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 risk please see our website (tamim.com.au) for further details on these risks. #Investing #Takeovers #MergersAndAcquisitions #ASXStocks #WealthBuilding #Equities #takeovertargets #Ronshamgar #ASX #Stockstowatch #highreturns #tamim #tamimassetmanagement

Oil spikes are obvious. What follows is not. The real opportunities often emerge in second-order effects—freight, insurance, gas and infrastructure. 👉 Read more: tamim.com.au/market-insight… #Oil #EnergyMarkets #Investing #Macro #GlobalMarkets #TAMIM

AI isn’t just a chip story anymore. It’s a power story. Grids, storage and transmission are emerging as the real bottlenecks and opportunities. 👉 Read more: tamim.com.au/market-insight… #AI #Infrastructure #Investing #EnergyTransition #PowerInfrastructure #TAMIM

🔥 @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 risk please see our website (tamim.com.au) for further details on these risks. #Investing #Takeovers #MergersAndAcquisitions #ASXStocks #WealthBuilding #Equities #takeovertargets #Ronshamgar #ASX #Stockstowatch #highreturns #tamim #tamimassetmanagement

Turnarounds rarely look obvious at the start. EML Payments may be entering the final phase of its reset with new products, a rebuilt pipeline and strong management incentives. Read more 👉 tamim.com.au/stock-insight/… Disc: $EML is held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #ASX #Payments #Turnaround #Investing #Fintech #TAMIM

Takeovers often reveal value the market ignored. Zurich has bid for ClearView Wealth but the company’s embedded value and earnings growth raise a bigger question: Could a higher offer emerge? Read more 👉 tamim.com.au/stock-insight/… Disc: $CVW is held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #ASX #Takeovers #Investing #SmallCaps #MergersAndAcquisitions #TAMIM

Markets aren’t breaking, they’re re-sorting. 2026 is unlikely to reward prediction; it will reward judgement. Here’s what global equities are quietly signalling as the old playbook fades: tamim.com.au/uncategorized/… #Investing #GlobalMarkets #LongTermThinking #PortfolioStrategy #EquityMarkets #TAMIM

Discover why TAMIM backs “Intelligent Fanatics” leaders with obsession, discipline & long-term vision. How to spot them. Why they win. Read here: tamim.com.au/market-insight… #Investing #Leadership #SmallCaps #FounderLed #InvestingWisdom #InvestingInsights #IntelligentFanatics #TAMIM

The Melbourne Cup is more than a race, it’s a masterclass in preparation, patience, and knowing when to hold your line. We explore what this year’s Cup teaches us about long-term investing. Read more: tamim.com.au/market-insight… #MelbourneCup #InvestingWisdom #LongTermInvesting #InvestingMindset #PortfolioStrategy #InvestingStrategy #PortfolioManagement #TAMIM

Global leap: Pureprofile $PPL has crossed a major milestone—50%+ of revenue now comes from overseas. We break down margins, AI-powered insights, and why PPL could be a stealth data winner. tamim.com.au/stock-insight/… Disc: $PPL is held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #ASX #SmallCaps #AI #DataEconomy #Investing #GlobalGrowth #Data #SmallCapStocks #Pureprofile #MarketInsights #DataPlatforms

Woolworths isn’t chasing headlines, it’s rebuilding value where it matters. Price perception, digital scale, and quiet execution are driving a real turnaround. Here's why it matters for investors: tamim.com.au/stock-insight/… Disc: $WOW is held in TAMIM’s Equity Income IMA’s as at date of article publication. Holdings can change substantially at any given time. #ASX #Woolworths #RetailStocks #TAMIM #ASXInvesting #Turnaround #InvestmentInsights #RetailRecovery #Retail #EquityResearch

Forget forecasts. The real risk in investing isn’t the market—it’s your own psychology. Are you aligned with your true risk tolerance? Here's how to find out: tamim.com.au/market-insight… #InvestorPsychology #RiskManagement #TAMIM #InvestingMindset #RiskTolerance #SmartInvesting #InvestmentStrategy #InvestorEducation #InvestorBehaviour #PortfolioStrategy

Trump’s tariffs could be Australia’s tailwind. From lithium to LNG, friend-shoring might push ASX names into the global spotlight. Read how the new trade order could work in our favour: tamim.com.au/market-insight… Disc: $WDS is held in TAMIM’s Equity Income IMA’s as at date of article publication. Holdings can change substantially at any given time. #ASX #GlobalTrade #TrumpTariffs #ASXStocks #Australia #InvestSmart #Geopolitics #Investing #TAMIM #Friendshoring

Steady as she goes. Australia's banks are done with tailwinds now comes the age of margin management and tech transformation. Find out why 2025 is a pivot point, not a peak. 👉tamim.com.au/stock-insight/… Disc: $CBA, $NAB, $ANZ and $WBC are held in TAMIM’s Equity Income IMA’s as at date of article publication. Holdings can change substantially at any given time. #ASX #Banking #TAMIM #BankingStocks #FinanceNews #DividendInvesting #AustralianBanks #Investing #Finance

Tired of hype? TAMIM’s newsletter gives you smart, real-world investing insights weekly. 🔗 tamim.com.au/stocks-and-mar… #Investing #FinanceNews #TAMIM #InvestmentStrategy #SmartMoney #Newsletter #Finance #InvestSmarter

Rio Tinto’s earnings slump isn’t just about iron ore—it reveals deeper fractures in the global energy transition. What it means for your portfolio → 🔗 tamim.com.au/market-insight… #EnergyTransition #InvestSmart #ASX #EnergyInvesting #ASXStocks #TAMIM #EnergyMarket #Investing #EnergyMarkets #GlobalTrade

Ports. Pipelines. Power grids. The old world is new again. Discover why industrial stocks are leading this macro cycle. Read here: tamim.com.au/stock-insight/… Disclaimer: HKEX: 1, Santen TSE: 4536 and ASX: WDS are held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #Infrastructure #Investing #Markets #GlobalEquities #IndustrialStocks #Tamim #ListedInfrastructure #IndustrialEquities #PortfolioStrategy

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 at any given time. #BXN #BioXyn #ASX #CannabisStocks #CannabisManufacturing #FundManagerAustralia #TAMIM

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 the date of publication. Holdings may change substantially at any time. #Copper #CopperTariffs #ASX #Resources #MiningAustralia #GlobalTrade #ResourceInvesting #TAMIM

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 publication. Holdings may change substantially at any time. #ASX #Dominos #TurnaroundStocks #PizzaStocks #InvestorInsights #FranchiseModel #TAMIM