Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios. This is an excerpt from the last TAMIM Fund: Australia All Cap monthly report, you can access the full report here.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Telstra Corporation (TLS.ASX) and Rio Tinto (RIO.ASX).
Today we are writing about the fast growing sports betting industry emerging in America and a mid cap that is well positioned to benefit. PointsBet (PBH.ASX), one of 2020’s hottest stocks, is an online bookmaker offering sports betting services in Australia while also launching operations in the sport betting market in America. They currently have market access to fourteen US states and are looking to capitalise as an early mover in the new online gambling market in the US. Ever heard the saying “the house always wins”? PointsBet might be the opportunity for investors to win from gambling without the “house cut”.
Once again, Sid Ruttala continues his journey through the ASX20. This week his notes visit and review Woolworths Group (WOW.ASX) and Macquarie Group (MQG.ASX).
This week we take a quick look at three companies that should benefit from borders reopening and the resumption of travel around the world. Typically, investors consider the Flight Centres (FLT.ASX) and Webjets (WEB.ASX) of this world when thinking of travel beneficiaries, but in this case we are examining a few tech-based businesses that, perhaps more indirectly, we believe will benefit.
Sid Ruttala continues his journey through the ASX20. This week his notes visit and review CSL Ltd. (CSL.ASX) and Wesfarmers Ltd (WES.ASX).
Continuing to work our way through the ASX20, this week we visit and review BHP Group (BHP.ASX) and Fortescue Metals Group (FMG.ASX).
This week we will be talking about a little known Australian micro cap company, K2Fly (K2F.ASX). K2F is an enterprise software company that is looking to capitalise on a major transformation in the mining industry. K2F offers SaaS (software as a service) solutions helping mining companies improve their ESG (environmental, social and governance) standards. They also provide consulting and tailored advice for asset intensive industries including mining, utilities, infrastructure and government.
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TAMIM Asset Management provides general information to help you understand our investment approach. Any financial information we provide is not advice, has not considered your personal circumstances and may not be suitable for you.