Ron Shamgar provides an update on a number of the companies held in TAMIM's Australian equities portfolios.
This week we take a look at the red hot BNPL sector and lay out the investment thesis for our preferred pick. Sezzle (SZL.ASX). The stock is up over 200% since we first invested in it, but we still see a bright future for the company and the sector in general. Read on below!
This week we continue our exploration of the energy thematic and look at another (perhaps misunderstood) sector, nuclear, and the potential for uranium as an investment.
At TAMIM we are committed to educating investors on how best to manage their retirement futures.
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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.
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