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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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Growing up it was ingrained that two topics are rather taboo to discuss at the dinner table; the first being politics and the second money. So, with the hope that you’re not having dinner as you read, this week we discuss the former while touching on the latter.... Innovation Solves Problems: Big Ideas for 2023 9/2/2023 Cathie Wood's ARK Investment Management is well known for betting big on disruptive technologies through its exchange-traded funds, headlined by the ARK Innovation ETF (NASDAQ: ARKK). Wood is one of the loudest... Ron Shamgar lays out the investment thesis for a stock he believes will soon be the subject of a takeover offer. ClearView (CVW.ASX) ​Note: This investment thesis was originally circulated to clients on 9 December 2021. CVW remains a position in TAMIM Australian... This week we are looking at a small cap company that is providing software solutions to the hospitality sector while also expanding into overseas markets with huge addressable opportunities. The company has a market cap of only $100m and has mostly gone unnoticed to... This week we look to conclude the series with some insights into two more pharma companies that we believe could make for an interesting addition to investor portfolios. Both are potentially high growth and arguably further up the risk curve (if one is to define it by... This week we will be visiting a stock in our Global Mobility portfolio that is poised to benefit from the themes of electrification and autonomy. While these thematics are well known and are well covered, most investors look to only a few select stocks to benefit from... This week we continue on to the final in the pharma series by looking at specific companies that we feel are worth at least a review by investors. As elucidated last time, the categories that offer the most lucrative long-term opportunities are Oncology, Diabetes and... This week we will be writing about one of our core holdings, one that the market hasn’t been very optimistic about. In doing this we will look at why we think the market has this one wrong. Sometimes the best opportunities come from running toward the fire and... This week we continue to look at the global pharmaceutical industry. More specifically, this week we will be looking to identify some of the trends and segments which may produce some more lucrative opportunities.  Before we begin, a quick recap of the main points...
Politics, Trust and Investing: Our Greatest Risk?
Innovation Solves Problems: Big Ideas for 2023
1 Stock We Believe Is A Clear Takeover Target
1 Aussie POS Software Company Poised to Crack the US
Pharma: Investing in the Pipeline, Not the Products
1 Stock to Benefit from Electrification, Autonomy & Sharing
Pharma: DexCom & BMS | Can giants grow?
The Payments Stock We Think the Market Has Got Wrong
Pharma: Diabetes, Cancer & Cardiovascular/Respiratory
Growing up it was ingrained that two topics are rather taboo to discuss at the dinner table; the first being politics and the second money. So, with the hope that you’re not having dinner as you read, this week we discuss the former while touching on the latter.... Innovation Solves Problems: Big Ideas for 2023 9/2/2023 Cathie Wood's ARK Investment Management is well known for betting big on disruptive technologies through its exchange-traded funds, headlined by the ARK Innovation ETF (NASDAQ: ARKK). Wood is one of the loudest... Ron Shamgar lays out the investment thesis for a stock he believes will soon be the subject of a takeover offer. ClearView (CVW.ASX) ​Note: This investment thesis was originally circulated to clients on 9 December 2021. CVW remains a position in TAMIM Australian... This week we are looking at a small cap company that is providing software solutions to the hospitality sector while also expanding into overseas markets with huge addressable opportunities. The company has a market cap of only $100m and has mostly gone unnoticed to... This week we look to conclude the series with some insights into two more pharma companies that we believe could make for an interesting addition to investor portfolios. Both are potentially high growth and arguably further up the risk curve (if one is to define it by... This week we will be visiting a stock in our Global Mobility portfolio that is poised to benefit from the themes of electrification and autonomy. While these thematics are well known and are well covered, most investors look to only a few select stocks to benefit from... This week we continue on to the final in the pharma series by looking at specific companies that we feel are worth at least a review by investors. As elucidated last time, the categories that offer the most lucrative long-term opportunities are Oncology, Diabetes and... This week we will be writing about one of our core holdings, one that the market hasn’t been very optimistic about. In doing this we will look at why we think the market has this one wrong. Sometimes the best opportunities come from running toward the fire and... This week we continue to look at the global pharmaceutical industry. More specifically, this week we will be looking to identify some of the trends and segments which may produce some more lucrative opportunities.  Before we begin, a quick recap of the main points...
Politics, Trust and Investing: Our Greatest Risk?
Innovation Solves Problems: Big Ideas for 2023
1 Stock We Believe Is A Clear Takeover Target
1 Aussie POS Software Company Poised to Crack the US
Pharma: Investing in the Pipeline, Not the Products
1 Stock to Benefit from Electrification, Autonomy & Sharing
Pharma: DexCom & BMS | Can giants grow?
The Payments Stock We Think the Market Has Got Wrong
Pharma: Diabetes, Cancer & Cardiovascular/Respiratory
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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.