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Kevin Smith, of Delft Partners and portfolio manager of the TAMIM Asia Small Companies Fund, highlights one of the stocks in the Asia Small Companies portfolio. ComfortDelGro Corporation Ltd is one of the largest land transport companies in the world, the Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation.
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This week we would like to revisit a topic that we first wrote about more than two years ago and one which seems particularly prescient in the current global situation. In a world of lofty valuations and increasing volatility, wouldn’t it be nice if we had a way to systematically make a profit by identifying mispriced securities? Well there is, it is in the world of mergers and acquisitions.
This week we revisit PointsBet (PBH.ASX), one of our holdings in the TAMIM All Cap IMA portfolios. We spotlighted PBH a little over two months ago following their IPO. The stock is up 50% since then. In this article, we will try and place a valuation on PBH and in doing so we also make some comparisons to market darling Afterpay (APT.ASX). If you find that unusual, then you should read on.
Robert Swift takes a look at why Advantest's share price jumped 50% in July and what aspect in particular provides a blueprint for future investments. This article was prompted by the announcement that Verizon was selling Tumblr for a few million dollars. Tumblr is/was a social networking site that allowed users to blog personal stuff to each other. A couple of years ago Tumblr was reckoned to be worth $1bn.
As we head into the all-important August reporting period, Ron Shamgar looks at some of our holdings in the TAMIM All Cap Individually Managed Accounts (IMA's). We examine what the key points are to look for in the results. With volatile global and Australian equity markets we have experienced over the past week, the actual results and performance of our underlying investments will be important to monitor. Interestingly this volatility may provide attractive entry points for quality companies.
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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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