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.
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Revolutionising logistics: a wise tech investment
6:54
6:54
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6:54
WiseTech is a software company that serves as a one-stop-shop for freight forwarding logistics. Their platform simplifies and optimizes complex supply chains, making it an indispensable tool for freight forwarders worldwide. WiseTech’s innovation and growth have secured them partnerships with major global brands like DHL and Kmart. In this episode,…
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Mission Critical: the company behind the world’s biggest brands
8:14
8:14
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8:14
GXO is a US-listed logistics company specialising in warehouse operations. Their highly sophisticated and automated warehouses are built to keep up with the challenges of today’s fast-growing e-commerce. GXO’s high-quality service has earned them some of the world’s biggest brands as clients, such as Apple, Nike, and Nestle. In this episode, global…
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Siding Success Story: the Parramatta Eels 2025 sponsor taking on the world
8:18
8:18
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8:18
James Hardie is a leading manufacturer of building materials. The company offers a wide range of solutions, including cladding, interior linings, flooring, and eaves, designed for both residential and commercial applications. Known for their ability to withstand harsh weather conditions, James Hardie's products are trusted by builders and homeowner…
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Energy gaps? Santos has the solution.
8:38
8:38
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8:38
Santos is an Australian oil and gas exploration and production company. While Santos owns assets in liquefied natural gas, pipeline gas, and oil, it also plays an important role in the energy transition. In this episode, equity analyst Matthew Fremder joins investment specialist Eliza Clarke and tells us what he thinks really matters for Santos’ ea…
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Steel's New Groove: The Transformation of an Industry Leader
7:58
7:58
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7:58
BlueScope is Australia’s largest steelmaker based in Port Kembla, NSW. BlueScope is also known for making value-added steel products like COLORBOND, which has 90% market share of metal roofing in Australia. In this episode, equity analyst Dean Fremder joins investment specialist Chris Robinson and tells us what he thinks really matters for BlueScop…
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From cyber attacks to cyclones: mastering the toughest insurance markets
9:35
9:35
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9:35
Ryan Specialty is a US-based insurance broker helping businesses get insured for hard-to-insure risks. From cyber attacks to catastrophic weather events, Ryan can get clients insured without taking on any balance sheet risk. In this episode, analyst Annabel Riggs joins Anthony Doyle and tells us what she thinks really matters for Ryan’s earnings ou…
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Scaling success: the secrets behind continuous market share gains
6:38
6:38
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6:38
United Rentals is an American-based equipment rental company that leases heavy machinery such as forklifts, diggers, and aerial platforms. Over the years United Rentals has consistently gained market share, thanks to its scale and superior business model. Impressively, the company has outperformed the market by over 15% per year for the last 15 yea…
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Silver linings: the only listed aged care provider in Australia
7:32
7:32
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7:32
Regis Healthcare is one of the largest aged care providers in Australia. The company is benefitting from long term structural tailwinds given the nation’s growing aging population. In this episode, small caps portfolio manager Eleanor Swanson joins investment specialist Chris Robinson and tells us what she thinks really matters for Regis’ earnings …
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Power Play: the Company Harnessing Nuclear and Hydro
9:45
9:45
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9:45
Fortum is a Scandinavian electricity generator that generates clean baseload power, primarily using hydro, nuclear, and wind energy sources. Fortum has become a pure play provider of clean energy is well placed to benefit from electrification tailwinds. In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he …
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From boardrooms to beaches: the travel agent that does it all
7:29
7:29
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7:29
Flight Centre is a household name travel agent which books over $10 billion worth of leisure travel each year. In addition to their leisure businesses, Flight Centre is also the third largest corporate travel agent globally. In this episode, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really ma…
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Striking gold: from rocks to returns
8:26
8:26
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8:26
Genesis Minerals is a high-quality gold miner based in the prolific Leonora District in Western Australia. In this episode, small caps portfolio manager and ex-geologist, Matthew Fist, joins Chris Robinson and tells us what he thinks really matters for Genesis’ earnings outlook, what the market is missing, and what the bull and bear case is for the…
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From trees to treasure: the green gold behind your coffee cup
7:30
7:30
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7:30
UPM is a Finnish pulp company and is one of the biggest paper producers in the world. UPM owns, manages, and maintains 1 million hectares of forest land in Finland and Uruguay. And it does so in a sustainable way that promotes biodiversity and mitigates climate change as forests are one of the biggest carbon sinks on the planet. In this episode, gl…
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The Aussie small cap that has built the 5th most used social networking app in the U.S.
5:40
5:40
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5:40
Life360 is a family safety and location sharing app and is the 5th most used social networking app in the U.S. The app offers a premium subscription which provides further safety features such as insurance and roadside assistance. In this episode, small caps analyst Carta Ryan tells us what she thinks really matters for Life360’s earnings outlook, …
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What do Juice, Burgers, and Fuel have in Common?
8:51
8:51
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8:51
Ampol Limited is Australia’s largest transport fuels company – they source, transport and sell petrol, diesel and jet fuel. They’re a household name, with there being over 900 Ampol retail services stations across Australia and New Zealand. In this episode, Portfolio Manager Blake Henricks tells us what he thinks really matters for Ampol’s earnings…
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The Tech Company Making Money From Your Next Vacation
10:15
10:15
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10:15
Booking.com is a website where you can book hotels, flights, and car rentals. It was started in the Netherlands in 1996. Booking Holdings, the parent company of Booking.com, was listed on the Nasdaq in 1999. Now, it’s one of the world’s top travel companies. In this episode, Oscar Hutchinson, Portfolio Manager, tells us what he thinks really matter…
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You Probably Have One of This Company's Products In Your Pocket
9:30
9:30
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9:30
Micron Technology is a company from the USA that makes computer memory and storage products. This includes things like RAM, flash memory, semiconductors, and USB drives. They make products for a lot of different uses, like computers, cars, and mobile devices. They’ve been around for over 45 years. In this episode, James Miller, Portfolio Manager, t…
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