firetrail

Firetrail's Australian Small Companies Fund has shot the lights out over the past 12 months. Here, they reveal the stocks they are backing.

Megacap concentration is a problem - it's time to look further afield for opportunities

The latest Firetrail Equity Edge Podcast has just landed.

In markets this week...

While NVIDIA has captured the spotlight, it's crucial to recognise that the AI revolution extends far beyond a single company.

Following a period of exponential growth, the outlook for EVs has recently become more challenging. Where do we see the opportunities?

The latest Firetrail Equity Edge Podcast has just landed.

The latest Firetrail Equity Edge Podcast has just landed.

Our new podcast has just landed, with a focus on Micron Technology

A key US recession indicator just turned red but what does it mean for equity investors?

In this episode, Firetrail's Blake Henricks and Market Matters' James Gerrish analyse the highs and lows of the February reporting season.

This year the script has been flipped on investors. With both bonds and equities registering negative returns in 2022, many investors have been struggling with...

Sustainable investing is a phenomenon. According to the Global Sustainable Investment Alliance , US$35.3 trillion, or more than a third of all assets in five of the...

We conduct over 200 hours of research on every company we invest in. The focus of this research is on the true drivers of a company's earnings and its share price....

Each week, the American Association of Individual Investors (AAII) asks its members a simple question: Do they feel the direction of the stock market over the next...

Keeping an open mind is always a good tip for investors no matter what sectors, regions, or asset classes you participate in. That advice is as, if not, probably more...

“The measure of intelligence is the ability to change.” - Albert Einstein They say the only constant in this world is change. At any moment, a black swan event could...

Financial conditions are central to the US outlook. Fed Chair Jerome Powell stated earlier this year that "Policy works through financial conditions. That's how it...

Here's something unexpected: A chocolate index. Anthony Doyle from Firetrail Investments explains more, assessing whether you can expect your just desserts this Easter...

After March 2020, it isn’t too difficult to think of an investing environment that would give global equity investors sleepless nights. Outside of a global pandemic,...