Firetrail Equity Edge | High Conviction Investing
By Firetrail
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Category: Investing
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Episodes: 34
Description
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.
| Episode | Date |
|---|---|
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Hidden risks of passive investing — where active has the edge
|
Dec 18, 2025 |
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The Investment Case for Macquarie Group
|
Nov 02, 2025 |
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Virgin is Taking Off: The Investment Case for this Airline
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Sep 30, 2025 |
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Powering the World: Inside CATL
|
Sep 01, 2025 |
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ServiceNow and the $400 billion AI opportunity: Why agentic AI could change everything
|
Aug 03, 2025 |
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DigiCo: Where AI Meets Infrastructure
|
Jun 22, 2025 |
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The other AI stock: you know NVIDIA, but what about AMD?
|
Jun 01, 2025 |
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Rock-a-Buy Baby Bunting?
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May 04, 2025 |
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Reporting Season Recap - Fund Manager's Insights on Aussie Market
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Mar 16, 2025 |
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The Taiwan based Mega-Cap keeping the world running
|
Mar 02, 2025 |
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All Ears on Deere: the Investment Case for John Deere
|
Feb 16, 2025 |
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Is Telstra Still the Market Leader in Aussie Telco? The Investment View
|
Feb 02, 2025 |
|
Firetrail Managing Director's #1 Small Caps Stock Pick
|
Dec 08, 2024 |
|
Recruitment reinvented: why we believe SEEK is a compelling investment
|
Nov 10, 2024 |
|
The Ed-Tech stock making waves in school and family safety
|
Oct 27, 2024 |
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Why you shouldn't sleep on Fisher & Paykel Healthcare
|
Oct 13, 2024 |
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Plugging into Schneider Electric: powering your life without you noticing!
|
Sep 29, 2024 |
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The investment machine behind a European retail giant
|
Sep 15, 2024 |
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Revolutionising logistics: a wise tech investment
|
Sep 01, 2024 |
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Mission Critical: the company behind the world’s biggest brands
|
Aug 18, 2024 |
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Siding Success Story: the Parramatta Eels 2025 sponsor taking on the world
|
Aug 04, 2024 |
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Energy gaps? Santos has the solution.
|
Jul 21, 2024 |
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Steel's New Groove: The Transformation of an Industry Leader
|
Jul 07, 2024 |
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From cyber attacks to cyclones: mastering the toughest insurance markets
|
Jun 23, 2024 |
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Scaling success: the secrets behind continuous market share gains
|
Jun 07, 2024 |
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Silver linings: the only listed aged care provider in Australia
|
May 26, 2024 |
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Power Play: the Company Harnessing Nuclear and Hydro
|
May 12, 2024 |
|
From boardrooms to beaches: the travel agent that does it all
|
Apr 28, 2024 |
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Striking gold: from rocks to returns
|
Apr 14, 2024 |
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From trees to treasure: the green gold behind your coffee cup
|
Apr 01, 2024 |
|
The Aussie small cap that has built the 5th most used social networking app in the U.S.
|
Mar 17, 2024 |
|
What do Juice, Burgers, and Fuel have in Common?
|
Mar 03, 2024 |
|
The Tech Company Making Money From Your Next Vacation
|
Feb 18, 2024 |
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You Probably Have One of This Company's Products In Your Pocket
|
Feb 01, 2024 |