, Jonathan Wu is joined by Patrick Hodgens from Firetrail Investments, a veteran with over 40 years of experience in the financial sector. Together, they delve into the dynamic world of small-cap investing, often overlooked but brimming with innovation and growth potential.Discover how small-cap companies can deliver outsized returns, driven by entrepreneurial spirit and market disruption. Paddy shares his journey from a math-loving teenager to a leading figure at Macquarie and now Firetrail, offering valuable insights into crafting a successful investment strategy in this high-potential space.Whe...
2025-01-0555 min
Equity Mates Investing PodcastJames Miller - AI tools we can all use to become better investors | Summer SeriesJames Miller is a cofounder of Firetrail and Portfolio Manager of the S3 Global Opportunities FundThroughout this Summer Series, we're speaking to 12 accomplished investors and financial advisors to unpack their journeys in finance and the lessons they've learned along the way.In today's conversation with James, we're unpacking:James' unconventional path into funds managementHow James researches investment opportunities and develops expertise in new marketsThe AI tools we can all use to become better investorsThe similarities and differences when investing in different parts of the market - Australian small caps to global...
2025-01-0539 min
Money of Mine18 Fundies’ Predictions for Commodities is 2025 (Part 2)This episode is one of our favourites for the year, with fundies sharing their wisdom and insights on the year ahead.We learn about what these money managers think will do well, what to avoid and what nobody else is talking about for what’ll no doubt be a fascinating year.Sign-up for the Director’s Special Please read our Privacy Policy and Disclaimer here Thank you to our Partners: Mineral Mining Services – Your preferred mining contractor enqui...
2024-12-1852 minFiretrail Equity Edge | High Conviction InvestingFiretrail Managing Director's #1 Small Caps Stock PickIn this final episode of the Firetrail Equity Edge podcast for 2024, Firetrail Managing Director Patrick Hodgens joins Catie Ryan to spotlight the newly listed ETF for the Firetrail Small Companies Fund - Active ETF (ASX: FSML). FSML offers investors access to 40–60 of Firetrail’s best small-cap ideas in a single trade, with no minimum investment.
Paddy discusses what sets Firetrail’s small-cap investing approach apart, including its coverage of all market styles and deep expertise in resources and biotech. These factors have driven the Fund’s exceptional performance since inception.
Catie also reflects on the podcast’...
2024-12-0808 minFiretrail Equity Edge | High Conviction InvestingOrigin Energy: Where Utilities Meet InnovationOrigin Energy is a leading player in the electricity retailing and generation sector in Australia. Origin also has key investments in APLNG, and Octopus Energy including its software platform Kraken.
In this episode, Firetrail High Conviction Fund analyst Matt Thomson joins product specialist Ben West and tells us what he thinks really matters for Origin’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Origin is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund.
This po...
2024-11-2407 minFiretrail Equity Edge | High Conviction InvestingRecruitment reinvented: why we believe SEEK is a compelling investmentSEEK is an Australian-based online employment marketplace that connects job seekers with employers across various industries. SEEK also has a venture capital arm that invests in high growth technology businesses.
In this episode, Firetrail High Conviction Fund co-portfolio manager Blake Henricks joins product specialist Catie Ryan and tells us what he thinks really matters for SEEK’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
SEEK is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund.
Th...
2024-11-1006 min
Your WealthSmall caps for growth and valueWhile many look to smaller companies for growth potential, the ASX offers a number of high quality smaller businesses at attractive valuations as well. So where should investors look for potential winners?
Firetrail Investments portfolio manager Eleanor Swanson joins the podcast to discuss:
why the more cyclical end of the market should start to perform
where to look for turnaround stories and the right kind of re-rating
the resources sector with the best supply/demand outlook, and
her favourite stocks now, and what she’s keen to buy in a pullback
You can access this an...
2024-11-0629 minFiretrail Equity Edge | High Conviction InvestingThe Ed-Tech stock making waves in school and family safetyQoria (ASX:QOR) is a technology company in the rapidly-growing global parental control and cyber safety market. Qoria offers a comprehensive suite of digital safety technology including classroom management, firewall tools, parental controls, digital wellbeing resources and monitoring solutions.
In this episode, small caps analyst Carta Ryan joins product specialist Catie Ryan and tells us what she thinks really matters for Qoria’s 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 (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the...
