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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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The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each... The recent 16th BRICS Summit in Kazan, Russia, was a mix of strategic ambition and political posturing. Officially themed “Strengthening Multilateralism for Fair Global Development and Security,” the summit aimed to promote intra-bloc trade and security cooperation.... The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims... The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... 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...
Magnificent Seven in Review: How Alphabet, Meta, and Tesla Stole the Show in Q3 Earnings
BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
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
The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each... The recent 16th BRICS Summit in Kazan, Russia, was a mix of strategic ambition and political posturing. Officially themed “Strengthening Multilateralism for Fair Global Development and Security,” the summit aimed to promote intra-bloc trade and security cooperation.... The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims... The U.S. energy landscape is undergoing a significant transformation as AI-driven industries rapidly expand, and the demand for robust, reliable energy sources intensifies. Meeting these growing energy needs requires a combination of established and emerging solutions... When constructing an investment portfolio, one of the most important decisions is asset allocation - the process of determining how much of each asset class to include. This decision significantly influences the portfolio’s performance and how it responds to both... 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...
Magnificent Seven in Review: How Alphabet, Meta, and Tesla Stole the Show in Q3 Earnings
BRICS 2024 Summit: Much Ado About Nothing or a Sign of Change?
Will the RBA’s Surcharge Ban Shake Up ASX Payment Sector Stocks?
The Evolving U.S. Energy Landscape: Meeting the Needs of AI and Urban Growth
Ruminating on Asset Allocation: Combining Australian Equities and Private Debt for Balanced Growth and Income
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
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going... A fictitious memo on SVB from the Fed - Wishful Thinking 16/3/2023 In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here.... 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... A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with... Year in Review: 2022 22/12/2022 With our final newsletter of the year, we wanted to recap the major events that moved markets and highlight some investor takeaways. Upon reflection, 2022 was a year of inflection. Australia emerged from two years of intermittent... Investing in 2023: Is the worst behind us? 22/12/2022 Without a doubt, 2022 has been a tough year for most investors. As of writing, the ASX200 is down around 6% and the S&P/ASX Small Ordinaries is down nearly 19%. Additionally, the Nasdaq is down 32.3% year to... 5 Predictions for 2023 (& How We Did Predicting 2022) 14/12/2022 We have arrived at our final article of 2022, and, as usual, we thought it would be interesting to revisit our predictions for the past year and come up with a few more heading into 2023. First, in...
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast
The World Doesn’t Often End
Growth Investing: Is now the time to be a contrarian?
A fictitious memo on SVB from the Fed – Wishful Thinking
Lessons from Buffett’s 2022 Letter
A Bear Market Rally, or Blue Skies Ahead?
Year in Review: 2022
Investing in 2023: Is the worst behind us?
5 Predictions for 2023 (& How We Did Predicting 2022)
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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.