The investment machine behind a European retail giant

The latest Firetrail Equity Edge Podcast has just landed.
Anthony Doyle

Firetrail Investments

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.

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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.

1 stock mentioned

1 fund mentioned

1 contributor mentioned

Anthony Doyle
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...

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