Firetrail Equity Edge | High Conviction Investing podcast

Firetrail Equity Edge | High Conviction Investing

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المحتوى المقدم من Firetrail. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Firetrail أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
QUALIFIED: How Competency Checking and Race Collide at Work with Shari Dunn | 284 33:58

منذ 8 أيام33:58

التشغيل لاحقا

قوائم

إعجاب

احب

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

Firetrail Equity Edge | High Conviction Investing

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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.

27 حلقات

#Trading #Business #News #Australia #Firetrail

Firetrail Equity Edge | High Conviction Investing

updated منذ 3 أيام

منزل السلاسل•Feed

27 حلقات

#Trading #Business #News #Australia #Firetrail

كل الحلقات

1
The Taiwan based Mega-Cap keeping the world running 14:51

منذ 3 أيام14:51

14:51

Taiwan Semiconductor Manufacturing Company (TSMC) is a Taiwan based pure-play semiconductor foundry, focused exclusively on the manufacturing of logic chips. The chips TSMC manufacture are essential to many technology giants and are at the heart of numerous everyday products such as smartphones, laptops and electric vehicles. In this episode, Firetrail S3 Global Opportunities Fund Portfolio Manager James Miller joins product specialist Ben West and tells us what he thinks really matters for TSMC’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. TSMC is a key holding in the Firetrail S3 Global Opportunities Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
All Ears on Deere: the Investment Case for John Deere 10:05

منذ 17 يومًا10:05

10:05

John Deere is a U.S.-listed agricultural and construction equipment manufacturer, best known for its iconic green tractors seen on farms worldwide. With 187 years of history, Deere is a high-quality cyclical business. In this episode, global Portfolio Manager Annabel Riggs joins Catie Ryan and tells us what she thinks really matters for Deere's earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Deere is a holding in the Firetrail S3 Global Opportunities Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Is Telstra Still the Market Leader in Aussie Telco? The Investment View 7:33

منذ 4 weeks7:33

7:33

Telstra is Australia’s leading telecommunications provider, with over 50% market share. Despite charging more than its competitors, it continues to grow its market share, highlighting the strength of its service and customer loyalty. In this episode, Firetrail High Conviction Fund co-portfolio manager Scott Olsson joins product specialist Catie Ryan and tells us what he thinks really matters for Telstra’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Telstra is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Beep Beep: Why we consider CAR Group a quality investment 5:49

منذ 6 weeks5:49

5:49

CAR Group is an Australian based global digital marketplace business most well-known for its used car platform Carsales. It also owns the dominant auto classifieds business in South Korea, Brazil and the US. In this episode, Firetrail Australian Equities Analyst Dean Fremder joins product specialist Ben West and tells us what he thinks really matters for CAR Group’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. CAR Group is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Firetrail Managing Director's #1 Small Caps Stock Pick 8:11

منذ 12 weeks8:11

8:11

In this final episode of the Firetrail Equity Edge podcast for 2024, Firetrail Managing Director Patrick Hodgens joins Catie Ryan to spotlight the newly listed ETF for the Firetrail Small Companies Fund - Active ETF (ASX: FSML). FSML offers investors access to 40–60 of Firetrail’s best small-cap ideas in a single trade, with no minimum investment. Paddy discusses what sets Firetrail’s small-cap investing approach apart, including its coverage of all market styles and deep expertise in resources and biotech. These factors have driven the Fund’s exceptional performance since inception. Catie also reflects on the podcast’s successful year, with 23 episodes released and 75% of featured stocks outperforming their benchmarks. Don’t miss this exciting wrap-up of a great year for both the fund and the podcast! This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail Australian Small Companies Fund – Active ETF ARSN 638 792 113 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Origin Energy: Where Utilities Meet Innovation 7:01

منذ 14 weeks7:01

7:01

Origin Energy is a leading player in the electricity retailing and generation sector in Australia. Origin also has key investments in APLNG, and Octopus Energy including its software platform Kraken. In this episode, Firetrail High Conviction Fund analyst Matt Thomson joins product specialist Ben West and tells us what he thinks really matters for Origin’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Origin is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Recruitment reinvented: why we believe SEEK is a compelling investment 6:40

