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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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Exploring Takeover Tales: ASX Small Cap Sector Sees Varied Acquisition Approaches in 2023 6/11/2023 Takeovers have been a real theme in 2023 for the beaten down ASX small cap sector. We’ve covered a number of articles and topics in recent months as to why... Moment of Truth for the Magnificent Seven 2/11/2023 The U.S.-listed technology giants have been long-time investor favourites, and with good reason–they have dominant businesses with large addressable markets and incredible financial metrics. They have also... Dividend Delight: Expanding Through Strategic Acquisitions in the Marketing Arena 31/10/2023 Stand still in the advertising and marketing space and you’ll be left behind. Over the past quarter-century, the industry landscape has undergone a transformative... US Tailwinds: How Investors Can Ride the Next $1.25 Trillion Wave 26/10/2023 It is no secret that infrastructure in the United States has long been in need of upgrading and repair. There are countless images and videos showing crumbling highways, overrun and... Why You Need to Invest in Private Credit Today 26/10/2023 The stars are aligning for a golden era in private credit. The recent flurry of interest rate hikes across the globe has returned fixed income to the fore as investors earn meaningful income without... Is This Mission Critical ASX Small Cap Reaching an Inflection Point? 24/10/2023 In 2002 Wimbledon officials took out pandemic insurance at $3.2 million a year following the outbreak of SARS. It wasn’t until almost 20 years later when a 1 in 100 year pandemic... Cirrus Networks Agrees to Atturra Takeover Offer 12/9/2023 Takeover offers continue to roll in for TAMIM. This time around it’s Cirrus Networks Holdings Limited (ASX: CNW) with an offer from Atturra Limited (ASX: ATA) to acquire 100% of Cirrus’ shares through... Takeover Targets: Why Small is Beautiful 19/10/2023 The ASX has been red hot for takeovers in recent months, as we have highlighted in several articles covering the reasons why takeovers occur, the different strategies that companies employ for takeovers, and several... Behind the Deals: Takeover Strategies 12/10/2023 In our previous article, we delved deep into the allure of corporate takeovers, highlighting how buyers—both strategic and financial—are perpetually hunting for golden opportunities from their competitors,...
Exploring Takeover Tales: ASX Small Cap Sector Sees Varied Acquisition Approaches in 2023
Moment of Truth for the Magnificent Seven
Dividend Delight: Expanding Through Strategic Acquisitions in the Marketing Arena
US Tailwinds: How Investors Can Ride the Next $1.25 Trillion Wave
Why You Need to Invest in Private Credit Today
Is This Mission Critical ASX Small Cap Reaching an Inflection Point?
Cirrus Networks Agrees to Atturra Takeover Offer
Takeover Targets: Why Small is Beautiful
Behind the Deals: Takeover Strategies
Exploring Takeover Tales: ASX Small Cap Sector Sees Varied Acquisition Approaches in 2023 6/11/2023 Takeovers have been a real theme in 2023 for the beaten down ASX small cap sector. We’ve covered a number of articles and topics in recent months as to why... Moment of Truth for the Magnificent Seven 2/11/2023 The U.S.-listed technology giants have been long-time investor favourites, and with good reason–they have dominant businesses with large addressable markets and incredible financial metrics. They have also... Dividend Delight: Expanding Through Strategic Acquisitions in the Marketing Arena 31/10/2023 Stand still in the advertising and marketing space and you’ll be left behind. Over the past quarter-century, the industry landscape has undergone a transformative... US Tailwinds: How Investors Can Ride the Next $1.25 Trillion Wave 26/10/2023 It is no secret that infrastructure in the United States has long been in need of upgrading and repair. There are countless images and videos showing crumbling highways, overrun and... Why You Need to Invest in Private Credit Today 26/10/2023 The stars are aligning for a golden era in private credit. The recent flurry of interest rate hikes across the globe has returned fixed income to the fore as investors earn meaningful income without... Is This Mission Critical ASX Small Cap Reaching an Inflection Point? 24/10/2023 In 2002 Wimbledon officials took out pandemic insurance at $3.2 million a year following the outbreak of SARS. It wasn’t until almost 20 years later when a 1 in 100 year pandemic... Cirrus Networks Agrees to Atturra Takeover Offer 12/9/2023 Takeover offers continue to roll in for TAMIM. This time around it’s Cirrus Networks Holdings Limited (ASX: CNW) with an offer from Atturra Limited (ASX: ATA) to acquire 100% of Cirrus’ shares through... Takeover Targets: Why Small is Beautiful 19/10/2023 The ASX has been red hot for takeovers in recent months, as we have highlighted in several articles covering the reasons why takeovers occur, the different strategies that companies employ for takeovers, and several... Behind the Deals: Takeover Strategies 12/10/2023 In our previous article, we delved deep into the allure of corporate takeovers, highlighting how buyers—both strategic and financial—are perpetually hunting for golden opportunities from their competitors,...
Exploring Takeover Tales: ASX Small Cap Sector Sees Varied Acquisition Approaches in 2023
Moment of Truth for the Magnificent Seven
Dividend Delight: Expanding Through Strategic Acquisitions in the Marketing Arena
US Tailwinds: How Investors Can Ride the Next $1.25 Trillion Wave
Why You Need to Invest in Private Credit Today
Is This Mission Critical ASX Small Cap Reaching an Inflection Point?
Cirrus Networks Agrees to Atturra Takeover Offer
Takeover Targets: Why Small is Beautiful
Behind the Deals: Takeover Strategies
Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, addresses Japan in the wake of some of the negative news associated with the market. Japan forms an integral part of both the Asia Small Companies and Global High Conviction... We've been hearing more and more about it in the media, it's time to take a closer look. Huawei's meteoric rise globally is coming to a head as the US/China Trade Kerfuffle drags on and we thought it was time to take a closer look at what they are trying to do. Have... Heading into the end of the financial year, one of the more interesting phenomena for us has been the upward correlations in both bonds and equities. Bond markets have been predicting a downturn in economic conditions while equities, especially given the performance... Japan: Is Now the Time to Invest? 21/9/2023 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... This week Guy Carson takes a look at the Australian GDP figure and digs in to how it impacts the everyday share portfolio. Last week the Australian Bureau of Statistics (ABS) released the GDP data for the September quarter. The headline result saw an economy that grew... This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 13, 2017. The RBA's biannual Financial Stability Review (FSR) has become essential reading since the... This week Robert Swift digs into the recently announced Royal Commission. Today the Australian government announced there would be a Royal Commission established to investigate the banking industry. This was done on receipt, by Treasury, of a letter from ‘the big 4’... This week we bring to you a piece by friend of TAMIM Sam Ferraro of independent financial education firm Evidente. This article was originally penned on October 16, 2017. In a recent research paper, former Chair of the Federal Reserve, Mr Ben Bernanke, proposes price... This week Robert Swift takes a look at one of his favourite subjects of the last twelve months, - the land of the rising sun - and delves into a market of misunderstood problems and opportunities. We have argued for a while that Japan has not ‘suffered from’...
Two Steps Forward, One Back in Japan
It’s Huawei or the Highway: Empire Building Chinese Style
Market Musings: Does the Bond market make sense? Or is there something else at work…
Japan: Is Now the Time to Invest?
Looking inside the Australian GDP number and what the implications are for your share portfolio
Evidente – The RBA Rings the Bell
Royal Commission into Banks
Evidente – Bernanke points to a new dawn
A market of misunderstood problems and opportunities
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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.