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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results.... This week we again look to the headlines and look at an issue that has been front and centre for the markets, that of the Ukraine situation (perhaps a reprieve from the endless monetary policy commentary). Firstly, we begin with a rather macabre fact about the... 2022 hasn’t started like most people were hoping with January being the worst start to a year on record, the S&P500 being down -11%, at one point. The ten largest stocks on the index were down -20% at one point and the average Nasdaq stock was down -50%. In... 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...
Reporting Season: SWM.ASX & MNY.ASX
Ukraine: Oversimplifying a Complex Situation & What It Means For Markets
3 Picks for an Inflationary Environment
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
Over the next few weeks we will be providing commentary on half yearly results for some of our key holdings. During February companies report their half yearly results for the period ending December 31st while also providing an outlook for the full year results.... This week we again look to the headlines and look at an issue that has been front and centre for the markets, that of the Ukraine situation (perhaps a reprieve from the endless monetary policy commentary). Firstly, we begin with a rather macabre fact about the... 2022 hasn’t started like most people were hoping with January being the worst start to a year on record, the S&P500 being down -11%, at one point. The ten largest stocks on the index were down -20% at one point and the average Nasdaq stock was down -50%. In... 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...
Reporting Season: SWM.ASX & MNY.ASX
Ukraine: Oversimplifying a Complex Situation & What It Means For Markets
3 Picks for an Inflationary Environment
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
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Stay Informed with TAMIM Market and Stock Insights
Managing investments requires more than data; it requires a personal touch. Read about us to understand our investor-first approach. If you’d like deeper insights into the stock market in Australia, contact the TAMIM team today to begin securing your financial legacy alongside experts you can trust.
FAQs
What kind of stock and market insights does the TAMIM Asset Management website offer?
TAMIM offers various resources, including Stock Stories, Market Insights and economic analysis. We provide specialised coverage of the ASX Reporting Season alongside a curated Weekly Reading List. This ensures access to the deep stock market insights in Australia required to build a robust investment portfolio.
How often are new articles or insights published on the Stock & Market Insights page?
We publish our Weekly Reading List every week to summarise global and local events. Additional market commentary on Australian equities is released as conditions shift or when our analysts identify significant opportunities within specific sectors.
Who is the intended audience for the TAMIM Stock & Market Insights content?
Our content is tailored for sophisticated investors, family offices and SMSF trustees. This research is intended for wholesale clients under the Corporations Act.
What topics are covered by TAMIM’s Stock & Market Insights?
We cover macroeconomic trends, sector-specific analysis and behavioural finance. Our experts examine everything from interest rates to fintech innovations. This comprehensive approach to market insights for investment in Australia helps you understand the drivers behind market fluctuations.
How can I subscribe to receive updates from TAMIM’s Stock & Market Insights?
Subscribe to our Australian equities insights newsletter via the sign-up section. You will receive weekly reports and featured stock stories, ensuring professional perspectives are delivered directly to your inbox every week.
Are the insights on TAMIM’s site general information or personalised financial advice?
All content is general information and not personalised financial advice. It is prepared without considering your personal objectives, financial situation or needs. We strongly recommend that you consult with a qualified financial adviser before making any investment decisions based on the information provided.
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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.