high conviction calls

Latest news and analysis on high conviction calls

Equities

Virgin is taking off: The investment case for this airline

Virgin has re-listed and we are excited for the outlook.
Firetrail Investments
Firetrail Investments
Equities

Five reasons we’re backing Qualitas

Why this misunderstood private credit firm is one of our high conviction small cap holdings.
PPM
QAL
Matthew Fist
Firetrail Investments
Equities

The other AI stock: you know NVIDIA, but what about AMD?

NVIDIA dominates the AI headlines — but it's not the only player in town
Firetrail Investments
Firetrail Investments
Buy Hold Sell

Why you should only focus on your best ideas (and 2 to get you started)

Plus, our guests share some of the major wins, lessons and learnings from following a high conviction approach.
+4
Buy Hold Sell
Livewire Markets
Equities

3 ASX stock picks from an award-winning manager (and one factor that unites them all)

David Pace of Greencape is all about people. In this interview, he shares how that focus has fuelled his team's success.
CSL
RMD
Chris Conway
Livewire Markets
Outlook Series

The #1 stock picks for 2024

Livewire rounded up 12 of Australia's brightest investment minds for their highest conviction stock picks for 2024.
A1M
+11
Buy Hold Sell
Livewire Markets
Buy Hold Sell

Buy Hold Sell: 3 hot copper stocks (and 2 high-conviction calls)

In this episode, Eley Griffiths Group's Tim Serjeant and Tribeca Investment Partners' Todd Warren analyse five resources stocks.
A1M
A4N
+4
Buy Hold Sell
Livewire Markets
7