Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...
Step Up Step One 9/4/2024 Predicting style and fashion trends is as challenging as forecasting Melbourne’s weather or expertly timing the market. While style shifts rapidly, materials evolve more slowly. However, when a material proves cost-effective, appealing,...
Stock Spotlight: Unearthing Value in eBay 28/3/2024 This week we put a spotlight on a company in the Global High Conviction Strategy at TAMIM Asset Management, led by Portfolio Manager Robert Swift. While it may not be the first company that springs to mind, it should...
Stock Spotlight: Superloop Ltd (ASX: SLC) 25/3/2024 The NBN/Connectivity market is high in competition and concentration. According to the ACCC's latest NBN Wholesale Market Indicators Report, smaller providers such as Superloop (ASX: SLC), Aussie Broadband (ASX: ABB)...
Tech Talk: WAAAX Off, Task On 18/3/2024 While international headlines have been dominated by the "magnificent seven," the ASX has previously harboured its own notable tech stocks encapsulated within the WAAAX acronym. The WAAAX group, composed of WiseTech...
Market Leaders: Why We Own Microsoft 12/3/2024 Microsoft is a business most readers will be familiar with. In fact, many will likely interact with products owned by the software giant daily. Office 365 programs such as Word and Teams are ubiquitous in...
Second-Level Thinking: Benefiting from the Rebound of ASX Retail Stocks 12/3/2024 The Australian consumer has navigated a complex landscape over the past 12-18 months. Grappling with the repercussions of a post-pandemic surge in inflation, the Reserve Bank of...
ASX Small Cap Update: Takeover Twists and Transforming Fundamentals 27/2/2024 In a market captivated by megacaps like Nvidia (NASDAQ: NVDA) and the allure of AI, our focus remains steadfast on the fruitful terrain of ASX small and mid caps. Two recurring themes have...
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution 29/2/2024 It’s been almost impossible to avoid the hype around NVIDIA (NASDAQ: NVDA) in the financial media in recent times. It’s been pinned as the poster child for the AI revolution–a...
Three ASX Small Cap Delivering Impressive Results 27/2/2024 While these ASX small caps are a drop in the ocean compared to the earnings anticipation of global behemoth NVIDIA Corporation (NASDAQ: NVDA) the below-mentioned companies continue to produce exceptional...
No FOMO: Patience and ASX Small Caps 21/2/2024 In today's fast-paced world, the demand for instant gratification has permeated almost every aspect of life, including investing. The allure of quick gains often overshadows the virtues of patience and long-term thinking....
Three ASX Resilient Retailers Posting Impressive Results 14/2/2024 As company earnings reports roll in, investors will see multiple examples of why it pays to be an optimist and to ignore apocalyptic forecasts. For much of late 2022 and 2023, the media was fixated on...
