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At TAMIM, we’re dedicated to empowering investors with knowledge to effectively manage their retirement futures. Our Market and Stock Insights cover various segments to keep you updated on the latest trends, strategies, and news affecting your investments. Explore our wealth of insights across different categories to stay ahead in the evolving landscape of investments.
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As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and... Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of... Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution... Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of... Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data...
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
Tesla’s Robotaxi Reveal: A Historic Turning Point
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
Building Wealth with Investment Fundamentals: Key Lessons for Every Investor
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
As cities continue to grow and the adoption of artificial intelligence (AI) accelerates, energy consumption is reaching unprecedented levels, placing significant pressure on existing infrastructure. Addressing these growing demands requires substantial investment in... Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and... Tesla’s October 10, 2024, Robotaxi reveal is shaping up to be a pivotal event for the company, and perhaps for the future of transportation itself. CEO Elon Musk has hinted at this moment being “one for the history books,” underscoring the long-term significance of... Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution... Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of... Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data...
Meeting the Challenges of Urban Growth and AI Demands
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Three ASX Stocks Primed for Strong FY25 Performance
Tesla’s Robotaxi Reveal: A Historic Turning Point
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 2)
Building Wealth with Investment Fundamentals: Key Lessons for Every Investor
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
Self-managed super funds (SMSFs) have long been a popular choice for Australians seeking greater control over their retirement savings. Recent government proposals, particularly the Treasury Laws Amendment (Better Targeted Superannuation Concessions and Other... The margin of safety is one of the most important principles in value investing. Popularised by Benjamin Graham, the father of value investing and mentor to Warren Buffett, it refers to the buffer or cushion between the intrinsic value of an asset and its market... Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of... On his 94th birthday, Warren Buffett, the "Oracle of Omaha," remains one of the most respected and influential figures in the world of finance. While many might choose to slow down in their later years, Buffett continues to captivate investors with his timeless wisdom... Market sentiment is a powerful force that often drives fluctuations in stock prices and market volatility, sometimes overshadowing the actual business fundamentals. While sentiment can be a useful gauge of market mood, relying on it to make investment decisions... In the world of investing, the difference between success and mediocrity often boils down to how deeply one thinks about opportunities and risks. Howard Marks, co-founder of Oaktree Capital Management, is renowned for his deep insights into market behavior, and one of... As we stand on the brink of a new era, the wave of artificial intelligence (AI) investment is just beginning. This transformative technology promises to revolutionise industries, reshape economies, and redefine the boundaries of human potential. For investors, the... Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,...
Taxing Unrealised Gains: How Proposed Legislation Impacts Your SMSF
How the Margin of Safety Can Protect Your Portfolio and Boost Returns
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Building Wealth with Investment Fundamentals: Key Lessons for Every Investor
Warren Buffett at 94: Reflections on His Legacy and Lessons for Investors Today
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Riding the AI Waves: A New Era for Tech, Energy and Money
Don’t Lose Gains: The Illusion of Pessimism
Introduction: A Timely Reminder from Howard Marks As Treasurer Jim Chalmers seeks to modernise the Reserve Bank of Australia (RBA) with one of the most substantial reforms in decades, Howard Marks’ latest memo serves as a reminder of the dangers of interventionist... As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of... On 22 February 2024, Japan’s Nikkei 225 closed at ¥39,098.68, eclipsing the previous record high set in December 1989–a staggering 34 years ago. As we highlighted in a prior article, Japan went through a truly extraordinary boom in asset prices through the 1980s that... It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you... As we highlighted in our prior market insight, 2024 is set to be a historic year for elections, with more than 2 billion of the world’s population across 50 countries set to head to the polls. The most widely publicised is undoubtedly the United States, where... Market Insight – Market Surprises, AI Evolution, and Geopolitical Strains From Doom to Boom: The Story of 2023’s Economic Surprises 23/11/2023 As we highlighted in last week’s article “The Power of Positive Thinking,” 2023 began with many dire predictions about the economy and asset prices. So far, these forecasts have not borne fruit, with... Japan went through an historic boom that peaked in the late 1980s and early 1990s. Asset prices rose at an incredible pace, with the price of land absolutely rampant, increasing by as much as 5,000 per cent between 1956 and 1986. So distorted were land prices that... U.S. Credit Rating Downgraded by Fitch 10/8/2023 Fitch announced last week that it downgraded the United States’ long-term credit rating from the AAA (the highest possible rating) down to AA+ (the second highest rating). For those that are unfamiliar, Fitch is the...
Chalmers’ RBA Dilemma: Striking a Balance Between Reform and Free Market Principles
Understanding the Latest CPI Data: Is Inflation Moderating?
All Time Highs: Japan’s Revival
Insurance: A Rare Winner from Higher Interest Rates?
2024: All About the Vibe
2023 Review: Market Surprises, AI Evolution, and Geopolitical Strains
From Doom to Boom: The Story of 2023’s Economic Surprises
Japan: Is Now the Time to Invest?
U.S. Credit Rating Downgraded by Fitch
Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy... The final six months of 2023 presented a challenging backdrop with prevailing macroeconomic conditions and a sense of uncertainty. Anticipations for the earnings season until the end of December were initially subdued. Despite this, the period delivered results that... 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 title its shareholders must be loving. The NVDA share price has risen a staggering 19 times... 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 results in the face of challenging environments. This report... 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. As markets surge, with the S&P 500... 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 rising interest rates and the potential of a damaging recession. As... Our ASX Earnings Season Podium 26/9/2023 With earnings season done and dusted, we take a look back at three of the best performers in what was an overall mixed period for the ASX. We’ve also included one quality company which has had a challenging time... With the end-of-financial-year reporting season upon us, it’s often good to have a game plan going for when each of the companies you own publishes their full-year financial results. In particular, research has shown that investors often struggle with deciding whether... Lessons from Buffett's 2022 Letter 2/3/2023 Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors of all time. Beyond tremendous investing wins, the “Oracle of Omaha” is also an amazing writer. Every year he writes an annual letter to...
Changing the Game: AI Innovations in Media on the ASX
TAMIM Earnings Season Report Card
Soaring with NVIDIA: Weighing the Rewards and Risks in the AI Revolution
Three ASX Small Cap Delivering Impressive Results
No FOMO: Patience and ASX Small Caps
Three ASX Resilient Retailers Posting Impressive Results
Our ASX Earnings Season Podium
ASX Reporting Season: When to Sell Your Stocks and Why
Lessons from Buffett’s 2022 Letter
About TAMIM Asset Management
TAMIM Asset Management is a boutique investment firm that provides a variety of investment solutions tailored to our clients’ needs, with a commitment to safeguarding their wealth. At TAMIM we delivering expert solutions across equities, property & credit
Stay Informed with TAMIM Stock Insights
TAMIM Asset Management provides market and stock insights for general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal situation, and may not be suitable for you.