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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 insights across different categories to stay ahead in the evolving landscape of investments.
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Often the market will present an opportunity where a high quality company’s true value isn’t reflected in its share price. "In the short run, the market is a voting machine, but in the long run it is a weighing machine". A famous quote from Benjamin Graham. The quote... Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. One such sector is Defence, where... As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. Drawing inspiration from the California Gold Rush, where the true winners were the... One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies... Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management... The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market... While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive...
Will the Market Close the Gap on this Small Cap’s Valuation?
Seizing the Moment: Why Now is the Time to Invest in Japan
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag
A Rare Turnaround in Sports Technology
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
Often the market will present an opportunity where a high quality company’s true value isn’t reflected in its share price. "In the short run, the market is a voting machine, but in the long run it is a weighing machine". A famous quote from Benjamin Graham. The quote... Finding unique opportunities in Japan is a thematic we have been enthusiastic about consistently over the years. Japanese balance sheets have historically been less than optimal, with many companies holding excessive cash reserves instead of returning capital to... While selling at a loss to offset other gains is the obvious benefit, tax loss selling may provide additional opportunities for patient investors. Tax-loss selling is a strategy where investors sell underperforming stocks at a loss to offset capital gains from... While markets and investors are often captivated by sectors promising rapid growth and technological advancements, there are times when strategic investments in more stable sectors can offer "defence" against economic downturns. One such sector is Defence, where... As artificial intelligence (AI) hype continues to grip the investing world, an age old strategy could provide an excellent investment opportunity – the "picks and shovels" play. Drawing inspiration from the California Gold Rush, where the true winners were the... One of the most highly anticipated initial public offerings (IPOs) is set to hit the ASX with fast-growing Mexican quick service restaurant (QSR) chain Guzman Y Gomez set to list on the 20th of June. IPOs on the ASX have had a mixed track record, with some companies... Turnaround stories on the ASX are a rare breed, and within the technology sector, they are among the rarest of all. Investors often shy away from tech companies burdened with high cash burn, lack of profits, frequent capital raises, product deviations, and management... The appeal of global addressable markets and sheer size of growth has drawn many ASX listed companies into di-worse-ification overseas. Australian companies have faced significant challenges in their attempts to expand globally, including underestimating local market... While March results and the subsequent reporting in April/May are quite subdued compared to the chaos of earlier months, we are still subject to a number of high quality companies reporting their earnings. Last week, two of the TAMIM holdings reported impressive...
Will the Market Close the Gap on this Small Cap’s Valuation?
Seizing the Moment: Why Now is the Time to Invest in Japan
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Striking Gold in the AI Rush: The “Picks and Shovels” ASX Strategy
Guzman Y Gomez IPO: Fresh Ingredients, Big Ambitions, and a Lofty Price Tag
A Rare Turnaround in Sports Technology
Lendlease’s Costly Global Ventures Highlight the Perils of Di-worse-ification
Two ASX Small Caps Reporting Strong Performance, Poised for Future Growth and Innovation
Riding the Waves of a Recession: What You Need to Know to Weather the Storm 20/4/2023 There’s been a lot of coverage in both the financial and mainstream media about the possibility of a recession later in 2023 and into 2024. Interest rates have been rising (at the... Dividends: Fat and Fully Franked, or Folly? 13/4/2023 Dividend investing is as Australian as Vegemite, Tim Tams,…or maybe pavlova? The ASX has a higher dividend yield than most other share markets around the world, in large part due to the dividend imputation system... Why It Pays to be a Long Term Investor 27/4/2023 Every year, index fund provider Vanguard makes a chart available that shows the returns of various asset classes over the past 30 years: shares (Australian, international and U.S.), bonds, Australian-listed property,... Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast 6/4/2023 We are thrilled to have Robert Swift, the portfolio manager of the Global High Conviction Fund chat with Australian Shareholders' Association & Rask... The World Doesn’t Often End 23/3/2023 The world we live in today moves at lightning speed. Information is available to us at our fingertips, and news travels faster than ever before. In the realm of finance and investing, this can lead to investors panicking and... Growth Investing: Is now the time to be a contrarian? 23/3/2023 Not everyone is cut out for contrarian investing. Typically, purchasing shares in an index hugging ETF is a simpler option than formulating a distinctive investing strategy that capitalises by going... A fictitious memo on SVB from the Fed - Wishful Thinking 16/3/2023 In light of the forced closure of Silicon Valley Bank (SVB) by the California Department of Financial Protection and Innovation, I thought I would respond to your memo dated March 2021 referenced here.... Lessons from Buffett's 2022 Letter 2/3/2023 Warren Buffett, the CEO of Berkshire Hathaway, is one of the most successful investors of all time. Beyond tremendous investing wins, the “Oracle of Omaha” is also an amazing writer. Every year he writes an annual letter to... A Bear Market Rally, or Blue Skies Ahead? 23/2/2023 The S&P 500 lost almost 20% in 2022 — the worst year since 2008 amid multi-decade high inflation, rising interest rates, and fading economic growth. However, US markets have bounced back in recent months with...
Riding the Waves of a Recession: What You Need to Know to Weather the Storm
Dividends: Fat and Fully Franked, or Folly?
Why It Pays to be a Long Term Investor
Robert Swift, Portfolio Manager Tamim Global High Conviction Fund, on the Australian Investors Podcast
The World Doesn’t Often End
Growth Investing: Is now the time to be a contrarian?
A fictitious memo on SVB from the Fed – Wishful Thinking
Lessons from Buffett’s 2022 Letter
A Bear Market Rally, or Blue Skies Ahead?
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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.