Firetrail Equity Edge | High Conviction Investing

Firetrail Equity Edge | High Conviction Investing

Por: Firetrail
Firetrail is an investment management firm that specialises in high conviction investing. We build concentrated portfolios of our best ideas, to generate outstanding long-term performance for our clients.

We interview Firetrail’s Portfolio Managers and Equity Analysts about a stock we have invested in to provide you with the Firetrail Equity Edge.
31 episodios disponibles

Latest episodes of the podcast Firetrail Equity Edge | High Conviction Investing

Powering the World: Inside CATL 01/09/2025
ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything 04/08/2025
DigiCo: Where AI Meets Infrastructure 23/06/2025
The other AI stock: you know NVIDIA, but what about AMD? 02/06/2025
Rock-a-Buy Baby Bunting? 05/05/2025
Reporting Season Recap - Fund Manager's Insights on Aussie Market 17/03/2025
The Taiwan based Mega-Cap keeping the world running 03/03/2025
All Ears on Deere: the Investment Case for John Deere 17/02/2025
Is Telstra Still the Market Leader in Aussie Telco? The Investment View 03/02/2025
Firetrail Managing Director's #1 Small Caps Stock Pick 09/12/2024
Recruitment reinvented: why we believe SEEK is a compelling investment 11/11/2024
The Ed-Tech stock making waves in school and family safety 28/10/2024
Why you shouldn't sleep on Fisher & Paykel Healthcare 14/10/2024
Plugging into Schneider Electric: powering your life without you noticing! 30/09/2024
The investment machine behind a European retail giant 16/09/2024
Revolutionising logistics: a wise tech investment 02/09/2024
Mission Critical: the company behind the world’s biggest brands 19/08/2024
Siding Success Story: the Parramatta Eels 2025 sponsor taking on the world 05/08/2024
Energy gaps? Santos has the solution. 22/07/2024
Steel's New Groove: The Transformation of an Industry Leader 08/07/2024
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