Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how...
Most investors like to think they’re making decisions based on hard numbers. They pore over charts, debate valuations, and argue about whether the economy is heading for a soft or hard landing. But the truth is, the most important determinant of long-term investment...
After nearly two years of debate, the government has unveiled a revised version of the superannuation tax reform, softening some of its most controversial elements. The good news for trustees: unrealised gains will no longer be taxed. The bad news: the measure still...
When markets think of Donald Trump, they often think of volatility. Tweets that move oil prices, tariff threats that unsettle Asia, and the ever-present promise to “bring manufacturing home.” Yet beneath the noise lies something far more structural, a reshaping of...
As investors, we are often told to focus on the long term. But what happens when the long term collides with the present? That is exactly what we are seeing in the world of digital infrastructure, specifically data centres, the modern-day engine rooms of the internet....
The Federal Reserve is preparing to cut interest rates for the first time since December 2024, signaling a major shift in monetary policy. With inflation still above target and labour market indicators flashing recessionary warnings, investors are facing a paradox:...
At Tamim, we believe that enduring outperformance stems not just from sharp spreadsheets or sector calls, but from the consistent cultivation of curiosity. That’s why we read, widely, deeply, and with purpose. Reading builds mental models. It stretches time horizons....
For the past three years, the word “inflation” has sat at the top of every investor’s worry list. From record rate hikes to collapsing bond prices, supply shocks to mortgage stress, the market environment from 2021 to mid-2025 has been shaped by one defining macro...
Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true...
Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into...
As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly...
At TAMIM, we believe investing is as much about managing risk as it is about pursuing returns. In fact, one of the most critical frameworks in our investment process is a concept introduced nearly a century ago by Benjamin Graham and deeply embedded in the work of...
