Please note, this was recorded on 24 November 2022. To have a conversation about any of the TAMIM investment solutions, please do not hesitate...
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Two ASX Small Caps With Positive Market Updates
Two ASX Small Caps With Positive Market Updates 10/8/2023 The financial world often stands still, watching behemoths like Apple Inc (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) manoeuvre. Given their gargantuan size, these market titans inevitably cast wide ripples...
1 Stock We Believe Is A Clear Takeover Target
Ron Shamgar lays out the investment thesis for a stock he believes will soon be the subject of a takeover offer. ClearView (CVW.ASX) Note: This investment thesis was originally circulated to clients on 9 December 2021. CVW remains a position in TAMIM Australian...
Talking Top Ten | Part 3: Fortescue, Woolies & Transurban
We continue this week with the last of the top ten, namely FMG, WOW and TCL. Looking at the key highlights and Sid Ruttala's notes around each. Part 1: The Banks Part 2: CSL, BHP & Wesfarmers Fortescue Metals (FMG.ASX) Firstly, credit where it's due, the CEO...