High conviction

These companies are not relying on interest rates, commodities or economic cycles to drive growth. That's exactly the point.

Stephen Arnold outlines why narrow market focus can misprice quality businesses and where he sees opportunity today.

The Australian market might look expensive, but that doesn’t mean there aren’t opportunities say two of Australia’s leading fund managers.

“Don’t try to look around corners with confidence” says seasoned stock picker Stephen Arnold. Here he shares more lessons and stock picks.

What the market is missing on CAR Group

Firetrail's best small caps ideas in a single trade.

Claremont Global's Bob Desmond shares why investors should be cautious of the hype around AI and focus on undervalued opportunities instead.

The latest Firetrail Equity Edge Podcast has just landed.

Summary: Despite greater diversification and a global set, Australian REITS “A-REITS” have historically outperformed their global peers “G-REITS”. There are many...

In this episode, Loftus Peak's Alex Pollak and Magellan's Alan Pullen analyse each others highest-conviction ideas.