Stock Insight

Three Global Stocks to Watch in 2025: Value, Innovation, and Resilience

Three Global Stocks to Watch in 2025: Value, Innovation, and Resilience

Apr 3, 2025Consumer Staples, Resources, Stock Insight, Technology

In a market increasingly driven by headlines and hype, true investment opportunities often lie beneath the surface hidden in quality businesses trading below their intrinsic value. TAMIM Asset Management’s Global High Conviction portfolio is built on that very...

ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?

ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?

Mar 13, 2025Stock Insight

Australia’s Big Four Banks Under the Microscope Over the past fortnight, we’ve seen continued market skepticism toward the banking sector. With global recession fears, some dubbing it a potential "Trumpcession", we’ve witnessed a correction in bank share prices....

Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook

Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook

Mar 6, 2025Stock Insight

The February 2025 earnings season has placed Coles (ASX: COL) and Woolworths (ASX: WOW) under the microscope, with both supermarket giants facing an evolving retail landscape. While Coles demonstrated strong execution and market share gains, Woolworths encountered...

CBA vs. Westpac: Is the Market Overreacting?

CBA vs. Westpac: Is the Market Overreacting?

Feb 20, 2025Stock Insight

Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank...

Global High-Conviction Portfolio Picks for 2025

Global High-Conviction Portfolio Picks for 2025

Feb 6, 2025Stock Insight, Technology

As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for...

A Strong 2024 & Optimistic 2025 by Ron Shamgar

A Strong 2024 & Optimistic 2025 by Ron Shamgar

Feb 6, 2025Communication, Fintech, Stock Insight, Technology

As we close the books on another calendar year, we are pleased to report yet another exceptional year of performance for the TAMIM Australia All Cap portfolio. In CY2024, the portfolio delivered a +28.93% return net of fees, following an impressive +31.25% return in...

Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 3

Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 3

Dec 19, 2024Stock Insight, Technology

We attended the AIM AGM and Demo day last month and came away encouraged by the company’s prospects. The meeting provided a comprehensive update on AIM's strategic transformation into a global technology leader focused on AI-powered language services. At the core of...

Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1

Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1

Dec 5, 2024Stock Insight, Technology

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...

Trump’s Re-Election Winners: Key Shares to Watch

Trump’s Re-Election Winners: Key Shares to Watch

Nov 28, 2024Resources, Stock Insight, Technology

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...

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