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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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ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is... Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors... In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades.... Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank... Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,... Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,... As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for... As we close the books on another calendar year, we are pleased to report yet another exceptional year of performance for the TAMIM Australia All Cap portfolio. In CY2024, the portfolio delivered a +28.93% return net of fees, following an impressive +31.25% return in... In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was...
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Tech & AI Power Plays: Key Insights from Marc Andreessen
CBA vs. Westpac: Is the Market Overreacting?
Are you Making the Most of the ASX Reporting Season?
Is the ASX Undervalued? What Investors Should Know
Global High-Conviction Portfolio Picks for 2025
A Strong 2024 & Optimistic 2025 by Ron Shamgar
On Bubble Watch: Howard Marks Reflects on 25 Years of Market Lessons
ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is... Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors... In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades.... Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank... Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,... Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,... As we enter 2025, the global economy continues to evolve, presenting a mix of challenges and opportunities for investors. While inflationary pressures, geopolitical shifts, and technological advancements shape the financial landscape, they also create avenues for... As we close the books on another calendar year, we are pleased to report yet another exceptional year of performance for the TAMIM Australia All Cap portfolio. In CY2024, the portfolio delivered a +28.93% return net of fees, following an impressive +31.25% return in... In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was...
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Tech & AI Power Plays: Key Insights from Marc Andreessen
CBA vs. Westpac: Is the Market Overreacting?
Are you Making the Most of the ASX Reporting Season?
Is the ASX Undervalued? What Investors Should Know
Global High-Conviction Portfolio Picks for 2025
A Strong 2024 & Optimistic 2025 by Ron Shamgar
On Bubble Watch: Howard Marks Reflects on 25 Years of Market Lessons
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... The Power of Positive Thinking 16/11/2023 Economist Paul Samuelson is famously quoted as saying that the stock market has predicted nine out of the last five recessions. While somewhat satirical, this quip demonstrates how poor investors and economists are at... 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... 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... A Unique Opportunity to Access the Ground Floor of Innovation 27/7/2023 We’ve written several times about the historic difference in valuation between small and large companies. There’s a number of ways investors could take advantage of this–small cap ETFs, small cap... Diversification: Can You Have Too Much? 13/7/2023 Diversification is no secret, it’s a well-known part of investing. “Don’t put all your eggs in one basket” is a common phrase that we learn at a young age, and something that most people put into action, at least to... What is a recession and what does it mean for investors? 6/7/2023 Fearing a recession is natural. Recessions are an economic reality. They typically start before anyone realises they’re happening and end before economists have enough data to know they’ve finished....
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
The Power of Positive Thinking
U.S. Credit Rating Downgraded by Fitch
ASX Reporting Season: When to Sell Your Stocks and Why
A Unique Opportunity to Access the Ground Floor of Innovation
Diversification: Can You Have Too Much?
What is a recession and what does it mean for investors?
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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.