2024-10-2706 minFiretrail Equity Edge | High Conviction InvestingWhy you shouldn't sleep on Fisher & Paykel HealthcareFisher & Paykel Healthcare is a manufacturer and designer of products for use in respiratory care, acute care, and the treatment of obstructive sleep apnoea.
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.
Fisher & Paykel Healthcare is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund.
This podcast is...
2024-10-1306 minFiretrail Equity Edge | High Conviction InvestingPlugging into Schneider Electric: powering your life without you noticing!Schneider Electric is a French listed multinational company specialising in producing all kinds of electric products at a low or medium voltage level. This ranges from something as simple as your nearest light switch to advanced electrical systems for factories and stadiums. Schneider has several powerful growth drivers including the push towards electrification, efficiency, and the rise of data centres.
In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Schneider’s earnings outlook, what the market is missing, and what the bull and bear case is fo...
2024-09-2907 min
Money TalkBusiness and Market DiscussionBarry Wood, RTHK’s International Economics Correspondent and Anthony Doyle, Head of Investment Strategy, Firetrail join Steven Filby to talk about China’s biggest stimulus packages for its economy and more on the latest US Consumer Confidence numbers.
2024-09-2515 minFiretrail Equity Edge | High Conviction InvestingThe investment machine behind a European retail giant3i is a UK-listed investment company specialising in Private Equity and Infrastructure. Its key holding is Action, a fast-growing European retailer known for offering household goods at low prices and in bulk quantities. Action’s impressive growth and potential for expansion have made it a cornerstone of 3i’s portfolio, driving strong returns for the company.
In this episode, global Portfolio Manager Oscar Hutchinson joins Anthony Doyle and tells us what he thinks really matters for 3i’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price...
2024-09-1505 minFiretrail Equity Edge | High Conviction InvestingRevolutionising logistics: a wise tech investmentWiseTech is a software company that serves as a one-stop-shop for freight forwarding logistics. Their platform simplifies and optimizes complex supply chains, making it an indispensable tool for freight forwarders worldwide. WiseTech’s innovation and growth have secured them partnerships with major global brands like DHL and Kmart.
In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for WiseTech’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
WiseTech is a holding in t...
2024-09-0106 minMoney TalkBusiness and Market DiscussionBarry Wood, RTHK’s International Economics Correspondent, and Anthony Doyle, Head of Investment Strategy, Firetrail join Andrew Work to discuss market movements in the US as monetary policy set out by the Fed signalled a potential rate cut, all while A...
2024-08-2818 minFiretrail Equity Edge | High Conviction InvestingMission Critical: the company behind the world’s biggest brandsGXO is a US-listed logistics company specialising in warehouse operations. Their highly sophisticated and automated warehouses are built to keep up with the challenges of today’s fast-growing e-commerce. GXO’s high-quality service has earned them some of the world’s biggest brands as clients, such as Apple, Nike, and Nestle.
In this episode, global Portfolio Manager Justin Gray joins Anthony Doyle and tells us what he thinks really matters for GXO’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
GXO is a holdin...
2024-08-1908 minFiretrail Equity Edge | High Conviction InvestingSiding Success Story: the Parramatta Eels 2025 sponsor taking on the worldJames Hardie is a leading manufacturer of building materials. The company offers a wide range of solutions, including cladding, interior linings, flooring, and eaves, designed for both residential and commercial applications. Known for their ability to withstand harsh weather conditions, James Hardie's products are trusted by builders and homeowners alike.
In this episode, Portfolio Manager Ramoun Lazar joins Investment Specialist Chris Robinson and tells us what he thinks really matters for James Hardie’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
James Ha...
2024-08-0408 min
SBS On the MoneySBS On the Money: Earning Season predictions and analysisLess than a week out – what to expect from the upcoming Australian earnings season, plus two of the magnificent 7 – Tesla and Google parent Alphabet report in the US. Rhayna Bosch speaks to Lead Investments Strategist for Firetrail Investments, Anthony Doyle.
2024-07-2407 minSBS On the MoneySBS On The Money: 23 July 2024The Australian share market has posted a recovery today – following a strong US lead….as global commodity prices fall in response to China. The slide in copper weighing on the Aussie dollar, which clocked its seventh straight session of losses against the US dollar. Rhayna Bosch speaks to Lead Investments Strategist for Firetrail Investments, Anthony Doyle.
