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This week we return to the recycling theme touched on a couple of weeks back. Last time we spoke about an Australian recycling company benefiting from industry tailwinds and participating in the circular economy. This time we dive into the fundamental problems we face in recycling plastic and highlight a company that is looking to revolutionise this through the use of digital watermarks.
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This week we will be writing about two of the heavyweights on the NASDAQ, Amazon (AMZN.NASDAQ) and Alphabet (GOOGL.NASDAQ). While these stocks are always in the headlines, we believe there are parts of these businesses that are stuck in the shadow of their parent company and aren’t getting the attention or credit they deserve and, as such, any value when it comes to the market. GOOGL and AMZN are best known for their search engines and marketplaces but what people may not see is that they are both making transformational advancements in the autonomous vehicle industry. The TAMIM Global Equity High Conviction team at Delft Partners highlight a recent addition to the High Conviction portfolio. Why has this household name only now been deemed worthy of inclusion?
Robert Swift further presents his case for stocks that straddle multiple sectors in looking at one particular "tech" stock that has recently had some positive newsflow.
This week Kevin Smith of the TAMIM Global Equity High Conviction IMA takes a look at technology stocks. He takes a quick look at the idea that many tech stocks are not in fact tech stocks while many stocks, like the two supposed consumer discretionary stocks he highlights, perhaps should be considered so.
Everyone has been obsessed with the FAANGs, FAAMGs or "Sexy Six" for a while now but Robert Swift, manager of the Global High Conviction strategy here at TAMIM, only holds one. Robert takes a look a one of his better performing stocks of late to help explain why this is while examining the fallacy that stocks can be defined by a singular sector.
The TAMIM Australian Equity All Cap Value IMA is significantly overweight tech stocks compared to the ASX as a whole. This week Guy Carson, manager of the strategy, takes a look at finding value and quality in the software space without having to go to Silicon Valley.
The TAMIM Australian Equity All Cap Value IMA is focused on finding investments in quality companies at a suitable margin of safety. Occasionally we are surprised to find that these investments will also offer a strong dividend yield.
The fundamental justification for the deal appears reasonable for Microsoft shareholders, however Microsoft has a chequered history of business acquisitions and has paid a very high premium to gain exposure to a social networking channel, albeit one that is more relevant to Microsoft’s main product lineup.
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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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