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...
Small to Mid Caps have never been cheaper. Ron Shamgar, Head of Australian Equities at TAMIM Asset Management Disc: All investing entails risk - please read disclaimer on our website for more details - www.tamim.com.au.
Ron Shamgar, Head of Australian Equities at TAMIM Asset Management, answers the most popular investment question, when is the right time to invest in the stock market. Disc: All investing entails risk - please read disclaimer on our website for more details -...
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...
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...
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...