2024-07-2306 minFiretrail Equity Edge | High Conviction InvestingEnergy gaps? Santos has the solution.Santos is an Australian oil and gas exploration and production company. While Santos owns assets in liquefied natural gas, pipeline gas, and oil, it also plays an important role in the energy transition.
In this episode, equity analyst Matthew Thomson joins investment specialist Eliza Clarke and tells us what he thinks really matters for Santos’ earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Santos is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund.
This podcast is...
2024-07-2208 minSBS On the MoneySBS On the Money: ASX200 breaks 8000 points for first time ever + China's slow economyThe ASX200 breaks 8000 points for the first time ever. SBS Finance Editor Ricardo Gonçalves speaks with Anthony Doyle from Firetrail Investments and Piers Bolger from Infinity Asset Management LLP for more, plus Economist Janu Chan goes through the day's China GDP numbers as the nation's leaders prepare to meet to discuss its future.
2024-07-1515 minFiretrail Equity Edge | High Conviction InvestingSteel's New Groove: The Transformation of an Industry LeaderBlueScope is Australia’s largest steelmaker based in Port Kembla, NSW. BlueScope is also known for making value-added steel products like COLORBOND, which has 90% market share of metal roofing in Australia.
In this episode, equity analyst Dean Fremder joins investment specialist Chris Robinson and tells us what he thinks really matters for BlueScope’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
BlueScope is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund.
This podcast is prep...
2024-07-0707 minFiretrail Equity Edge | High Conviction InvestingFrom cyber attacks to cyclones: mastering the toughest insurance marketsRyan Specialty is a US-based insurance broker helping businesses get insured for hard-to-insure risks. From cyber attacks to catastrophic weather events, Ryan can get clients insured without taking on any balance sheet risk.
In this episode, analyst Annabel Riggs joins Anthony Doyle and tells us what she thinks really matters for Ryan’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Ryan Specialty is a key holding in the Firetrail S3 Global Opportunities Fund.
This podcast is prepared by Firetrail Investments Pt...
2024-06-2309 minFiretrail Equity Edge | High Conviction InvestingScaling success: the secrets behind continuous market share gainsUnited Rentals is an American-based equipment rental company that leases heavy machinery such as forklifts, diggers, and aerial platforms. Over the years United Rentals has consistently gained market share, thanks to its scale and superior business model. Impressively, the company has outperformed the market by over 15% per year for the last 15 years.
In this episode, global Portfolio Manager Oscar Hutchinson joins Eliza Clarke and tells us what he thinks really matters for United Rental's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
United...
2024-06-0706 min
Money of Mine2 Fundies’ views on Uranium, Debt Funding and Management PremiumsOn our voyage to Sydney, we sat down with Darko Kuzmanovic (Janus Henderson) and Matt Fist (Firetrail), alongside Livewire’s James Marley, to pick the brains of these resource investors.This video is part 2 of the interview, with part 1 posted on Livewire’s channel last Friday (link below).While part 1 covered resource investing fundamentals, lithium (IGO, PMT, PLS) and copper, part 2 dives further into copper, gold, some fascinating views on debt vs equity funding projects, management premiums and the uranium trade. Link to Part 1: https://www.youtube.com/w...
2024-06-0339 minFiretrail Equity Edge | High Conviction InvestingSilver linings: the only listed aged care provider in AustraliaRegis Healthcare is one of the largest aged care providers in Australia. The company is benefitting from long term structural tailwinds given the nation’s growing aging population.
In this episode, small caps portfolio manager Eleanor Swanson joins investment specialist Chris Robinson and tells us what she thinks really matters for Regis’ earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Regis Healthcare is a holding in the Firetrail Australian Small Companies Fund and the Firetrail Absolute Return Fund.
This podcast is prep...
2024-05-2607 minFiretrail Equity Edge | High Conviction InvestingPower Play: the Company Harnessing Nuclear and HydroFortum 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 what the bull and bear case is for the company's stock price.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the...
2024-05-1209 minFiretrail Equity Edge | High Conviction InvestingFrom boardrooms to beaches: the travel agent that does it allFlight 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 bull and bear case is for the company's stock price.
Flight Centre is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fu...
