In January 2000, Howard Marks released Bubble.com, a memo that not only resonated deeply with investors but also marked a pivotal moment in understanding market cycles. It warned of the irrational exuberance driving the tech bubble at the time a prediction that was...
The latest earnings reports from Alphabet, Meta, and Tesla reveal significant advancements, particularly in AI integration, revenue growth, and operational efficiency. Ryan Mahon, Portfolio Manager for TAMIM's Global Tech and Innovation Fund, shares insights into each...
In this video, Ryan Mahon, TAMIM's Global Tech and Innovation Portfolio Manager, breaks down Alphabet’s impressive Q3 earnings and the cutting-edge tech innovations driving its growth. From revenue surges to AI advancements like Gemini and Waymo’s autonomous...
New technologies like AI and generative AI are at an inflection point, infiltrating our daily lives from work to play. Tools like ChatGPT have become household names, with each iteration bringing astonishing improvements. However, flying more under the radar is the...
Technology advancements, particularly in artificial intelligence (AI), have been pivotal in driving market dynamics recently, with notable companies like Nvidia (NASDAQ: NVDA), Meta (NASDAQ: META), and Alphabet (NASDAQ: GOOG) experiencing significant stock price...
Few entities wield as much influence as tech behemoths Microsoft (NASDAQ: MSFT) and Alphabet (NASDAQ: GOOG). These tech titans' quarterly performances serve as litmus tests for market sentiment and economic health. As stalwarts in their respective domains, Microsoft's...
On the Road to Tomorrow: Charting the Course of Self-Driving Cars 14/12/2023 The advent of transformative technologies often begins inconspicuously, much like the early days of motorised carts and airplanes. Initially, the investigation of horseless carriages in 1886,...
Moment of Truth for the Magnificent Seven 2/11/2023 The U.S.-listed technology giants have been long-time investor favourites, and with good reason–they have dominant businesses with large addressable markets and incredible financial metrics. They have also...
Technology Eats the World: Global Mobility Accelerates 10/8/2023 Despite facing a raft of challenges including higher interest rates, inflationary pressures and a cooling global economy, the share prices of technology companies have shot higher this year....
Crucial to successful investing is recognising the difference between price and value. In the 2008 Berkshire Hathaway letter to shareholders, legendary investor Warren Buffett wrote, “Long ago, Ben Graham taught me that price is what you pay; value is what you get.”...
GhatGPT has set the online world alight and sparked debate over the future of almost everything. We look at a monumental battle between two behemoths of the tech industry... The launch of ChatGPT has set the online world alight, amassing more than a million...
One of the biggest advantages of investing part of your portfolio in the global equity markets is the ability to gain exposure to industries and specialty companies that are not as prominent in Australia. This includes the likes of luxury brands in Europe (e.g., LVMH,...
