How do U.S. economic trends shape Australian market success? Ron Shamgar explains why understanding U.S. dynamics like rate cuts, controlled inflation, and recession avoidance is crucial for capitalising on opportunities in small and mid-cap stocks. Disclaimer: All...
We attended the AIM AGM and Demo day last month and came away encouraged by the company’s prospects. The meeting provided a comprehensive update on AIM's strategic transformation into a global technology leader focused on AI-powered language services. At the core of...
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...
Recently we attended EML strategy day and met with management. EML outlined a clear and focused 2.0 strategy centered around three key pillars: nurturing and growing their existing core business, accelerating into new verticals, and expanding into new geographic...
In Part 2 of our series on trends within the Australian and global gambling industry, we explore two standout small-cap ASX stocks - BlueBet Holdings Limited and PointsBet - that have demonstrated significant potential in a consolidating market. Their impressive...
The Reserve Bank of Australia (RBA) has recently proposed a ban on surcharging for debit card transactions, a move that could reshape the landscape for Australia’s payments sector. This proposal, currently under a review phase expected to last six to nine months, aims...
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...
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 -...
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