2024-04-2807 minFiretrail Equity Edge | High Conviction InvestingStriking gold: from rocks to returnsGenesis 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 (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail Australian Small Companies Fund ARSN 638 792 113 (‘the Fund’). This communication is for general information only. It is not intend...
2024-04-1408 minFiretrail Equity Edge | High Conviction InvestingFrom trees to treasure: the green gold behind your coffee cupUPM 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 earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
...
2024-04-0107 min
The Ideas ExchangeFinding the sustainable competitive advantageEconomists are currently saying we have a return to sound money (i.e. real estate, gold, silver, and bonds), so the 60/40 portfolio is back (60% equities/40% bonds), re-iterating the importance and virtues of diversification. In this jam-packed episode Anthony Doyle, Head of Global Investment Strategy at Firetrail shares his thoughts on how they are managing company valuations, given that interest rates are expected to stay elevated for longer. He explains the value of high conviction investing and highlights the core investment principles Firetrail follow when choosing what companies to invest in. Plus, Anthony presents six company stories that Fi...
2024-03-2632 minFiretrail Equity Edge | High Conviction InvestingThe Aussie small cap that has built the 5th most used social networking app in the U.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 stock price.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetr...
2024-03-1705 minFiretrail Equity Edge | High Conviction InvestingWhat do Juice, Burgers, and Fuel have in Common?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 company's stock price.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 62...
2024-03-0308 minFiretrail Equity Edge | High Conviction InvestingThe Tech Company Making Money From Your Next Vacation
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.
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.
This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrai...
2024-02-1810 minEquity Mates Investing PodcastSelling car parts, buying back stock - Autozone | Summer SeriesWelcome to the Equity Mates Summer Series, over 12 episodes we’re deep diving into some of the most exciting, interesting and well-known companies from around the world. AutoZone, Inc., the leading American retailer in aftermarket automotive parts and accessories, stands as the largest of its kind in the United States. Specialising in auto parts retail with its own private label brands, AutoZone boasts a robust network of 7,140 stores spanning the United States, Mexico, Puerto Rico, Brazil, and the US Virgin Islands. Unique to its operational model, all AutoZone stores are corporately owned, as the company operates without franchises. We're jo...
2024-02-1432 minFiretrail Equity Edge | High Conviction InvestingYou Probably Have One of This Company's Products In Your PocketMicron 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 missing, and what the bull and bear case is for the company's stock price.
This podcast is prepared by Firetrail Investments Pty Lim...
2024-02-0109 min
Talk Money To Me12 Stocks of Xmas: Part 2It's the second part of this special episode of Talk Money to Me, join Candice, Felicity, and a host of Talk Money To Me’s favourite money experts as they bring you 12 stock picks of Christmas! Anthony Doyle from Firetrail Rajeev Gupta the Founding Partner of ALIUM Capital David Franklyn from ArgonautChristian Mariani the Investment Specialist within the US Equity team of JP Morgan.Jules Cooper our very own Shaw and Partners And finally Jessica Leung from Global X ETFs As Felicity and Candice continue to lead you through these experts’ 2024 choices to...
2023-12-0827 min
Making Cents of it AllITB: International Equities Deep dive with Firetrail InvestmentsIn this episode of our In The Black Segment, Louis is joined by Anthony Doyle, Head of Investment Strategy at Firetrail Investments. Anthony provides some invaluable insights into the current macro environment with a more bullish tone than the market, identifies some opportunities being made available in light of elevated index concentration and pops the hood on Firetrail’s investment process.
Should you have any questions on the content within this episode, please reach out using the detail below.
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2023-11-1733 minTalk Money To MeInvesting into high conviction, global sustainable equities | Where Firetrail are seeing opportunity?In this week’s episode, Candice and Felicity speak with Anthony Doyle the Portfolio Manager of Firetail’s S3 Global Opportunities Fund This Fund brings investors a unique exposure to global equity markets through:• A high conviction, concentrated portfolio of approximately 30 stocks from both developed and emerging markets.• Stock-specific opportunities focused on finding unappreciated positive change attributes.• Unique risk management to ensure that stocks drive returns rather than macro drivers In this conversation, Anthony explains Firretail's S3 attributes; Sustainable business models, Sustainable earnings and Sustainable positive cha...
