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...
The market continues to present opportunities for the strategic investor ahead of the upcoming earnings season. Amidst recent volatility, the small-cap space remains a fertile ground for potential, as demonstrated by the latest developments in the TAMIM Australian...
Artificial intelligence (AI) is fundamentally reshaping traditional industries, driving unprecedented change across multiple sectors. From healthcare and finance to manufacturing and media, AI's transformative impact is both disruptive and empowering. Legacy...
Healthcare companies are often seen as defensive investments during volatile times due to the non-discretionary nature of the majority of the industry's spend. Beyond this inherent defensiveness, the sector also offers pockets of growth, particularly for companies...
Based on our recent highlights, takeovers at the smaller end of the ASX tend to avoid lengthy, drawn-out scenarios due to the simplicity of business scale and fewer regulatory hurdles. We’ve seen a number of examples within the TAMIM portfolios including Atturra's...
The COVID-19 era witnessed unprecedented growth in technology stocks, fueled by government stimulus packages and historically low interest rates. This perfect storm of economic conditions created a fertile ground for a risk off attitude with tech companies a...
The recent price decline in this company has pushed its valuation to levels that we feel not only represent an attractive entry point for long-term investors but also potentially position it as an appealing takeover target. Market inefficiencies often create these...
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...
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...
