Continuing our thematic review of TAMIM’s high-conviction holdings, Part Two explores three businesses operating at the crossroads of technology, infrastructure, and financial services. These companies combine scalable platforms, robust balance sheets, and strategic...
ClearView (ASX: CVW) has long been a business with strong fundamentals, yet its stock has remained undervalued in recent times. Now, with the worst of its claims experience behind it, earnings stabilising, and a bold share buyback program in place, the company is...
Back in November 2024, we asked: Could Superloop be the next major disruptor in Australia’s telco space? With a billion-dollar market cap and 7% of NBN connections, its low-cost, high-growth model was reshaping the broadband market. Strategic partnerships with giants...
Ron Shamgar, Head of Australian Equities and portfolio manager for the TAMIM Australia All Cap portfolio, shares his market insights on the latest developments shaping the investment landscape. The first month of the year has provided investors with a strong start,...
Are market bubble fears overblown? Ron Shamgar breaks down why valuations, excluding the tech giants, align with historical averages. Could this signal the early stages of a bull market and prime opportunities for small and mid-cap investors? Disclaimer: All investing...
Ron Shamgar, TAMIM’s Australian Equities Portfolio Manager, continues his 2025 stock picks series with Gentrack (ASX: GTK) a standout performer in mission-critical software solutions for utilities and airports. With a business model built on recurring SaaS revenue 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...
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...
