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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 market and investment insights in Australia across different categories to stay ahead in the evolving landscape of investments.
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Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial... This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions... This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what... As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key... This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on! Again, a disclaimer before reading further, this is the just first part of my notes on... In a previous article, we gave a rationalisation for why, despite seemingly irrational valuations, we remain overweight equities here at TAMIM. This week we continue to explore this but with a caveat, that is the potential for inflation and the reasons why it might... In general, the market and investors like companies that make acquisitions. Acquisitions that add scale and capabilities and are done at attractive valuations can be very accretive to a company. There are some companies that are definitely more acquisitive than... Robert Swift takes a look at the shift in language coming from central bankers and finance ministers and, more importantly, the implications for equities and bonds. Confirmation bias is a common problem for portfolio managers. You have a thesis and then look only for... This week we would like to revisit the topic of asset prices. More specifically, in reference to the latest RBA meetings and the IMF World Economic Outlook. A topic that is particularly important to us in perhaps elucidating whether we are in the beginning of...
Talking Top Twenty | Part 3: BHP & Fortescue
A micro cap we don’t own… but we can see the potential
Redbubble (RBL.ASX): How we bought and why we sold
Talking Top Twenty | Part 2: The Banks – NAB & ANZ
Talking Top Twenty | Part 1: The Banks – CBA & WBC
Playing the Inflation Game: Where Have We Allocated
Not All Acquisitions Are Created Equal
When 1 + 1 Makes 3?
O Bubble, Bubble, Wherefore Art Thou Bubble?
Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX). Context: At TAMIM we remain of the view that, given the global impetus for an expansion of fiscal stimulus combined with substantial... This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions... This week we take a look at one of our top performing investments from the last year, a stock we wrote about on multiple occasions. This week we would like to explain our investment journey; why we backed the company then, our entry and exit prices and ultimately what... As promised, this week we continue to look through some of the key highlights, and my notes, on the top end of the market. The securities this week are NAB and ANZ. National Australia Bank (NAB.ASX NAB has started off in stellar fashion this year with the key... This week we return to our Top Twenty series. Six months since our last review, we look to provide an update on the companies. This week, Commonwealth Bank and Westpac. Read on! Again, a disclaimer before reading further, this is the just first part of my notes on... In a previous article, we gave a rationalisation for why, despite seemingly irrational valuations, we remain overweight equities here at TAMIM. This week we continue to explore this but with a caveat, that is the potential for inflation and the reasons why it might... In general, the market and investors like companies that make acquisitions. Acquisitions that add scale and capabilities and are done at attractive valuations can be very accretive to a company. There are some companies that are definitely more acquisitive than... Robert Swift takes a look at the shift in language coming from central bankers and finance ministers and, more importantly, the implications for equities and bonds. Confirmation bias is a common problem for portfolio managers. You have a thesis and then look only for... This week we would like to revisit the topic of asset prices. More specifically, in reference to the latest RBA meetings and the IMF World Economic Outlook. A topic that is particularly important to us in perhaps elucidating whether we are in the beginning of...
Talking Top Twenty | Part 3: BHP & Fortescue
A micro cap we don’t own… but we can see the potential
Redbubble (RBL.ASX): How we bought and why we sold
Talking Top Twenty | Part 2: The Banks – NAB & ANZ
Talking Top Twenty | Part 1: The Banks – CBA & WBC
Playing the Inflation Game: Where Have We Allocated
Not All Acquisitions Are Created Equal
When 1 + 1 Makes 3?
O Bubble, Bubble, Wherefore Art Thou Bubble?
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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.
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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.