2023-09-1552 min
Signal or NoiseSignal or Noise: 10 things every investor should know right nowWhen Livewire's Hans Lee set out to create a macro-focused series 18 months ago, he had one mission. From the beginning, the aim has been to make economics and data more relevant to the everyday investor.
In every episode, we endeavour to take the most interesting headlines and narratives from the financial press before breaking them down in a way that you can use in your investment journey.
But as the series has developed its audience over the last 18 months, we've also learned there has been an appetite for education. Not just explaining why the data poin...
2023-09-1126 minYour WealthSoft landing – could we really pull it off, and what does it mean for markets?Markets and central banks appear increasingly hopeful that the ideal scenario - a soft landing - could be incoming, with inflation moderating, employment strong and economic growth slowing but still positive. But how great is the risk that we fall short?
Anthony Doyle from Firetrail joins the podcast to discuss:
How confident central banks remain in their actions to date
What a soft landing means for markets and the economy
The steps that central banks are taking to keep their plan on track, and
How to prepare for any eventuality, as an investor.
You can ac...
2023-08-3032 min
The Rules of InvestingThis energy company hasn’t seen conditions this good in 25 yearsIn sports, players deemed to be "all rounders" don't usually dominate headlines and highlight reels. Yet, over the course of their careers, their flexibility and consistent performance can prove invaluable.
The same can be said of investing. You have growth managers, value managers and everything in between. When market conditions are favourable, they're on. But when markets favour another style, they take a back seat. Sometimes for a decade or longer.
Today’s guest is Blake Henricks, portfolio manager at Firetrail Investments, a high conviction manager of Aussie and global equities.
Firetrail live by t...
2023-06-3038 min
Praemium Investment LeadersKey Market Drivers for FY24 & BeyondIn the latest episode of our podcast, we assemble an exceptional panel of fund managers: Tim Toohey from Yarra Capital Management, Blake Henricks from Firetrail, and John Mulquiney from Lazard. They offer their expert insights into the key market drivers for the upcoming financial year – demographics, energy transition, and macroeconomic trends. Designed to deliver insights financial advisers can use in their end of year client meetings, this episode is a compact guide to the factors steering tomorrow's markets. Praemium Limited is the issuer of the Investment Leaders and Advice Leaders podcasts. These podcasts are for information purposes only...
2023-06-0857 min
Chris Judd's Talk Ya Book PodcastAnthony DoyleOn the latest Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail Investments. Anthony talks us through international insurance firm Ryan Specialty Holdings. Further discussing why insurance brokers can often do better in the uncertain times we're in. Proudly presented by Honan (www.honan.com.au).See omnystudio.com/listener for privacy information.
2023-05-2414 min
Australian Investors Podcast200 hours per stock: this could be the best investment process I've come across... ft. Anthony DoyleAnthony Doyle is Head of Investment Strategy at Firetrail, and for the Firetrail S3 Global Opportunities Fund (ASX: S3GO).Anthony recently joined Owen Rask in Rask's Melbourne studio for a deep dive into the Firetrail investment process, how the team researches stocks, debates ideas and finds structural growers.The conversation also offers wide-ranging insight into what happens behind the scenes at Firetrail, including how they find analysts, recruit and train their team. Resources:
Say hi to Anthony on LinkedIn
ASK A QUESTION HERE
Join Owen's Rask Core 🌏 – $9.99 per month
Get financial plannin...
2023-04-121h 04Equity Mates Investing Podcast"The greenest company on Earth" - Darling Ingredients | Summer SeriesWelcome to the Equity Mates Summer Series proudly brought to you by Sharesies. Choose from over 8,000 companies and exchange-traded funds on the AU, US, & NZ share markets. Download the Sharesies app or head to their website to learn more. T&Cs and fees apply.Over twelve episodes this Summer, we’re diving into some of the most exciting, interesting and well known companies in Australia and the US. In each episode we’re also joined by an expert to help us unpack the key metrics, the bull case and the bear case for each company. Today we’re cha...
