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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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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... Written by Ron Shamgar Iress Ltd has emerged as a formidable technology provider in the wealth management and trading sectors, strategically positioning itself for significant growth through disciplined transformation and innovative AI-driven initiatives. Company... Australia's Energy Tug-of-War Australia is at a critical crossroads in its energy journey. On one side lies the global imperative to decarbonise, driven by climate goals and investor pressure. On the other, the need to ensure energy reliability and affordability for... 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... We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... 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... There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is... In the rapidly evolving world of medical cannabis, one Australian company is quietly positioning itself as a potential industry leader. Bioxyne (BXN.ASX), a relatively young public company, is rewriting the playbook for medical cannabis manufacturing through a... 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...
Winning Slowly: The Real Edge in Long-Term Value Investing
Iress Ltd: A Technology Powerhouse Transforming Wealth and Trading Landscapes
Gridlocked Growth: Why Australia’s Energy Transition Needs Infrastructure Urgency
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
Trust in Rust: Why Industrial Stocks Are Gearing Up for a Renaissance
Growing Like A Weed: A Strategic Play in Pharmaceutical Manufacturing
Margin of Safety: The Enduring Discipline of Capital Preservation
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... Written by Ron Shamgar Iress Ltd has emerged as a formidable technology provider in the wealth management and trading sectors, strategically positioning itself for significant growth through disciplined transformation and innovative AI-driven initiatives. Company... Australia's Energy Tug-of-War Australia is at a critical crossroads in its energy journey. On one side lies the global imperative to decarbonise, driven by climate goals and investor pressure. On the other, the need to ensure energy reliability and affordability for... 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... We’re living through a once-in-a-generation reset. The world is increasingly volatile. Institutions are mistrusted. Alliances are shifting. Supply chains are being redrawn. And in the background, something far more permanent is taking place: the rebuilding of the... 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... There are moments in markets where the noise becomes so loud, it drowns out common sense. Tariffs, geopolitics, inflation, central banks, and a US Congress with a taste for budgetary excess. And yet, despite all the reasons to panic, a certain type of company is... In the rapidly evolving world of medical cannabis, one Australian company is quietly positioning itself as a potential industry leader. Bioxyne (BXN.ASX), a relatively young public company, is rewriting the playbook for medical cannabis manufacturing through a... 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...
Winning Slowly: The Real Edge in Long-Term Value Investing
Iress Ltd: A Technology Powerhouse Transforming Wealth and Trading Landscapes
Gridlocked Growth: Why Australia’s Energy Transition Needs Infrastructure Urgency
The Skill Stack Era: What Sam Altman and Ramtin Naimi Teach Us About Investing in Talent
Rebuilding Trust in Infrastructure: Why the New Global Order Will Be Made of Concrete, Code, and Cables
The Energy Reality Check: Tariffs, Transition Fatigue, and the Repricing of Industrial Giants
Trust in Rust: Why Industrial Stocks Are Gearing Up for a Renaissance
Growing Like A Weed: A Strategic Play in Pharmaceutical Manufacturing
Margin of Safety: The Enduring Discipline of Capital Preservation
The February reporting season presented one of the most dynamic market environments in recent memory. Earnings results triggered sharp movements, with investors swiftly adjusting their positions based on performance. This created significant shifts in valuations, with... Navigating the Market’s Shifting Landscape The world is shifting under our feet. Global markets are being reshaped by technological advancements, economic realignments, and geopolitical shifts that demand a new approach to investing. As investors, it is no longer... The ASX continues to be a hub for fintech innovation, with digital payments playing a crucial role in reshaping financial transactions and business operations. As businesses transition toward cashless transactions, demand for seamless, efficient payment solutions... Warren Buffett’s annual letter to Berkshire Hathaway shareholders is one of the most anticipated events in the investment world. Every year, investors both seasoned professionals and beginners, pour over his words to extract wisdom from one of the greatest investors... In the ever-evolving world of technology, few voices carry as much weight as Marc Andreessen. As one of Silicon Valley’s most influential venture capitalists and co-founder of Andreessen Horowitz, he has been at the forefront of technological innovation for decades.... Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,... Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,... In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was... Robert Swift, Portfolio Manager of TAMIM Asset Management’s Global High Convictions Portfolio, dives into the contentious global discourse on nuclear power. With the stakes higher than ever due to growing energy demands, environmental challenges, and geopolitical...
Capitalising on Market Cycles: Lessons from February’s Volatility
The Global Investment Shake-Up: Where to Find Opportunities in 2025
ASX Fintech Sector: Capitalising on the Digital Payments Shift
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Tech & AI Power Plays: Key Insights from Marc Andreessen
Are you Making the Most of the ASX Reporting Season?
Is the ASX Undervalued? What Investors Should Know
On Bubble Watch: Howard Marks Reflects on 25 Years of Market Lessons
From Ideology to Opportunity: The Investment Case for Nuclear Power
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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
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.