Kyle Macintyre - A Fundie from Firetrail Investments
Kyle Macintyre is an Investment Specialist at Firetrail. He and the team left Macquarie Bank to start their own fund – to identify and invest in quality Australian shares that are unloved by the market. We talk about the examples of Telstra (ASX:TLS) and Downer EDI (ASX:DOW). They are great case studies to show what goes into a thorough valuation of a company. It's a serious dive into fundamental analysis.
Link to the blog post https://www.sharesforbeginners.com/blog/kyle-macintyre-firetrail-investments
"THE BIGGEST DECISION YOU MAKE WHEN YOU INVEST IN A COMPANY IS THE PRICE YOU PAY FOR THAT COMPANY".
When you buy a property you do a lot of research into what you think it's worth. The price you pay determines all of the numbers into the future representing your capital gain and your income. It's the same when you buy a share. The price you pay determines everything about that investment.
I really enjoyed chatting with Kyle and his very honest and open views on what makes a great stock pick for the long term.
Firetrail Investments: https://firetrail.com/
AND: please fill out the listener survey at https://www.sharesforbeginners.com/survey
Portfolio tracker Sharesight tracks your trades, shows your true performance, and saves you time and money at tax time. Get 4 months free at https://www.sharesight.com/au/sharesforbeginners
Disclosure: The links provided are affiliate links. I will be paid a commission if you use these link to make a purchase. You will also usually receive a discount by using these links/coupon codes. I only recommend products and services that I use and trust myself or where I have interviewed and/or met the founders and have assured myself that they’re offering something of value. Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.
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