firetrail

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,...

Central banks have begun the task of normalising interest rates from historically low levels. The reason? Inflation. After backing away from describing inflation as...

2021 was an exciting year for initial public offerings and placements. 55 companies with an offer price greater than A$20 million made their debut on the ASX during...

In February of this year, I laid out three reasons why we at Firetrail Investments believe ResMed (ASX: RMD) was set for future growth in Resting easy with ResMed....

Of all the businesses to have been hit hard by the global shutdowns since 2020, none have felt that impact worse than those in travel. Closed international and...

Airtasker is an Australian online marketplace that connects people who need help with a task to people who can get the task done. The company listed on the ASX during...