2023-02-0137 min
Switzer Investing (Every Monday Night)Chart tips for 2023, Bogdan on best stocks in his fund for 2023 + Firetrail tips for 2023Watch the full video version here: https://youtu.be/QJc9lfevMFI
2022-12-1253 min
You're In Good CompanyYour guide to the small caps offering big returns | Eleanor SwansonOn this week's episode, Maddy and Sophie learn about the world of small cap investing... What is that you ask? We've got you covered! Chatting with Eleanor Swanson from Firetrail Investments, we discuss why Eleanor is so excited by investing in small Aussie companies, and some of her favourite small cap investments at the moment. Keep track of Sophie and Maddy between the episodes on Instagram, or on TikTok, and come and be part of the conversation on Facebook with our You’re In Good Company Discussion Group.Got a question or a to...
2022-11-2833 min
The Astute InvestorLessons from previous bear marketsIn the first episode of LGT Crestone's The Astute Investor podcast, we talk to Firetrail Investment's Patrick Hodgens who shares his experience of over 30 years of investing.
2022-11-2430 min
Missing in the PNWMary Ellen JohnsonSend us a textA beautiful Native American woman goes missing on the Tulalip reservation. and possibly more than 1 person was involved.· MARY JOHNSON (DAVIS) — FBI· Tulalip Tribal Police Department || Mary Ellen Johnson· The Ghost of Firetrail - Page 1 (3ammagazine.com)· Mary Johnson, an Indigenous woman, went missing nearly a year ago. While the FBI recently offered a reward, activists say that's not enough | CNN· Missing Tulalip Tribes Woman Mary Johnson Went to Visit a Friend and Was Never Seen Again (thedailybeast.com)· $60,000 reward offered in case of missing Tulalip woman (q13fox.com)Support the showDisclaimer: I am not an investigative journa...
2022-11-1720 minChris Judd's Talk Ya Book PodcastAnthony Doyle On this week’s episode of Talk Ya Book, Chris Judd welcomes Anthony Doyle from Firetrail. Taking a break from our usual focus on Aussie small caps, Anthony walks us through a deceptively interesting play in a large American timberland company, looking to shift its focus towards a potentially very profitable carbon capture and credits model. Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.
2022-11-1520 minYour WealthThe best companies you’ve never heard of
When the economic environment is uncertain, it can pay to cut out the noise and look to company fundamentals. But where should an investor look when so many big names are under water and facing a downturn?
Firetrail Investments’ Anthony Doyle joins the podcast to discuss:
Why markets are struggling to direction after heavy falls this year
How investors should view the coming economic challenges
Where opportunities exist despite the challenges, and
Hot stocks in sectors that might spark your interest.
You can access this and previous episodes of the Your Wealth podcast now on iTu...
2022-11-0943 min
The Ideas ExchangeInvestment tips for declining markets - an ESG approachThis month Anthony Doyle, Head of Investment Strategy at Firetrail joins Rory to discuss everything global equities and particularly, in light of the recent market volatility, they comment on what they are hearing from companies and highlight what investors need to keep in mind when investing in the current market conditions.
Anthony then explains Firetrail's high-conviction philosophy, and how their ESG-focused investment process helps to identify companies they believe will outperform the market over the long term. He emphasizes on the extensive bottom-up ground work they undergo before adding companies to a portfolio and reviews the strategy...
2022-11-0331 min
Talk Investment with Mark WenzelS3 Global - Anthony DoyleMark Wenzel speaks to Anthony Doyle from S3 Global Opportunities Fund by Firetrail. S3 is a sustainable fund that focuses on identifying companies whose earnings are going to grow while making a positive difference to society. S3 is not constrained by ratings agencies, preferring to research companies who will improve their ESG ratings over a 5 year time frame while increasing their earnings. S3 is different to most ESG funds in the market. The discussion with Anthony fleshes the differences out with examples of current holdings in the fund, the process that is followed for inclusion, wh...
2022-10-2537 min
Shares for BeginnersQUICK TIP - Hard-wired for fearThere’s a 54% chance that any given day on the ASX will be an up day. It might not feel like it at the moment but that statistic holds true over a longer period of time. This interview was recorded last November and there have been 2 changes. We were still in a bull or up market, and Anthony Doyle was working as a Fundie at Fidelity. He’s now with Firetrail. In this Quick Tip Anthony talks about the difference between large fund management and individual investors, Active ETFs as a way of accessing emerging markets and acknowledging as huma...
2022-10-0210 minquochuy 3Speak PodcastEl Condor Pasa (Quena) at a local fire trail in Central Coast, NSW.https://3speak.tv/watch?v=quochuy/tzqmaouymi Working from home is awesome and living on the Central Coast, NSW, means I'm very close to beaches and national parks. Brisbane Water National Park is one awesome place near home, there are several beautiful trails in the park. On a nice day, I would get a sandwich and go for lunch and explore a trail.
