ASX: ST1

Australian Equity Portfolio Update | 7 Stocks

Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.  This is an excerpt from the latest updates for the Australian equity strategies in the TAMIM Fund, you can access the full reports here: TAMIM Fund: Australia...

Not All Acquisitions Are Created Equal

In general, the market and investors like companies that make acquisitions. Acquisitions that add scale and capabilities and are done at attractive valuations can be very accretive to a company. There are some companies that are definitely more acquisitive than...

9 Stocks to Watch | Australian Equity Portfolio Update

Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.  ​EML Payments (EML.ASX) provided a trading update for Q1 with revenues of $40m and EBITDA of $10m. EML’s transaction volumes have recovered strongly since the...

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