Are mid-cap opportunities the key to AI’s future? TAMIM targets critical bottlenecks in memory and networking, focusing on optimising connections within and between data centers. Ryan Mahon highlights the companies best positioned to capitalise on these essential...
Is China’s market poised for a breakthrough? Robert Swift explores the potential value hidden in its stagnant stock index, pointing to growth potential with government stimulus. He highlights opportunities in retail-driven sectors, safer indirect investments like...
Are market bubble fears overblown? Ron Shamgar breaks down why valuations, excluding the tech giants, align with historical averages. Could this signal the early stages of a bull market and prime opportunities for small and mid-cap investors? Disclaimer: All investing...
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....
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...
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...
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...
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...
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...
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.
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...
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.
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