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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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This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox. Recently we wrote an article looking at the Telecommunications industry in Australia. Our main premise was the introduction of TPG Telecom into the mobile space would cause... This week the Small Cap team provide a profile on one of their portfolio holdings, Elanor Investors Group (ENN.ASX). Property and hotel/tourism fund manager and investment company, Elanor Investors Group (ASX:ENN), is a core long term holding of the fund that we... Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this... 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... Guy Carson, manager of the TAMIM Australian Equity All Cap Value portfolio, presents his views on the August 2017 Reporting Season. Note: Altium, Veris, Gentrack, SRG, CSL & Hansen Technologies are held in Guy's portfolio at time of filming. 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...
Telcos: Thinking outside of the box
Portfolio profile: Elanor Investors Group (ASX: ENN)
Gilead – When is a tech stock not a tech stock?
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
Reporting Season Review – August 2017
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox. Recently we wrote an article looking at the Telecommunications industry in Australia. Our main premise was the introduction of TPG Telecom into the mobile space would cause... This week the Small Cap team provide a profile on one of their portfolio holdings, Elanor Investors Group (ENN.ASX). Property and hotel/tourism fund manager and investment company, Elanor Investors Group (ASX:ENN), is a core long term holding of the fund that we... Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this... 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... Guy Carson, manager of the TAMIM Australian Equity All Cap Value portfolio, presents his views on the August 2017 Reporting Season. Note: Altium, Veris, Gentrack, SRG, CSL & Hansen Technologies are held in Guy's portfolio at time of filming. 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...
Telcos: Thinking outside of the box
Portfolio profile: Elanor Investors Group (ASX: ENN)
Gilead – When is a tech stock not a tech stock?
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
Reporting Season Review – August 2017
Prices, bad policy, Amazon, socially responsible investing and Thomas Hobbes – how on earth are they connected and why should I care?
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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.