Why Andreessen’s Words Deserve Our Attention When Marc Andreessen speaks, the tech world listens. But so too should investors, especially those who want to get ahead of the curve. Andreessen, the co-founder of Netscape, is not just one of the architects of the modern...
Introduction: Investing at the Intersection of Intelligence and Infrastructure At TAMIM, we spend a lot of time thinking about where the world is headed and how capital should follow. When a CEO like Sundar Pichai speaks, we listen. Not for the headlines, but for the...
Introduction: The Case for Real Assets in a Repricing World In the current investment environment, where rates remain elevated, growth forecasts are patchy, and risk sentiment oscillates week-to-week, there’s a growing argument for looking past the noise. At Tamim,...
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...
