TAMIM Asset Management

The re-election of Donald Trump is set to shape markets with policies favoring business growth. Our latest article highlights three companies primed for success in this new political era. Read more: [https://lnkd.in/gc_u_ZrF Disc: NYSE.TSM, NYSE.SLB and NYSE.HCA are held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #Trump #Investing #GlobalMarkets #Stocks #Investing #Stockstowatch #stockinsights #TSM #HCA #SLB

Racing and Sports (ASX: RTH) has delivered impressive FY24 results, highlighting its potential in the global wagering industry. Discover why this small-cap stock could be a high-growth opportunity. Read more: https://lnkd.in/gjU8kueT Disclaimer: ASX: RTH, ASX: BBT and ASX: PBH are held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #ASX #ASXSmallCaps #smallcaps #Investing #stockstowatch #stockwatchlist #stockinsights

TAMIM’s weekly newsletter delivers insights on ASX opportunities, SMSF governance, and emerging small-cap stocks. Sign up now for timely market analysis delivered to your inbox: https://lnkd.in/gwmw8bDT #ASX #ASXSmallCaps #smallcaps #Investing #stockstowatch #stockwatchlist #stockinsights

Australia’s Big Four banks have long been a staple for portfolios, but rising costs and valuation concerns raise questions about their future. Our latest article examines their resilience and investment potential. Read more: https://lnkd.in/gRghPYAA Disc: ASX: CBA, ASX: NAB and ASX: ANZ are held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #ASX #Banks #Investing #Stockstowatch #stockinsights #CBA #ANZ #NAB #WBC

Australian Equities with Ron Shamgar - Webinar held this Wednesday - Register Now Register now for key insights! https://lnkd.in/g_GMzSQp Investing in Australian Equities? Join Ron Shamgar for a deep dive into Australia’s market trends and top ASX picks. Explore his strategies for identifying undervalued stocks, upcoming takeover opportunities, and sectors primed for growth in the Australian equities market. 📅 Date: Wednesday, 27 November 🕒 Time: 2pm (AEST) ✨ Highlights include: - Exclusive insights into top ASX stocks - TAMIM’s investment approach in the Australian market - Potential takeover candidates in the ASX - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #Stockstowatch #Stockwatchlist #stockinsights #ASX #ASXSmallCaps #smallcaps

Last chance to register for Investment Webinar held tomorrow on Global Tech and Innovation Register now for key insights! https://lnkd.in/geapZ9Py Discover how giants like Nvidia and Tesla, alongside trends like the nuclear revival and a potential US Sovereign Wealth Fund, are shaping tomorrow’s markets! Join Ryan Mahon on for an in-depth look at the forces driving Technology, Energy, and Money. 📅 Date: Tuesday, 26 November 🕒 Time: 10am (AEST) ✨ Highlights include: - TAMIM's investment philosophy for tech and innovation - Key themes across the Pillars of Power - Technology, Energy, and Money - Emerging companies and sectors to watch - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #tesla #TSLA #NIVIDIA #NVDA #AIstocks #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #globalstocks #globalshares #NASDAQ #Stockstowatch #Stockwatchlist #stockinsights

Investment Webinar - Credit Fund Register now for key insights! https://lnkd.in/gnrRNg_Q Join Darren Katz, TAMIM’s Managing Director and Credit Portfolio Manager, for an in-depth discussion on the benefits of private debt funds and how they can help diversify your portfolio. 📅 Date: Tuesday, 10 December 🕒 Time: 2pm (AEST) ✨ Highlights include: - Understanding private debt and its role in portfolio diversification - TAMIM’s credit investment philosophy - Alternative income streams through private debt investments - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #globalstocks #globalshares #NASDAQ #Stockstowatch #Stockwatchlist #stockinsights

SMSF governance is critical for fund success. Our latest article explores a recent case study that highlights the importance of compliance and planning. Learn more here: https://lnkd.in/gvgYfJrP #SMSF #Investing #SMSFTrustee

Tech Investing Webinar: Spotting the Next Big Stock in Innovation Register now for key insights! https://lnkd.in/geapZ9Py Discover how giants like Nvidia and Tesla, alongside trends like the nuclear revival and a potential US Sovereign Wealth Fund, are shaping tomorrow’s markets! Join Ryan Mahon on for an in-depth look at the forces driving Technology, Energy, and Money. 📅 Date: Tuesday, 26 November 🕒 Time: 10am (AEST) Highlights include: - TAMIM's investment philosophy for tech and innovation - Key themes across the Pillars of Power - Technology, Energy, and Money - Emerging companies and sectors to watch - Live Q&A session Can’t join live? No problem! Register, and we’ll send you the recording to watch at your convenience. For wholesale sophisticated investors only. #tesla #TSLA #NIVIDIA #NVDA #AIstocks #TAMIMWebinar #InvestmentInsights #MarketTrends #FinancialPlanning #FundsManagement #SMSF #Superannuation #SelfManagedFunds #investmentportfolio #Investing #SmallCaps #TechStocks #AussieStocks #globalstocks #globalshares #NASDAQ #Stockstowatch #Stockwatchlist #stockinsights

TAMIM’s weekly newsletter delivers expert insights on emerging global and domestic opportunities. This week, we focus on China’s stimulus-driven market shifts and standout ASX small-caps in gambling. Sign up now: https://lnkd.in/gwmw8bDT #Newsletter #Investing #ASX #StockInsights #marketinsights #smallcaps #stockstowatch #stockwatchlist