The investment machine behind a European retail giant
The latest Firetrail Equity Edge Podcast has just landed.
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
In each episode, we hear from one of Firetrail’s Portfolio Managers or Equity Analysts who gives their insight on a stock in our portfolio - giving you the Firetrail Equity Edge.
The questions are always the same:
- What is the company and what does it do to make money?
- What is the stock market missing regarding the company’s outlook?
- What is the bear case and bull case for the company's outlook?
3i (LON: III) 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.
3i is a holding in the Firetrail S3 Global Opportunities Fund.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk management. Anthony has two decades of experience including 10 years working as an investment manager in the UK.
........
This communication was prepared by Firetrail Investments Pty Limited (ABN 98 622 377 913, AFSL 516821) (Firetrail). It is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Any persons relying on this information should obtain professional advice before doing so.
4 topics
1 stock mentioned
1 fund mentioned
1 contributor mentioned
Head of Investment Strategy - Firetrail S3 Global Opportunities Fund
Firetrail Investments
Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk...
Expertise
Head of Investment Strategy - Firetrail S3 Global Opportunities Fund
Firetrail Investments
Anthony Doyle is Head of Investment Strategy for the Firetrail S3 Global Opportunities Fund. His primary responsibilities include fundamental idea generation, portfolio analysis, and economic insights including currency and macroeconomic risk...
Expertise
Comments
Comments
Sign In or Join Free to comment