Every six months, investors, analysts, and market participants turn their attention to the latest earnings reports from ASX-listed companies. Reporting season is a crucial time for anyone looking to assess the financial health of businesses, evaluate market trends,...
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,...
As we close the books on another calendar year, we are pleased to report yet another exceptional year of performance for the TAMIM Australia All Cap portfolio. In CY2024, the portfolio delivered a +28.93% return net of fees, following an impressive +31.25% return in...
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...
How did a promising investment fall short of expectations? Ron Shamgar reflects on TAMIM’s experience with Close the Loop Group (ASX: CLG), a company that initially met all the right criteria but stumbled due to poor execution, free cash flow challenges, and debt...
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...