This week, I went on Bulls Hill Firetrail because it does not seem very popular, I never see anyone parking there. So I thought it's great for going to find a secluded spot...
2022-09-1400 min
Get Started InvestingBitesize: Demystifying Company Valuation with Kyle MacintyreAfter five years of Equity Mates and three years of Get Started Investing we've built a back catalogue of more than 700 episodes.Bitesize is our opportunity to share some of our favourite moments, lessons and quotes from both Equity Mates and Get Started Investing.Today's bitesize comes from Kyle Macintyre, the investment director at Firetrail Investments. Listen to the full episode with Kyle:Website | Apple | Spotify | ****Calling all bulls, bears and party animals.The market’s closed and the bar is open. Come and tr...
2022-07-2105 minEquity Mates Investing PodcastThe problem with traditional ESG investing with Anthony Doyle | ASX WeekThis Episode is brought to you by the ASX Investor Day.Equity Mates are back with a partnership with the ASX Investor Day, a day designed to provide investors of all levels practical tools and knowledge to help improve their investment strategy and build their investing confidence. In Today's episode we'll be speaking with Anthony Doyle of Firetrail on Top Investing Insights from around the WorldIf you enjoyed today's expert you can hear more by registering your interest on the ASX Investor Day website. Use code EM2022 for 50% off Registration****Call...
2022-05-1038 minYour WealthWant to find the next Afterpay? Look to biotechEleanor Swanson from Firetrail Investments is well known for having ‘thumped the table’ to get her older peers to take note of Afterpay. With a background in science, though, now she’s looking to medical biotech and more for growth.
In this discussion, she shares:
How to keep your eyes open for growth opportunities
Which sectors have the greatest potential
Four stocks to add to your watchlist, and
Why the impact of Covid will continue to fuel demand at your local laser clinic.
You can access this and previous episodes of the Your Wealth podcast now on iTu...
2022-01-1933 minEquity Mates Investing PodcastExpert: Eleanor Swanson - Australian Small Companies returning massive growthEleanor Swanson is the founding partner at Firetrail, a boutique investment manager specialising in high conviction equity investing. In this episode, Eleanor breaks down the Aussie small-cap landscape and shares some of the best companies that she's come across during her time in the markets. Eleanor is presenting at this year’s Sohn Hearts & Minds Investment Leaders Conference, which is now in its 6th year. The conference has 12 local and international fund managers pitching their highest conviction stocks. Keynote speakers this year include, Charlie Munger Berkshire Hathaway and MIT Institute Professor Robert Langer, Co-Founder Moderna.The as...
2021-12-0151 min
Native Sisters PodcastEpisode 3 - Mary Johnson (Davis) & Fire Trail RoadMary Johnson (Davis) was last seen on November 25, 2020 walking east on Firetrail road on the Tulalip Reservation in Washington State. Mary is a Native American Woman40 years oldBlack HairBrown eyes5'6" and 115lbsMary has a scar on her upper nose and a sunburst-type tattoo on her upper right arm. The FBI is offering at $10,000 reward for any information leading to the identification, arrest, and or/person responsible for Mary's disappearance. If you have any information please contact the FBI's Seattle Field Office at (206) 622-0460 or anonymous tip line...
2021-10-2539 min
Down The Rabbit HolesMary Johnson (Davis)40 year old Mary Johnson (Davis) leaves a friend’s house on foot on Firetrail Road on the Tulalip Reservation in Washington State midday on November 25, 2020. On December 9, 2020 her semi-estranged husband reported her missing. The FBI is offering a reward of up to $10,000 for information leading to the identification, arrest, and conviction of person(s) responsible for the disappearance of Mary Johnson (Davis). If you have any information about Mary or her disappearance, please contact the FBI at (206) 622-0460. You may also contact your local FBI office, the nearest American Embassy or Consulate, or you can submit a tip online at...
