Weekly Reading List
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Stay Informed with TAMIM Weekly Reading List
We are always diligently researching, reading and scouring the internet for information and ideas that will shape our investing future. Every week we compile our list of favourite reads (listens and views) for your convenience and hopefully education – enjoy the reads and views!
Weekly Reading List – 2nd of May
This week's reading and viewing list covers Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals, How To Beat The Market w/ Bryan Lawrence and Risk Seeking vs. Mitigating. 📚 Valuation Multiples: What They Miss, Why They Differ, and the...
Weekly Reading List – 28th of March
This week's reading and viewing list covers Amazon’s New Focus: Fending Off Rivals Temu and Shein, Inflation Expectations and The AI Bubble Thesis with Doug Clinton. 📚 Amazon’s New Focus: Fending Off Rivals Temu and Shein (Wall Street Journal) 📚 How to Start...
Weekly Reading List – 23rd of May
This week's reading and viewing list covers How the ‘Harvard of Trading’ Ruined Thousands of Young People’s Lives, Interview with Lee Hsien Loong: Two decades as Prime Minister of Singapore and How Steve Jobs Kept Things Simple. 📚 Warren Buffett’s Berkshire Reveals...
Weekly Reading List – 16th of May
This week's reading and viewing list covers Value investing in an uncertain world: Fireside chat with Bill Ackman and Ryan Israel, The Impact of Debt and Book review: The Man Who Solved The Market. 📺 Value investing in an uncertain world: Fireside chat with Bill...
Weekly Reading List – 9th of May
This week's reading and viewing list Big Tech Capex and Earnings Quality, How Walt Disney Built His Greatest Creation: Disneyland and Berkshire Hathaway’s 2024 Q&A Session. 📚 Big Tech Capex and Earnings Quality (John Huber) 📚 Broken Record: An open letter to...
Weekly Reading List – 24th of April
This week's reading and viewing list covers How Not to Invest in the Bond Market, Secrets of Family Empires and Generative A.I. Arrives in the Gene Editing World of CRISPR. 📚 The Little Things that Result in the Big Things (Ian Cassel, Microcap Club) 📚 How Not to...
Weekly Reading List – 18th of April
This week's reading and viewing list covers Most Investors Are Unprepared For This New Environment, An Update on Ray Dalio's Views of The Five Big Forces Shaping 2024 and Interview with XPEL CEO Ryan Pape. 🎙️How Electric Utilities Will Handle Booming AI Datacenter...
Weekly Reading List – 11th of April
This week's reading and viewing list covers Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More, Market Share & Profitability and Disney wins boardroom showdown with activist investor. 📚 Disney wins boardroom showdown with...
Weekly Reading List – 4th of April
This week's reading and viewing list covers BYD’s Rise Challenges Tesla—and Its Valuation, How Small Investments Make a Big Impact Over Time and The Mega Corporations That Control What Americans Eat. 📚 BYD’s Rise Challenges Tesla—and Its Valuation (Wall Street...
Weekly Reading List – 28th of March
This week's reading and viewing list covers Amazon’s New Focus: Fending Off Rivals Temu and Shein, Inflation Expectations and The AI Bubble Thesis with Doug Clinton. 📚 Amazon’s New Focus: Fending Off Rivals Temu and Shein (Wall Street Journal) 📚 How to Start Google...
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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.