How will U.S. government shifts reshape markets? Robert Swift examines the potential impact of “Turbo Trump” versus “Tamed Trump,” exploring tariffs as investment tools, tax cuts, energy policy changes, and their influence on inflation and corporate strategies....
Webinar Snippets
TAMIM Australian Equities – What Went Wrong with Close the Loop Group?
How did a promising investment fall short of expectations? Ron Shamgar reflects on TAMIM’s experience with Close the Loop Group (ASX: CLG), a company that initially met all the right criteria but stumbled due to poor execution, free cash flow challenges, and debt...
Does the U.S Set the Tone for Australian Markets?
How do U.S. economic trends shape Australian market success? Ron Shamgar explains why understanding U.S. dynamics like rate cuts, controlled inflation, and recession avoidance is crucial for capitalising on opportunities in small and mid-cap stocks. Disclaimer: All...
Earnings Report Summary – NASDAQ: GOOG
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, breaks down Alphabet’s impressive Q3 earnings and the cutting-edge tech innovations driving its growth. From revenue surges to AI advancements like Gemini and Waymo’s autonomous...
Earnings Report Summary – NASDAQ: META
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, delves into Meta's impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company's AI initiatives, including the Meta AI chatbot, which has...
Earnings Report Summary – NASDAQ: TSLA
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, delves into Tesla's impressive Q3 earnings and the technological advancements propelling its growth. Learn about the company's strategic focus on autonomous driving technology, including...
TAMIM Australian Equities – Are small caps good value right now?
Small to Mid Caps have never been cheaper. Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
TAMIM Global Tech and Innovation – Pillars of Power
Governments serve as the driving force, utilising three key aspects as pillars of power with leadership in these pillars defining the winners of the new global order. What are the pillars of power and why are they the focus sectors for our Global Tech and Innovation...
TAMIM Global Tech and Innovation – Just how big is the tech industry?
We evaluate just how big the tech sector is and the exponential rate it is growing. Is there still time to capitalise on this opportunity? Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
TAMIM Australian Equities – Best Time to Invest
Ron Shamgar, Head of Australian Equities at TAMIM Asset Management, answers the most popular investment question, when is the right time to invest in the stock market. Disc: All investing entails risk - please read disclaimer on our website for more details -...
TAMIM Global Tech and Innovation – Technology – Pillar of Power
Technology is no longer a luxury but a necessity. Explore the insights of experts on how technology plays a crucial role in ensuring national security. Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
TAMIM Australian Equities – Company Spotlight – Global Data Centre Group
ASX AI thematic play with this data centre investment company. See why we took a position? Disc: ASX: GDC is held in TAMIM Portfolios as at 25 June 2024. All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.