We explore three companies across various industries that have demonstrated strong growth potential through their financial performance, market positioning, and strategic initiatives as they exited FY24. This blog highlights three companies—Humm Group, Praemium, and...
As Artificial Intelligence (AI) reshapes industries globally, Australian companies like AI Media (ASX: AIM) are leveraging AI to transform their business models and drive growth. The Australian market is poised to benefit from AI's projected $315 billion contribution...
Artificial Intelligence (AI) is no longer just a futuristic concept; it is reshaping industries across the globe, creating massive opportunities for businesses that can harness its potential. From automating complex processes to driving new innovations in data...
EML Payments Limited (ASX: EML), a global leader in payments solutions, is in the midst of a strategic overhaul. With the release of its FY24 results and a thorough investor briefing, EML is making significant strides toward a brighter future. The company’s focus on...
As the reporting season draws to a close, it's understandable if you're holding your breath as some companies delay releasing potentially lacklustre results.' While not every report can be a winner, we believe the last few weeks had two further standout performers in...
Identifying undervalued assets ripe for acquisition can provide significant opportunities for sophisticated investors. Could one such opportunity be Comms Group (ASX: CCG)? CCG is a small telecommunications company operating primarily in Australia and the Asia Pacific...
Despite a challenging start to earnings season for some businesses, two small caps in the TAMIM portfolio have delivered strong performances. Standout performances from Centrepoint Alliance Limited (ASX: CAF) as well as the continued growth and performance from the...
ASX AI thematic play with this data centre investment company. See why we took a position? Disc: ASX: GDC is held in TAMIM Portfolios as at 25 June 2024. All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
Leading disruptive and high growth telco in consumer and wholesale markets. Possible ASX Takeover Target. Presented by Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: ASX: SLC is held in TAMIM Portfolios as at 25 June 2024. All investing...
Presented by Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: ASX: CVW is held in TAMIM Portfolios as at 25 June 2024. All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
Earnings season is well and truly underway with a number of companies in the TAMIM portfolio reporting last week. Two stand out and high conviction holdings that reported were Bravura Solutions Limited (ASX: BVS) and Viva Leisure (ASX: VVA). Coincidently we recently...
Insurance might not be the most exciting sector, but for certain investors, boring is beautiful. The consistent cash flow, disciplined risk management, and long-term stability that well-run insurance companies provide are exactly what make them attractive in any...
