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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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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... Australia’s Big Four Banks Under the Microscope Over the past fortnight, we’ve seen continued market skepticism toward the banking sector. With global recession fears, some dubbing it a potential "Trumpcession", we’ve witnessed a correction in bank share prices.... The February 2025 earnings season has placed Coles (ASX: COL) and Woolworths (ASX: WOW) under the microscope, with both supermarket giants facing an evolving retail landscape. While Coles demonstrated strong execution and market share gains, Woolworths encountered... ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is... 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.... Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank...
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
ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?
Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Tech & AI Power Plays: Key Insights from Marc Andreessen
CBA vs. Westpac: Is the Market Overreacting?
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... Australia’s Big Four Banks Under the Microscope Over the past fortnight, we’ve seen continued market skepticism toward the banking sector. With global recession fears, some dubbing it a potential "Trumpcession", we’ve witnessed a correction in bank share prices.... The February 2025 earnings season has placed Coles (ASX: COL) and Woolworths (ASX: WOW) under the microscope, with both supermarket giants facing an evolving retail landscape. While Coles demonstrated strong execution and market share gains, Woolworths encountered... ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is... 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.... Australia’s Banking Giants Face a Changing Landscape With the Reserve Bank of Australia (RBA) cutting the cash rate by 25 basis points to 4.1%, all eyes are on how the major banks will adapt. Lower rates may provide relief for borrowers, but they also pressure bank...
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
ANZ vs. NAB: Which Bank Offers the Best Opportunity in 2025?
Coles vs. Woolworths: The Risks, Rewards, and Investment Outlook
ClearView (ASX: CVW) 1H FY25 Update: A Turning Point in Valuation & Growth
Two Timeless Investing Lessons from Warren Buffett’s Latest Annual Report
Tech & AI Power Plays: Key Insights from Marc Andreessen
CBA vs. Westpac: Is the Market Overreacting?
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... Sometimes the macroeconomic outlook changes like the weather, and investors find themselves sailing in a crosswind of uncertainty. The Reserve Bank of Australia (RBA) is ensnared in a catch-22 dilemma: whether to raise rates to tame inflation and risk plunging the... In the early days of the internet, scepticism swirled around the notion of a global network connecting computers. People questioned its reliability, its security, and even its purpose. Yet, as history unfolded, the internet proved to be a transformative force beyond... As technology strides forward, the world's energy demands have skyrocketed, with artificial intelligence (AI) at the forefront of this surge. This escalation poses significant challenges and opportunities—an area we have recently begun to delve into. The rise in... In the wake of a significant market sell off following a stimulus induced boom there were plenty of company’s that saw the baby thrown out with the bath water. Over the past year, TAMIM has identified significant opportunities within the merger and acquisition... We first highlighted the importance of semiconductors back in April 2023 when we introduced the concept of megatrends. Back then, we used the example of the automotive industry and the increasing adoption of electric vehicles (EVs), and highlighted how investing in... The surge in enthusiasm for anything related to artificial intelligence (AI) has continued apace in 2024, a theme we have discussed on several occasions, including here and here (to provide readers with useful topical information but less than the overload and... Daniel Kahneman, an Israeli-born American Nobel prize-winning author, passed away on March 27 at age 90. For those yet to become familiar with his work, he was a psychologist at heart but to many he will be remembered as a pioneer in what has become known as...
Tax Loss Selling: Uncovering Hidden Gems for Patient Investors
Should investors play Defence in FY2025?
Navigating the Tug of War Between Interest Rates and Inflation
AI Real Estate and the Importance of Data Centres
Power Play: Investing In Energy For Innovation
Will New Merger & Acquisition Laws Impact the Takeover Market?
CHIPS: Megatrends and Mega Funding
AI’s Power Surge: Overlooked Opportunities of a Tech-Driven Future
Fast Thoughts, Slow Wisdom: The Legacy of Daniel Kahneman
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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.