Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
Stock Insight
Trump’s Re-Election Winners: Key Shares to Watch
In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...
The Gambling Industry Part 3: Racing and Sports Positions for Growth and Success
In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
Australia’s Big Four Banks: Investment Powerhouses or Risky Bets?
Investing in Australia’s Big Four banks Commonwealth Bank of Australia (ASX: CBA), National Australia Bank (ASX: NAB), Westpac Banking Corporation (ASX: WBC), and Australia and New Zealand Banking Group (ASX: ANZ) has historically been a cornerstone of Australian...
The Gambling Industry Part 2: ASX Small-Caps to Watch
In Part 2 of our series on trends within the Australian and global gambling industry, we explore two standout small-cap ASX stocks - BlueBet Holdings Limited and PointsBet - that have demonstrated significant potential in a consolidating market. Their impressive...
Magnificent Seven in Review: How Alphabet, Meta, and Tesla Stole the Show in Q3 Earnings
The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each...
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims...
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions...
Meeting the Challenges of Urban Growth and AI Demands
As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in...
Three ASX Stocks Primed for Strong FY25 Performance
We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and...
Tesla’s Robotaxi Reveal: A Historic Turning Point
Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of...
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...