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. …

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 …

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…

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 …

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’…

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 e…

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 t…

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,…

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…

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…

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…

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…

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…

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…

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 …

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 …

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…

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…

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…

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, …

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…

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…

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…