منذ 16 weeks6:40

6:40

SEEK is an Australian-based online employment marketplace that connects job seekers with employers across various industries. SEEK also has a venture capital arm that invests in high growth technology businesses. In this episode, Firetrail High Conviction Fund co-portfolio manager Blake Henricks joins product specialist Catie Ryan and tells us what he thinks really matters for SEEK’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. SEEK is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
The Ed-Tech stock making waves in school and family safety 6:52

منذ 18 weeks6:52

6:52

Qoria (ASX:QOR) is a technology company in the rapidly-growing global parental control and cyber safety market. Qoria offers a comprehensive suite of digital safety technology including classroom management, firewall tools, parental controls, digital wellbeing resources and monitoring solutions. In this episode, small caps analyst Carta Ryan joins product specialist Catie Ryan and tells us what she thinks really matters for Qoria’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail Australian Small Companies Fund ARSN 638 792 113 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Why you shouldn't sleep on Fisher & Paykel Healthcare 6:23

منذ 20 weeks6:23

6:23

Fisher & Paykel Healthcare is a manufacturer and designer of products for use in respiratory care, acute care, and the treatment of obstructive sleep apnoea. In this episode, Firetrail High Conviction Fund co-portfolio manager Scott Olsson joins product specialist Catie Ryan and tells us what he thinks really matters for Fisher & Paykel Healthcare’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Fisher & Paykel Healthcare is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Plugging into Schneider Electric: powering your life without you noticing! 7:42

منذ 22 weeks7:42

7:42

Schneider Electric is a French listed multinational company specialising in producing all kinds of electric products at a low or medium voltage level. This ranges from something as simple as your nearest light switch to advanced electrical systems for factories and stadiums. Schneider has several powerful growth drivers including the push towards electrification, efficiency, and the rise of data centres. In this episode, global Portfolio Manager James Miller joins Anthony Doyle and tells us what he thinks really matters for Schneider’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Schneider Electric is a holding in the Firetrail S3 Global Opportunities Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
The investment machine behind a European retail giant 5:23

منذ 24 weeks5:23

5:23

3i is a UK-listed investment company specialising in Private Equity and Infrastructure. Its key holding is Action, a fast-growing European retailer known for offering household goods at low prices and in bulk quantities. Action’s impressive growth and potential for expansion have made it a cornerstone of 3i’s portfolio, driving strong returns for the company. In this episode, global Portfolio Manager Oscar Hutchinson joins Anthony Doyle and tells us what he thinks really matters for 3i’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. 3i is a holding in the Firetrail S3 Global Opportunities Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Revolutionising logistics: a wise tech investment 6:54

منذ 26 weeks6:54

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, equity analyst Sophie Carran joins investment specialist Eliza Clarke and tells us what she thinks really matters for WiseTech’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. WiseTech is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Mission Critical: the company behind the world’s biggest brands 8:14

منذ 28 weeks8:14

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 Portfolio Manager Justin Gray joins Anthony Doyle and tells us what he thinks really matters for GXO’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. GXO is a holding in the Firetrail S3 Global Opportunities Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail S3 Global Opportunities Fund ARSN 653 717 625 (‘the Fund’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund. Links to the Product Disclosure Statement: WHT3093AU Links to the Target Market Determination: WHT3093AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Siding Success Story: the Parramatta Eels 2025 sponsor taking on the world 8:18

منذ 30 weeks8:18

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 homeowners alike. In this episode, Portfolio Manager Ramoun Lazar joins Investment Specialist Chris Robinson and tells us what he thinks really matters for James Hardie’s earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. James Hardie is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU, WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

1
Energy gaps? Santos has the solution. 8:38

منذ 32 weeks8:38

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’ earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price. Santos is a holding in the Firetrail High Conviction Fund and the Firetrail Absolute Return Fund. This podcast is prepared by Firetrail Investments Pty Limited (‘Firetrail’) ABN 98 622 377 913 AFSL 516821 as the investment manager of the Firetrail High Conviction Fund ARSN 624 136 045 and the Firetrail Absolute Return Fund (ARSN 624 135 879) (‘the Funds’). This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance. Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371 ('PFSL') is the product issuer of the Funds. PFSL is not licensed to provide financial product advice. PFSL is a wholly owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) ABN 22 100 325 184. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Funds are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Funds. Links to the Product Disclosure Statement: WHT7794AU , WHT5134AU Links to the Target Market Determination: WHT7794AU, WHT5134AU For historic TMDs please contact Pinnacle Client Service Phone 1300 010 311 or Email service@pinnacleinvestment.com…

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