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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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Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of... Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data... Qualcomm Incorporated (NASDAQ.QCOM) Qualcomm, short for Quality Communications, is the global leader in mobile connectivity. The company’s hardware and systems are ubiquitous across both Android and Apple handsets with the technology enabling billions of users to... EML Payments Limited (ASX: EML), a global leader in payments solutions, is in the midst of a strategic overhaul. With the release of its FY24 results and a thorough investor briefing, EML is making significant strides toward a brighter future. The company’s focus on... 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... As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in... 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... Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific... Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the...
Building Wealth with Investment Fundamentals: Key Lessons for Every Investor
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
A Quiet Winner In The Tech Arena
EML Payments (ASX: EML) – A Turnaround in Progress: What FY24 Results Mean for the Future
Warren Buffett at 94: Reflections on His Legacy and Lessons for Investors Today
Strategic Moves Fueling Impressive Growth in these Two ASX Small Caps
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
A Prime ASX Takeover Target in a Consolidating Telco Industry
Two Small Caps Make a Strong Statement with FY24 Earnings
Taking time to revisit the basics periodically is a practice we’ve always advocated for. When you’re living and breathing the markets day in and day out, it’s easy to lose sight of fundamental principles—sometimes you can’t see the forest for the trees. The beauty of... Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data... Qualcomm Incorporated (NASDAQ.QCOM) Qualcomm, short for Quality Communications, is the global leader in mobile connectivity. The company’s hardware and systems are ubiquitous across both Android and Apple handsets with the technology enabling billions of users to... EML Payments Limited (ASX: EML), a global leader in payments solutions, is in the midst of a strategic overhaul. With the release of its FY24 results and a thorough investor briefing, EML is making significant strides toward a brighter future. The company’s focus on... 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... As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in... 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... Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific... Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the...
Building Wealth with Investment Fundamentals: Key Lessons for Every Investor
Unlocking AI’s Potential: Two Profitable ASX Growth Stocks Leading the Way (Part 1)
A Quiet Winner In The Tech Arena
EML Payments (ASX: EML) – A Turnaround in Progress: What FY24 Results Mean for the Future
Warren Buffett at 94: Reflections on His Legacy and Lessons for Investors Today
Strategic Moves Fueling Impressive Growth in these Two ASX Small Caps
Sentiment-Driven Investing: Are You Riding the Vibe or Valuing the Future?
A Prime ASX Takeover Target in a Consolidating Telco Industry
Two Small Caps Make a Strong Statement with FY24 Earnings
As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in... In the wake of a significant market sell off following a stimulus induced boom there were plenty of company’s that saw the baby thrown out with the bath water. Over the past year, TAMIM has identified significant opportunities within the merger and acquisition... We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in... The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide readers with useful topical information but less than the overload and... Daniel Kahneman, an Israeli-born American Nobel prize-winning author, passed away on March 27 at age 90. For those yet to become familiar with his work, he was a psychologist at heart but to many he will be remembered as a pioneer in what has become known as... In a noteworthy decision on Tuesday, March 19, the Bank of Japan (BOJ) announced an increase to its benchmark interest rate for the first time since 2007. Japan has endured a prolonged period of “ultra loose” monetary policy since the Global Financial Crisis (GFC), as... As Super Tuesday's results and Nikki Haley’s exit from the Republican primary race, the stage looks set for a 2024 U.S. Presidential election rematch between the incumbent Joe Biden and former President Donald Trump. With rumblings from various European leaders about... It’s a common investing belief that higher interest rates are a negative for stocks. As the world’s most famous investor Warren Buffett creatively described at the Berkshire Hathaway (NYSE: BRK.B) 2013 annual general meeting, “Interest rates are to asset prices, you... Healthcare accounts for approximately 10% of the S&P/ASX 200 index and is widely regarded as a reliable and defensive sector that provides returns that are relatively uncorrelated with the rest of an investor’s portfolio and the economy at large–often with less...
Power Play: Investing In Energy For Innovation
Will New Merger & Acquisition Laws Impact the Takeover Market?
CHIPS: Megatrends and Mega Funding
AI’s Power Surge: Overlooked Opportunities of a Tech-Driven Future
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
Japan’s Post-COVID Normal & Decoding Central Bank Speak
Biden vs Trump: Shaping Your Portfolio for the U.S. Presidential Outcome
Insurance: A Rare Winner from Higher Interest Rates?
Is Healthcare a Safe Haven for ASX Investors?
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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.