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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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Once again, Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Woolworths Group (WOW.ASX) and Macquarie Group (MQG.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them... As long-term investors in Taiwan we prefer to look at the investment flows by Taiwanese companies into China as an indicator of the state of relations and not media speculation regarding the prospect for military hostilities. If China were going to invade Taiwan it... Sid Ruttala continues his journey through the ASX20. This week his notes visit and review CSL Ltd. (CSL.ASX) and Wesfarmers Ltd (WES.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them here: Part 1: The... Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial... This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions... This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what... As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key... This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on! Again, a disclaimer before reading further, this is the just first part of my notes on... In a previous article, we gave a rationalisation for why, despite seemingly irrational valuations, we remain overweight equities here at TAMIM. This week we continue to explore this but with a caveat, that is the potential for inflation and the reasons why it might...
Talking Top Twenty | Part 5: Woolies & Macquarie
Taiwan: Not the Most Dangerous Place on Earth
Talking Top Twenty | Part 4: CSL & Wesfarmers
Talking Top Twenty | Part 3: BHP & Fortescue
A micro cap we don’t own… but we can see the potential
Redbubble (RBL.ASX): How we bought and why we sold
Talking Top Twenty | Part 2: The Banks – NAB & ANZ
Talking Top Twenty | Part 1: The Banks – CBA & WBC
Playing the Inflation Game: Where Have We Allocated
Once again, Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Woolworths Group (WOW.ASX) and Macquarie Group (MQG.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them... As long-term investors in Taiwan we prefer to look at the investment flows by Taiwanese companies into China as an indicator of the state of relations and not media speculation regarding the prospect for military hostilities. If China were going to invade Taiwan it... Sid Ruttala continues his journey through the ASX20. This week his notes visit and review CSL Ltd. (CSL.ASX) and Wesfarmers Ltd (WES.ASX). If you have missed some of the earlier parts to Sid Ruttala's latest Talking Top Twenty, you can find them here: Part 1: The... Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial... This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions... This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what... As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key... This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on! Again, a disclaimer before reading further, this is the just first part of my notes on... In a previous article, we gave a rationalisation for why, despite seemingly irrational valuations, we remain overweight equities here at TAMIM. This week we continue to explore this but with a caveat, that is the potential for inflation and the reasons why it might...
Talking Top Twenty | Part 5: Woolies & Macquarie
Taiwan: Not the Most Dangerous Place on Earth
Talking Top Twenty | Part 4: CSL & Wesfarmers
Talking Top Twenty | Part 3: BHP & Fortescue
A micro cap we don’t own… but we can see the potential
Redbubble (RBL.ASX): How we bought and why we sold
Talking Top Twenty | Part 2: The Banks – NAB & ANZ
Talking Top Twenty | Part 1: The Banks – CBA & WBC
Playing the Inflation Game: Where Have We Allocated
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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.