Written by Ron Shamgar The Ozempic moment for SaaS refers to a pivotal disruption scenario where a transformative technology threatens to erode or fundamentally reshape an established market leader's core business model, much like the hype around Ozempic (and other...
Written by Robert Swift Investors adore narratives that offer emotional comfort. “AI will save us”, “recession is cancelled”, “central banks have everything under control”, and other fairytales that make market commentators feel clever. The inconvenient truth is that...
Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX.
Written by Ron Shamgar The Inflection Point In the small-cap universe, few transformations are as profound as when a domestic success story becomes a true global operator. For Pureprofile (ASX: PPL), that turning point has arrived. In the September quarter, the...
Written by Sid Ruttala Few companies are more deeply embedded in the Australian economy than Woolworths. It sits at the heart of everyday spending, riding the same tailwinds and headwinds that shape the national mood. When households tighten their belts, Woolworths...
Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next...
Written by Sid Ruttala From Headwinds to Holding Pattern After three years of monetary whiplash, the Australian banking sector enters FY 2026 not with a roar but with a calm, deliberate hum. The Reserve Bank of Australia has ended one of the most rapid tightening...
Written by Ron Shamgar In a market dominated by headlines around megacaps, rate speculation, and geopolitical volatility, it's easy for investors to miss the quiet achievers, the companies that execute relentlessly, build shareholder value, and fly under the radar....
Written by Robert Swift In markets, the spotlight often shines brightest on the dazzling names, the tech giants, the disruptive start-ups, the firms that seem to exist in permanent hyper-growth. Yet investors who spend all their time chasing glamour risk overlooking...
Written by Ron Shamgar At TAMIM, we spend a great deal of time separating signal from noise. We like underfollowed, underappreciated businesses that are quietly compounding away from the spotlight. Occasionally, however, we come across a company that’s not just...
Written by Ron Shamgar After a year dominated by global mega-cap tech and AI headlines, a different story is quietly unfolding on the ASX: the resurgence of small caps, particularly those in the crosshairs of private equity and strategic acquirers. With interest rates...
Written by Robert Swift As the world rapidly shifts into a new era defined by artificial intelligence, energy transition, and digital interconnectedness, a less visible but absolutely essential movement is reshaping global economies: the infrastructure renaissance. No...
