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 – 23rd of November
This week's reading and viewing list covers The science of AI with Yejin Choi, Biden and Xi’s Blunt Talk and Why We Haven’t Seen A Hard Landing…Yet. 📚 Why We Haven’t Seen A Hard Landing…Yet (Michael Kao (YT) 🎙️ Patrick & John Collison, Co-Founders of Stripe (The...
Weekly Reading List – 16th of November
This week's reading and viewing list covers The Power Of Simplicity with Anthony Kingsley, Luxury Retailers and LVMH and Liberty Media's John Malone on interest rates, media outlook and the streaming landscape. 📚 Liberty Media's John Malone on interest rates, media...
Weekly Reading List – 9th of November
This week's reading and viewing list covers Outlook for Economies and Markets with Co-CIO Greg Jensen, Lessons from a Young Investor Turned Operator by Jan Mohr and What’s Driving Down Oil Prices? 📚 Co-CIO Greg Jensen on the Outlook for Economies and...
Weekly Reading List – 2nd of November
This week's reading and viewing list covers Linking The Drivers of Total Returns to Fundamentals with Michael J. Mauboussin & Dan Callahan, First and Only Podcast of Charlie Munger; and Parallel Bets, Microsoft, and AI Strategies. 📚 Total Shareholder Return:...
Weekly Reading List – 26th of October
This week's reading and viewing list covers Lessons in Venturing Differently with Ho Nam, Navigating the Magnificent Seven's Fundamentals and China Chips and Moore’s Law. 📚 China Chips and Moore’s Law (Ben Thompson, Stratechery) 📚 Narrative Drives Price (Sean Iddings,...
Weekly Reading List – 19th of October
This week's reading and viewing list covers Connectivity, Global Fragility and the Added Danger of AI with Nassim Nicholas Taleb, Investing Strategy: “Don’t Forget What You’re Trying to Do” and A Few Laws of Getting Rich with Morgan Housel. 📚 Investing Strategy:...
Weekly Reading List – 12th of October
This week's reading and viewing list, TED studio takes on the Israel-Hamas war and what it means for the world, The Thin Line Between Bold and Reckless and Market Bipolarity: Exuberance versus Exhaustion. 📺 Oaktree's Howard Mark on Bloomberg Wealth (David Rubenstein...
Weekly Reading List – 5th of October
This week's reading and viewing list covers The Curse of Short-Termism, a watch list on the Great Wealth Transfer and Rising Internal Conflict by Ray Dalio and Bill Gates on Climate. 📚 15 Questions to Ask Management Teams (Todd Wenning) 📚 AI, Hardware, and Virtual...
Weekly Reading List – 28th of September
This week's reading and viewing list covers China's Economic Risks, AI and Telsa with Jim Chanos, Benjamin Graham on Bear Markets and Small Caps at Multi-Decade Valuation Low vs. Large Caps: Opportunity or Trap? 📚 Top Takeaways from Oaktree's Quarterly...
Weekly Reading List – 21st of September
This week's reading and viewing list covers learnings from Valuation Masterclass with Asmath Damodaran, Our Current Economic Climate with Guy Spier and What OpenAI Really Wants. 📚 GMO's Jeremy Grantham on Bloomberg Wealth with David Rubenstein (Bloomberg) 🎙️ Guy Spier...
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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.