In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades....
Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,...
Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,...
In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was...
Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical...
Atkore Inc. (NYSE: ATKR) is a standout holding within the TAMIM Global Tech and Innovation Fund, managed by Ryan Mahon. As a global leader in electrical and mechanical products, Atkore operates across critical industries such as data centers, telecommunications, and...
The contentious proposal to tax unrealised capital gains on superannuation balances exceeding $3 million has been officially abandoned for this year, marking a significant development for SMSF trustees and the broader superannuation sector. The government’s Treasury...
Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of...
The Superannuation Industry (Supervision) Act 1993 (SIS Act) is complex, and navigating its intricacies requires a clear understanding of trustee responsibilities, regulatory requirements, and governance standards. When dealing with such complex matters, the courts...
In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many...
In this 3-part series, we will explore trends within the global and Australian gambling industry. In Parts 2 and 3, we’ll highlight 3 small-cap stocks on the ASX that we believe offer the best upside in a consolidating industry. With the Melbourne Cup now behind us,...
Following Donald Trump’s 2024 victory and the Republican control of the Senate and likely the House, substantial shifts are expected across the U.S. economic landscape. With a stronger Republican legislative presence, Trump’s pro-business and deregulatory policies are...
