When investors think about an oil shock, the instinct is usually to look at the chart, watch Brent or WTI jump, and assume the story begins and ends there. Oil up, markets nervous, airlines down, energy stocks up, end of analysis. But that is rarely how the real world...
By Ron Shamgar One of the enduring truths in small and mid cap investing is that the market does not always reward a good result. Sometimes it does the opposite. A company can deliver strong revenue growth, solid cash conversion, reaffirm guidance, expand into...
There is a persistent habit in markets of extrapolating yesterday’s winners indefinitely into tomorrow. For the better part of two decades, the United States has dominated capital formation, technology listings, consumer brands and financial innovation. It became...
Written by Robert Swift As the world rapidly shifts into a new era defined by artificial intelligence, energy transition, and digital interconnectedness, a less visible but absolutely essential movement is reshaping global economies: the infrastructure renaissance. No...
Every investor wants to win. But few are willing to win slowly. In a market addicted to speed, speed of information, speed of execution, speed of returns, the very idea of letting time do the heavy lifting feels quaint, even risky. Yet this is precisely where true...
At TAMIM, we believe investing is as much about managing risk as it is about pursuing returns. In fact, one of the most critical frameworks in our investment process is a concept introduced nearly a century ago by Benjamin Graham and deeply embedded in the work of...
When Pizza Meets Pivot Domino’s Pizza Enterprises (ASX: DMP) has long been a household name in Australia and beyond. From its humble beginnings to becoming a dominant player across the Asia-Pacific and European markets, Domino’s built its brand on one simple idea:...
When Copper Becomes a Battlefield It has long been said that copper is the metal with a PhD in economics. As a bellwether for industrial growth and technological advancement, copper demand tends to precede major shifts in global economic trends. In this context, the...
In the world of superannuation, the battle lines have long been drawn between Self-Managed Super Funds (SMSFs) and Industry Super Funds. One side touts scale, simplicity, and passive investing prowess. The other champions control, flexibility, and tailored strategies....
In a market environment where capital is scarce and investors are hunting for profitable, cash-generative growth stories, EROAD Limited (ASX/NZX: ERD) has emerged from the shadows. The company's FY25 results mark a turning point, not just for its financials, but for...
A Treasurer with a Mandate, and a Message When the Australian Treasurer takes to the National Press Club with a prepared script and a confident tone, investors would be wise to listen. Especially when that Treasurer is Jim Chalmers, a policymaker who, love him or not,...
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...
