There’s an old saying that in a mining boom, investors should buy the companies supplying the picks and shovels. This week we present part 2 of our examination of the telco sector; we take a look at a services provider to the sector and see how it is benefiting from...
Stock Insight
Talking 2 Top Telcos | Part 1
This week we look at the telco sector and how it is benefiting from a surge in demand due to the shift to working and staying at home. We believe the demand for faster connectivity will continue for the foreseeable future regardless of how the Covid-19 situation...
August 2019 Reporting Season Highlights – Part 2
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors This week we once again highlight some of our...
August 2019 Reporting Season Highlights – Part 1
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors. This week we highlight some of our...
5 Key Characteristics of a Great Investment | Ron Shamgar
This week we take a look at what makes a business an attractive investment opportunity and examine what we look for in our search for the next opportunity. Here are some key points to look out for: 1 - The ultimate revenue model There is nothing like waking up in the...
Small Cap November 2017 AGM Season Update
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt...
Who wins in an age of electricity powered vehicles?
Robert Swift takes a look at the electric vehicle phenomenon and takes a look at how his TAMIM individually managed account strategy is looking to take advantage of this increasingly potent thematic. Our one source of energy The ultimate discovery Electric blue for me...
Konekt (KKT.ASX) – A stand out Small Cap
This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings. Summary: In our search for under-valued high quality ASX listed smaller companies we occasionally come across an opportunity which truly stands out...
Can the ASX keep climbing?
There has been much commentary surrounding the ASX breaking through the 6,000 barrier. This week Guy Carson weighs in and looks at whether the run can continue or not. A lot has been made over the last month about the ASX 200 breaking through the 6,000 barrier. In...
Small Cap October 2017 AGM Season Update
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt...
The TAMIM Small Cap Portfolio Embedded Value Opportunity
This week the TAMIM Small Cap team take a look at the embedded value within their portfolio. Summary: As the portfolio underlying the TAMIM Australian Equity Small Cap IMA approaches its 3 year anniversary we believe the embedded value opportunity within the portfolio...
Telstra Revisited
This week we present a piece by Hamish Carlisle, analyst with the TAMIM Australian Equity Income IMA powered by Merlon Capital Partners, as they review their analysis of Telstra. When Merlon was established in 2010 and we first formally reviewed Telstra, the stock was...