This week we look at the telco sector and how it is benefiting from a surge in demand due to the shift to working and staying at home. We believe the demand for faster connectivity will continue for the foreseeable future regardless of how the Covid-19 situation...
Ron Shamgar
August 2019 Reporting Season Highlights – Part 2
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors This week we once again highlight some of our...
August 2019 Reporting Season Highlights – Part 1
Ron Shamgar takes a look at a selection of stocks - some good, some bad - following reporting season. Highlighting the important numbers and what to look for going forward, this is a must read for keen Aussie investors. This week we highlight some of our...
5 Key Characteristics of a Great Investment | Ron Shamgar
This week we take a look at what makes a business an attractive investment opportunity and examine what we look for in our search for the next opportunity. Here are some key points to look out for: 1 - The ultimate revenue model There is nothing like waking up in the...
Konekt (KKT.ASX) – A stand out Small Cap
This week the Small Cap team present a brief investment thesis for Konekt (KKT.ASX), one of their favourite holdings. Summary: In our search for under-valued high quality ASX listed smaller companies we occasionally come across an opportunity which truly stands out...
Can the ASX keep climbing?
There has been much commentary surrounding the ASX breaking through the 6,000 barrier. This week Guy Carson weighs in and looks at whether the run can continue or not. A lot has been made over the last month about the ASX 200 breaking through the 6,000 barrier. In...
Small Cap October 2017 AGM Season Update
This week the TAMIM Australian Equity Small Cap team review some of the more interesting take aways from the November AGM season as it relates to their portfolio. Konekt Limited (KKT.ASX) Market cap: $52m AGM date: 16 November 2017 Workplace services provider Konekt...
The TAMIM Small Cap Portfolio Embedded Value Opportunity
This week the TAMIM Small Cap team take a look at the embedded value within their portfolio. Summary: As the portfolio underlying the TAMIM Australian Equity Small Cap IMA approaches its 3 year anniversary we believe the embedded value opportunity within the portfolio...
Telcos: Thinking outside of the box
This week, as a follow up to a recent telco article, Guy Carson takes a look at Inabox. Recently we wrote an article looking at the Telecommunications industry in Australia. Our main premise was the introduction of TPG Telecom into the mobile space would cause...
Portfolio profile: Elanor Investors Group (ASX: ENN)
This week the Small Cap team provide a profile on one of their portfolio holdings, Elanor Investors Group (ENN.ASX). Property and hotel/tourism fund manager and investment company, Elanor Investors Group (ASX:ENN), is a core long term holding of the fund that we...
Gilead – When is a tech stock not a tech stock?
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this...
Australia: The land of the rolling Boom
Guy Carson takes a look at the series of booms that have been propping up the Australian economy over the last decade and where we might be headed from here. Australia has just celebrated 26 years without a recession and the Government as well as the Reserve Bank of...