What do juice, burgers, and fuel have in common?
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:
We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
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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 worst and best case outlook for the company?
All in under 10 minutes.
In this episode, Blake Henricks, Portfolio Manager of the Firetrail Australian High Conviction Fund, tells us what he thinks really matters for the outlook for Ampol, what the market is missing, and what the bull and bear case is for the company's stock price.
Ampol 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. It's also a key holding in the Firetrail Australian High Conviction Fund.
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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.
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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.
5 topics
1 stock 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
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