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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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On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things well. The difference is more than... 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... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... 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... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of...
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
On a Behind The Memo podcast last year, renowned value investor Howard Marks stated that: “What I learned from my first 10 years of experience is that good investing doesn’t come from buying good things but from buying things well. The difference is more than... 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... The gaming sector, having navigated the turbulence of the COVID-19 pandemic, is on the brink of resurgence. Firstly, the pandemic-induced restrictions significantly curtailed the operations of casinos, gaming venues, and related establishments, causing a temporary dip... Global equity markets finished the year on a tear as investors gained confidence that inflation had abated and interest rate hikes were in the rear vision mirror. There was a clear bifurcation however, with the bounce led by a small number of suspects (we’re looking... Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey 1/2/2024 EML Payments Ltd (ASX: EML) has indeed charted a tumultuous course over the last five years, captivating investors with its roller-coaster share price and stirring the investment... Market Movers: How the Magnificent Seven Are Faring in 2024 6/2/2024 As we highlighted in our previous article back in November, the so-called “Magnificent 7” contributed a substantial proportion of the S&P 500 gains during 2023. Come the beginning of 2024, it was... 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... Stock Highlight – Smartpay Holdings Limited (ASX: SMP) 17/11/2023 Ron Shamgar recently joined the Ausbiz team and ten of the country's leading small cap investment managers, presenting their high conviction stock ideas, sector thematics and opportunities. Watch what... Rockets and Rejections: ASX small caps surging towards Xmas 7/12/2023 For some investors, Santa Claus has come a little earlier this year. In November, the S&P 500 concluded the month with an impressive rise, just under 9%, while the Nasdaq posted gains of...
Investment Wisdom: Buying Well
Three ASX Resilient Retailers Posting Impressive Results
Three ASX Gaming Stocks Gearing Up for a Strong 2024
Top 3 International Shares for 2024
Unlocking Potential Amidst Turbulence: The EML Payments (ASX: EML) Journey
Market Movers: How the Magnificent Seven Are Faring in 2024
2024: All About the Vibe
Ron Shamgar – Ausbiz Small Caps, Big Ideas 2023 Edition
Rockets and Rejections: ASX small caps surging towards Xmas
This week Robert Swift and Roger McIntosh, of the TAMIM Global Equity High Conviction IMA, take a look at the tricky subject of creative accounting and how it must be factored into your stock analysis. Quantitative stock selection models such as our VMQ assessment,... This week we present an article by friend of TAMIM Sam Ferraro as he examines the subdued volatility the Australian market has been experiencing. Market volatility conditions have remained subdued for some time. Daily return volatility of the Australian dollar Trade... Adrian Lemme, analyst with the TAMIM Australian Equity Income portfolio, takes a look at the impending arrival of Amazon and the impact it should have on the Aussie landscape. Amazon Not Introducing Internet to Australia TAMIM Australian Equity Income - Merlon Capital... Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here. Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of... This week we take a look at the Brisbane property market. Is there an opportunity to be had or should we continue to flee the sinking ship? With the Australian cash rate at a record low, over the last 8 years we have seen a boom in property prices across the East... This week the small cap team take a look at the importance of a good management team when investing in a company. They take the time to spell out exactly what they look for when considering management. Summary: In our experience management quality is arguably the... Robert Swift presents his views on myths about deflation, Amazon and Socially Responsible Investing, and some folks that died a few hundred years ago. Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and... Remember the Tech Media Telecom (TMT) bubble of the late 1990s? Australia didn’t participate because of an absence of such companies on the ASX, but elsewhere it produced a frenzy of deals and some ludicrous valuations which mostly came unstuck. Although it eventually... Australia has a love affair with property, however you can’t go a week without seeing a newspaper headline proclaiming the next property crash. The low level of global and local interest rates over the last 9 years has caused property prices to go up significantly due...
Creative Accounting and non-payment of tax as a source of risk – the importance of fundamental oversight
Evidente – Subdued volatility conditions belie tail risks
Amazon Not Introducing Internet to Australia
Australia: The land of the rolling Boom
Brisbane Property – a damsel in distress or a diamond in the rough?
What we look for in a management team
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
So you’ve sold Telstra… Now what?
Five need to know factors for a successful retail property deal
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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.