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Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX. If you strip investing down to its bare, unfriendly bones, you end up with a simple reality: over long periods, your returns converge toward the quality of the people running your money and the businesses you own. Balance sheets matter, valuations matter, industry... The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less visible network of... Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how... Written by Ron Shamgar The Inflection Point In the small-cap universe, few transformations are as profound as when a domestic success story becomes a true global operator. For Pureprofile (ASX: PPL), that turning point has arrived. In the September quarter, the... Most investors like to think they’re making decisions based on hard numbers. They pore over charts, debate valuations, and argue about whether the economy is heading for a soft or hard landing. But the truth is, the most important determinant of long-term investment... Written by Sid Ruttala Few companies are more deeply embedded in the Australian economy than Woolworths. It sits at the heart of everyday spending, riding the same tailwinds and headwinds that shape the national mood. When households tighten their belts, Woolworths... After nearly two years of debate, the government has unveiled a revised version of the superannuation tax reform, softening some of its most controversial elements. The good news for trustees: unrealised gains will no longer be taxed. The bad news: the measure still... Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next...
Three Quiet Achievers: Why EDU, CCR and AHC Deserve a Place on Every Small Cap Watchlist
Finding the Leaders Who Compound For You
Wired for Water: The Hidden Champions Powering the Next Industrial Revolution
Racing Lines and Investment Lessons: What the Melbourne Cup Teaches Us About Long-Term Winners
From Local Hero to Global Operator: Pureprofile’s Coming-of-Age Moment
Risk Is a Choice: Why Your Willingness to Take Risk Matters More Than You Think
Back to Basics: How Woolworths Is Rebuilding Momentum in a Tough Retail Environment
Super Tax 2.0: What the New Changes Mean for SMSF Trustees
The Reawakening of Small and Mid Caps
Edu Holdings, Credit Clear, and Austco Healthcare are three disciplined operators gaining momentum across education, collections technology, and healthcare systems. With improving earnings quality, attractive valuations, and multi-year structural tailwinds, these companies represent some of the most compelling quiet achievers on the ASX. If you strip investing down to its bare, unfriendly bones, you end up with a simple reality: over long periods, your returns converge toward the quality of the people running your money and the businesses you own. Balance sheets matter, valuations matter, industry... The Physical Foundations of a Digital Future Every new industrial revolution begins with a dream, but it survives only through its infrastructure. Beneath the glossy surface of AI models, electric vehicles, and connected cities lies a far less visible network of... Every first Tuesday in November, Australia stops. Offices pause, phones go silent, and productivity mysteriously dips around 3pm. The Melbourne Cup isn’t just a horse race, it’s a cultural ritual, a national pause button, and occasionally, a mirror reflecting how... Written by Ron Shamgar The Inflection Point In the small-cap universe, few transformations are as profound as when a domestic success story becomes a true global operator. For Pureprofile (ASX: PPL), that turning point has arrived. In the September quarter, the... Most investors like to think they’re making decisions based on hard numbers. They pore over charts, debate valuations, and argue about whether the economy is heading for a soft or hard landing. But the truth is, the most important determinant of long-term investment... Written by Sid Ruttala Few companies are more deeply embedded in the Australian economy than Woolworths. It sits at the heart of everyday spending, riding the same tailwinds and headwinds that shape the national mood. When households tighten their belts, Woolworths... After nearly two years of debate, the government has unveiled a revised version of the superannuation tax reform, softening some of its most controversial elements. The good news for trustees: unrealised gains will no longer be taxed. The bad news: the measure still... Written by Ron Shamgar After two years of relative underperformance, Australian small and mid caps are finally showing signs of life. With inflation easing, rate cuts now on the horizon, and investor sentiment gradually shifting back toward growth, we believe the next...
Three Quiet Achievers: Why EDU, CCR and AHC Deserve a Place on Every Small Cap Watchlist
Finding the Leaders Who Compound For You
Wired for Water: The Hidden Champions Powering the Next Industrial Revolution
Racing Lines and Investment Lessons: What the Melbourne Cup Teaches Us About Long-Term Winners
From Local Hero to Global Operator: Pureprofile’s Coming-of-Age Moment
Risk Is a Choice: Why Your Willingness to Take Risk Matters More Than You Think
Back to Basics: How Woolworths Is Rebuilding Momentum in a Tough Retail Environment
Super Tax 2.0: What the New Changes Mean for SMSF Trustees
The Reawakening of Small and Mid Caps
Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true... Imagine you’re offered two investments: one is a company with strong financials and a clear market advantage, but a mediocre leadership team; the other is a company with average metrics but led by visionary operators who’ve repeatedly shown they can turn lemons into... As the global energy puzzle grows more complex, investors are confronting a critical inflection point: the economic cost of the energy transition is rising, public patience is thinning, and traditional industrial titans are bearing the brunt of an increasingly... At TAMIM, we believe investing is as much about managing risk as it is about pursuing returns. In fact, one of the most critical frameworks in our investment process is a concept introduced nearly a century ago by Benjamin Graham and deeply embedded in the work of... Why Andreessen’s Words Deserve Our Attention When Marc Andreessen speaks, the tech world listens. But so too should investors, especially those who want to get ahead of the curve. Andreessen, the co-founder of Netscape, is not just one of the architects of the modern... A Treasurer with a Mandate, and a Message When the Australian Treasurer takes to the National Press Club with a prepared script and a confident tone, investors would be wise to listen. Especially when that Treasurer is Jim Chalmers, a policymaker who, love him or not,... Introduction: Investing at the Intersection of Intelligence and Infrastructure At TAMIM, we spend a lot of time thinking about where the world is headed and how capital should follow. When a CEO like Sundar Pichai speaks, we listen. Not for the headlines, but for the... Investing in the Backbone of the New Economy As the world rushes headlong into the age of artificial intelligence, electrification, and digital dependency, much of the investor focus remains fixed on the front-end winners: AI models, chip designers, and... If you’re still thinking of AI as a nifty assistant or a threat to white-collar jobs, Jensen Huang wants to change your perspective, dramatically. In a captivating conversation at the Milken Institute, the Nvidia founder and CEO laid out an audacious but clear-eyed...
Winning Slowly: The Real Edge in Long-Term Value Investing
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
Margin of Safety: The Enduring Discipline of Capital Preservation
Betting on the Future: Why Marc Andreessen’s Vision Matters for Investors
Investing in the Age of Strategic Capitalism: What Chalmers’ Vision Means for Your Portfolio
AI, Infrastructure, and the Next Investment Frontier: Insights from Sundar Pichai’s Vision
Brains, Brawn and Bandwidth: Three Unseen Giants Behind the Global Rebuild
The Intelligence Infrastructure Revolution: Inside Jensen Huang’s Vision for AI and Nvidia
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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
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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.