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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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Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1
Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
Trump’s Re-Election Winners: Key Shares to Watch
In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...
The Sophisticated Investor Test: What It Is and Why It Matters
Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of...
The Gambling Industry Part 3: Racing and Sports Positions for Growth and Success
In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
Australia’s Big Four Banks: Investment Powerhouses or Risky Bets?
Investing in Australia’s Big Four banks Commonwealth Bank of Australia (ASX: CBA), National Australia Bank (ASX: NAB), Westpac Banking Corporation (ASX: WBC), and Australia and New Zealand Banking Group (ASX: ANZ) has historically been a cornerstone of Australian...
The Importance of Trustee Roles in SMSF Administration: A Case Study
The Superannuation Industry (Supervision) Act 1993 (SIS Act) is complex, and navigating its intricacies requires a clear understanding of trustee responsibilities, regulatory requirements, and governance standards. When dealing with such complex matters, the courts...
The Gambling Industry Part 2: ASX Small-Caps to Watch
In Part 2 of our series on trends within the Australian and global gambling industry, we explore two standout small-cap ASX stocks - BlueBet Holdings Limited and PointsBet - that have demonstrated significant potential in a consolidating market. Their impressive...
Could China’s Path to Stability be an Investor’s Opportunity?
In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many...
Part 1: Investing in the Future of Gambling
In this 3-part series, we will explore trends within the global and Australian gambling industry. In Parts 2 and 3, we’ll highlight 3 small-cap stocks on the ASX that we believe offer the best upside in a consolidating industry. With the Melbourne Cup now behind us,...
Shamgar’s ASX Small Cap Stock Watchlist for 2025 – Part 1
Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
Trump’s Re-Election Winners: Key Shares to Watch
In what ended up being an emphatic victory for Republicans, Donald Trump has been re-elected President of the United States. Despite the inauguration not taking place until January 20, financial markets have moved swiftly to price in the new administration and its...
The Sophisticated Investor Test: What It Is and Why It Matters
Investing as a "sophisticated investor" opens the door to unique opportunities and benefits, but it also comes with responsibilities and risks that are not often understood. At TAMIM Asset Management, we believe that informed decisions form the cornerstone of...
The Gambling Industry Part 3: Racing and Sports Positions for Growth and Success
In the final instalment of our series, we highlight Racing and Sports [(RAS Technology Holdings Ltd (ASX: RTH)], an ASX-listed company that is carving out a formidable presence in the racing and sports wagering sector. This article follows Parts 1 and 2, where we...
Australia’s Big Four Banks: Investment Powerhouses or Risky Bets?
Investing in Australia’s Big Four banks Commonwealth Bank of Australia (ASX: CBA), National Australia Bank (ASX: NAB), Westpac Banking Corporation (ASX: WBC), and Australia and New Zealand Banking Group (ASX: ANZ) has historically been a cornerstone of Australian...
The Importance of Trustee Roles in SMSF Administration: A Case Study
The Superannuation Industry (Supervision) Act 1993 (SIS Act) is complex, and navigating its intricacies requires a clear understanding of trustee responsibilities, regulatory requirements, and governance standards. When dealing with such complex matters, the courts...
The Gambling Industry Part 2: ASX Small-Caps to Watch
In Part 2 of our series on trends within the Australian and global gambling industry, we explore two standout small-cap ASX stocks - BlueBet Holdings Limited and PointsBet - that have demonstrated significant potential in a consolidating market. Their impressive...
Could China’s Path to Stability be an Investor’s Opportunity?
In the wake of the recent U.S. election and Donald Trump's return to the White House, global market sentiment remains cautiously optimistic; however, there is widespread speculation regarding the potential impacts on international trade and diplomacy. While many...
Part 1: Investing in the Future of Gambling
In this 3-part series, we will explore trends within the global and Australian gambling industry. In Parts 2 and 3, we’ll highlight 3 small-cap stocks on the ASX that we believe offer the best upside in a consolidating industry. With the Melbourne Cup now behind us,...
Warren Buffett at 94: Reflections on His Legacy and Lessons for Investors Today
On his 94th birthday, Warren Buffett, the "Oracle of Omaha," remains one of the most respected and influential figures in the world of finance. While many might choose to slow down in their later years, Buffett continues to captivate investors with his timeless wisdom...
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
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...
The Power of Second-Level Thinking: Beyond the Obvious in Investing
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...
Riding the AI Waves: A New Era for Tech, Energy and Money
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...
Don’t Lose Gains: The Illusion of Pessimism
Would you bet your retirement on predicting the daily weather forecast over the next five years? Just as that gamble would be absurd, so too would be the attempt to perfectly time the stock market. Negative stories and the allure of market timing can be persuasive,...
Understanding the Latest CPI Data: Is Inflation Moderating?
As investors, staying informed about economic indicators is crucial to making sound investment decisions. The Consumer Price Index (CPI) is one such indicator, providing insights into the inflationary trends within the economy. Today, the Australian Bureau of...
High-Stakes Takeovers: Bapcor Turns Down Bain Capital’s Offer
Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's...
Re-Born in the USA: Who will Benefit from the Reshoring Trend?
In recent years, the trend of deglobalisation and “reshoring”—bringing manufacturing production back home to the US—has gained momentum. This shift is accelerating due to the Biden administration’s investments, tax incentives, and a tougher stance on China’s...
Seizing the Moment: Why Now is the Time to Invest in Japan
Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to...
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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.