TAMIM Asset Management

🔥 @RonShamgar's latest takeover picks are here! The new TAMIM Takeover Whitepaper uncovers 3 ASX stocks that could be next in line for acquisition. Will you spot the opportunity before the market does? 📥 Get your copy now: tamim.com.au/australia-all-… Disc: All investing entails…

Marc Andreessen isn't just predicting the future—he’s helping build it. We explore why his views on AI, defence tech & infrastructure matter more than ever. Read now: tamim.com.au/market-insight… #AI #Investing #Infrastructure #MarcAndreessen #LongTermThinking #TechInvesting…

Want to invest in AI without chasing hype? Meet the quiet giants behind the global rebuild—Sterling, Arrow, and Kajima. These companies are shaping the infrastructure of the 21st century. 🔗 Read more: tamim.com.au/stock-insight/… Disclaimer: $STRL, $ARW and TSE: 1812 are held in…

BioXyn $BXN is quietly becoming the Foxconn of medical cannabis. GMP-certified, scalable, profitable. EU contracts. Founder-led. One to watch. 👉 tamim.com.au/stock-insight/… Disc: $BXN is held in TAMIM Portfolios as at date of article publication. Holdings can change substantially…

Trump’s 50% copper tariff is more than trade politics. It’s about rewiring the global copper supply chain—and it could hand Australia a strategic advantage. 🔗 tamim.com.au/stock-insight/… Disc: Companies and stocks mentioned in this article are not held in TAMIM Portfolios as at…

TAMIM believes volatility = opportunity. We’re contrarian by nature and long-term by design. Join our weekly newsletter for second-level thinking: tamim.com.au/stocks-and-mar… #TAMIM #InvestorInsights #MarketIntelligence #ContrarianInvestor #SmartInvesting #ASX

Domino’s $DMP is back in the oven. Following leadership changes and a hard pivot to franchisee profitability, is a turnaround finally on the menu? 🔗tamim.com.au/stock-insight/… Disc: Companies and stocks mentioned in this article are not held in TAMIM Portfolios as at the date of…

Are SMSFs finally winning the superannuation debate? Governance failures in industry funds have reignited the conversation. Here's what investors need to know. Read here: tamim.com.au/stock-insight/… #SMSF #Superannuation #Investing #GovernanceMatters #IndustrySuper #SuperInvesting…

“Capitalism with a public purpose” isn’t a slogan—it’s a roadmap. Here’s what Jim Chalmers’ economic vision means for your portfolio: tamim.com.au/market-insight… #EconomicPolicy #InvestingInAustralia #Property #Credit #ASX #InvestSmart #Markets #Housing #AustraliaEconomy…

EROAD $ERD is quietly becoming one of the most interesting small-cap tech stories in Australia. Strong cash flow. Global traction. Real growth. 👉 Read the Tamim breakdown: tamim.com.au/stock-insight/… Disc: $ERD is held in TAMIM Portfolios as at date of article publication.…

Sundar Pichai says AI is like fire—transformative, but only if it has the infrastructure to scale. We unpack what this means for long-term investors. 🔗 Read here: tamim.com.au/market-insight… #AI #Infrastructure #AIInfrastructure #DigitalTransformation #DataCenters #TechInvesting…

Infrastructure isn’t boring—it’s essential. As energy markets evolve, a handful of global names are building the systems of the future. Here’s where we see long-term value: tamim.com.au/stock-insight/… Disclaimer: EPA: ENGI, BIT: A2A and NYSE: PWR are held in TAMIM Portfolios as at…

The age of intelligence infrastructure is here. Jensen Huang is building more than chips—he’s laying the groundwork for the AI-driven economy. 👉 Read here: tamim.com.au/market-insight… #AI #Innovation #Nvidia #InvestmentStrategy #Nvidia #Tech #Markets #TamimInsights #TAMIM…

Ken Griffin built Citadel into a hedge fund giant. His playbook? Edge, culture, and smart risk-taking. 🧠 Our key takeaways: tamim.com.au/market-insight… #Investing #KenGriffin #InvestingWisdom #InvestmentAdvice #Finance #FinanceTips #TAMIM

Pioneer Credit $PNC on the ASX might be the turnaround story of 2025. Strong cash flows, cheap valuation, and optionality via litigation. We break it down👇 Read more: tamim.com.au/stock-insight/… Disc: $PNC is held in TAMIM Portfolios as at date of article publication. Holdings…

AI tokens are fuelling the next data revolution. Discover three ASX small caps that are building the infrastructure behind AI. Read now 👉 tamim.com.au/stock-insight/… Disc: $AIM, $STG and $PPL are held in TAMIM Portfolios as at date of article publication. Holdings can change…

Don’t just survive the volatility—invest through it. Subscribe to TAMIM’s weekly insights on strategy, infrastructure, and thematic opportunities 👉tamim.com.au/stocks-and-mar… Disc: All investing entails risk - please read disclaimer on our website for more details. #Investing…

Looking for stability in your portfolio? Infrastructure offers inflation protection, reliable income & megatrend exposure. Here’s why it matters now 👉tamim.com.au/energy/infrast… #Investing #RealAssets #Infrastructure #InflationHedge #Finance #TAMIM

Incentives are rising and vacancies are high, but smart office property investors see opportunity. Here’s our take on the repricing underway in Australia’s CBD markets 👉 tamim.com.au/market-insight… #Property #Investing #CommercialProperty #Australia #RealEstate #OfficeProperty…

Small-cap software. Office real estate resets. Our newsletter breaks down where the smart money’s looking. Subscribe now 👉 tamim.com.au/stocks-and-mar… Disc: All investing entails risk - please read disclaimer on our website for more details. #Investing #Newsletter…