2021-10-1236 min
Shares for BeginnersWEEKEND WATCHLIST – Oil Search ASX:OSHIn this WEEKEND WATCHLIST I’m joined by Kyle Macintyre from Firetrail Investments to discuss Oil Search ASX:OSH. Kyle appeared on a recent episode where he also discussed his views on the price of oil https://www.sharesforbeginners.com/blog/oilhttps://firetrail.com/ Simply Wall St Summary: "Oil Search Limited explores for, develops, and produces oil and gas properties primarily in Papua New Guinea, the United States, and Australia. It operates through PNG Business Unit and Alaska Business Unit segments. The company is involved in the exploration, development, production, and sale of hydrocarbons, liquefied nat...
2021-07-0915 min
Wattle Partners - Market Thinkers SeriesMarket Thinkers Series with Matt Fist of Firetrail InvestmentsFor season two of our Market Thinkers series, we focus on identifying and understanding the most powerful, demographic, societal, and technological themes occurring in the global economy right now.Big data, cloud computing, artificial intelligence and automation. All are central to the digitisation trend but what do they have in common? They all rely upon and leverage the ‘cloud’. In this session, Jamie and Drew catch up with Portfolio Manager at Firetrail Investments, Matt Fist to discuss the integral importance of the cloud and its impact on the future of the economy.
2021-07-0749 min
Shares for BeginnersKyle Macintyre - Does Oil Have a Future?As more people resume travel following the pandemic, demand for oil is expected to rise. The world will need more oil from the same companies currently being told to limit spending, as many investors shun the fossil-fuel industry. Today my guest is talking about the price of oil and what it all means. Kyle Macintyre from Firetrail Investments believes in spite of the move to green energy and electric vehicles, and the pressures of ESG investing, that the price of oil is heading upwards.More information in the blog post here https://www.sharesforbeginners.com/blog/o...
2021-07-0225 minEquity Mates Investing PodcastThree fundamental rules of investing with Kyle Macintyre | ASX WeekIt's the final episode in our series celebrating the ASX Investor Day. In case you missed the live sessions held around the country over the past month, we’ve partnered with the ASX to bring you some of the best sessions and experts from the conference. It's been an epic week, that we've absolutely loved hosting. The theme of this episode is “Three Fundamental Rules Of Investing” with Kyle Macintyre. Kyle is investment director at Firetrail Investments - the high conviction investment experts. In his presentation, he used QANTAS as a case study to explain his three fundamental rules, so we a...
2021-06-0355 min
Shares for BeginnersQuick Tip - The Price You PayHere's another Quick Tip from Kyle Macintyre from Firetrail Investments. "The biggest decision you make when you invest in a company is the price that you pay for that company." He was a wonderful guest and the full episode is available here: https://www.sharesforbeginners.com/blog/kyle-macintyre-firetrail-investmentsPortfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginnersDisclosure: The links provided are affiliate links. I will be paid a commission if you use these...
2021-02-0604 min
The Keshagen Adderley PodcastOPERATION CHRISTMAS WITH APOSTLE PHALMON FERGUSON AND UFMIApostle Phalmon Ferguson joined me on the morning show to discuss Operation Christmas! It promises to be an incredibly impacting event!
United Faith Ministries Int'l invites you to partner with them in their Operation Christmas on the church grounds Christmas Day Friday 25th December at 10:00am - 12:00pm. Come and receive a hot meal from us at #126 FireTrail Road east of Sir Milo Butler Highway. Also be sure to join them at 8:00am December 25th, 2020 for our Christmas Day Service live on the grounds. For more information visit their website www.ufmi.org contact us at 341-0502...
2020-12-2110 minTalk Investment with Mark WenzelTalk Investment with Mark Wenzel - Firetrail Absolute Return fundTalk Investment with Mark Wenzel speaks with Kyle Macintyre from Firetrail absolute return fund. We discuss in detail Firetrail's focus on 4 key beliefs when constructing portfolios: a. Every company has a price b. Share prices follow earnings c. Companies become mispriced when recent information is incorrectly extrapolated d. Fundamental analysis allows the flexibility to capture opportunities We discuss how the final decisions are made on whether a company is added to the portfolio and some recent additions to the portfolio in detail. Compound your wisdom! Disclaimer ...
2020-10-2941 min
Shares for BeginnersKyle Macintyre - A Fundie from Firetrail InvestmentsKyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis.Link to the blog post https://www.sharesforbeginners.com/blog/kyle-macintyre-firetrail-investments"THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS...
2019-09-1132 min