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Stay Informed with TAMIM Market and Stock Insights
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 the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in... 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... Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific... Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the... Earnings season is well and truly underway with a number of companies in the TAMIM portfolio reporting last week. Two stand out and high conviction holdings that reported were Bravura Solutions Limited (ASX: BVS) and Viva Leisure (ASX: VVA). Coincidently we recently... 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... In an era marked by escalating geopolitical tensions and rapid technological advancements, certain companies have gained prominence due to their strategic importance and innovative capabilities. The ongoing conflicts in regions like Eastern Europe and the Middle East... Insurance might not be the most exciting sector, but for certain investors, boring is beautiful. The consistent cash flow, disciplined risk management, and long-term stability that well-run insurance companies provide are exactly what make them attractive in any... 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...
Strategic Moves Fueling Impressive Growth in these Two ASX Small Caps
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
A Prime ASX Takeover Target in a Consolidating Telco Industry
Two Small Caps Make a Strong Statement with FY24 Earnings
Earnings Highlights: Bravura’s Turnaround, Viva Leisure’s Strategic Appeal, GQG continues to grow
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Defence Alliance: The Future of AI-Driven Security
The Kiwi Insurer Towering Above the Competition
Riding the AI Waves: A New Era for Tech, Energy and Money
As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in... 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... Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific... Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the... Earnings season is well and truly underway with a number of companies in the TAMIM portfolio reporting last week. Two stand out and high conviction holdings that reported were Bravura Solutions Limited (ASX: BVS) and Viva Leisure (ASX: VVA). Coincidently we recently... 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... In an era marked by escalating geopolitical tensions and rapid technological advancements, certain companies have gained prominence due to their strategic importance and innovative capabilities. The ongoing conflicts in regions like Eastern Europe and the Middle East... Insurance might not be the most exciting sector, but for certain investors, boring is beautiful. The consistent cash flow, disciplined risk management, and long-term stability that well-run insurance companies provide are exactly what make them attractive in any... 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...
Strategic Moves Fueling Impressive Growth in these Two ASX Small Caps
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
A Prime ASX Takeover Target in a Consolidating Telco Industry
Two Small Caps Make a Strong Statement with FY24 Earnings
Earnings Highlights: Bravura’s Turnaround, Viva Leisure’s Strategic Appeal, GQG continues to grow
The Power of Second-Level Thinking: Beyond the Obvious in Investing
Defence Alliance: The Future of AI-Driven Security
The Kiwi Insurer Towering Above the Competition
Riding the AI Waves: A New Era for Tech, Energy and Money
Recession. If you feel like this word is everywhere at the moment and everyone is talking about it, you would be right. Google searches for the term have spiked and every finance program and publication is covering it. So, let's take a look. So, what exactly is... This week we look into the efficacy of the RBA raising interest rates to combat inflation and the subsequent impact on Australian property prices. Australia’s penchant for property is about to be tested as the Reserve Bank of Australia (RBA) embarks on raising... This week we visit a topic that has been all the rage in 2022. Inflation. A word we perhaps hadn’t heard of in a couple of decades but has saturated every headline this year. As we write the ASX has given back around 14% from its peak in 2021 and the ASX Small... With rates on the rise we turn to a pressing issue facing economies the world over; global debt. What will the implications be and is there a way to prepare for it? We begin this weeks article on global debt with a story. This is the story of Sri Lanka which has seen... This week we look at a new government in Canberra and what, if any, are the implications for markets? Before proceeding into what is intrinsically a divisive topic, we’ll start with the conclusion, the answer is the implications are negligible. Some context As market... One of the greatest privileges of being in this business is the ability to talk to other investors on a daily basis and understand the pulse of the market. Right now the pulse seems to be confusion, not necessarily fear. Confusion breeds uncertainty which can paralyze... Robert Swift takes some time to look at portfolio allocation in the context of the current global climate; now focussing on investing in the 'needs' and not 'wants'. Most risk assets have had a decent fall this year. Long overdue and somewhat predictable perhaps but,... This week we would like to look at the commodities market. This is a fascinating topic in a world coming out of a global pandemic, in the midst of a “Green Transition” and tackling exacerbated income inequalities. Toss into this mix the context of Russian sanctions.... This week we continue with our examination of the news flow that has been rocking markets. We find it interesting that the headlines have inextricably linked the latest burst in inflation and energy prices squarely with the Russia-Ukraine escalation story. However,...
The R Word: Let’s talk about the word on every investor’s lips
House prices: How far will they fall?
Inflation: An Unpopular Opinion?
Global Debt: How will this affect the portfolio
Election 2022: Much Ado About Nothing For The Investor?
Investing in Uncertain Times: Keep It Simple
Needs Not Wants?
Commodities: An Abundance of Policy Missteps
Inflation: An Oily Issue
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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.