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Stock Insights

Sorting Through: A Recycling Stock to Separate Out

19/5/2022

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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.
Recycling stocks

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The Hidden Value In Giants: AMZN & GOOGL

30/7/2021

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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.
Hidden value

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New Stock Report: Sony Corporation

14/3/2019

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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?

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This Tech Stock is One to Watch

6/6/2018

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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.

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What do we mean by a Technology Stock?

16/5/2018

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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.

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Gilead – When is a tech stock not a tech stock?

5/10/2017

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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.

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​Twelve Aussie Tech Stocks: Finding Quality and Value in the Software Space

23/3/2017

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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.

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Searching for Yield in Unlikely Places

9/3/2017

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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.

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Stock Watch - Microsoft buys LinkedIn

21/6/2016

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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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​The information provided on this website should not be considered financial or investment advice and is general information intended only for wholesale clients ( as defined in the Corporations Act). If you are not a wholesale client, you should exit the website. The content has been prepared without taking into account your personal objectives, financial situations or needs. You should seek personal financial advice before making any financial or investment decisions. Where the website refers to a particular financial product, you should obtain a copy of the relevant product services guide or offer document for wholesale investors before making any decision in relation to the product. Investment returns are not guaranteed as all investments carry some risk. The value of an investment may rise or fall with the changes in the market. Past performance is no guarantee of future performance. This statement relates to any claims made regarding past performance of any Tamim (or associated companies) products. Tamim does not guarantee the accuracy of any information in this website, including information provided by third parties. Information can change without notice and Tamim will endeavour to update this website as soon as practicable after changes. Tamim Funds Management Pty Limited and CTSP Funds Management Pty Ltd trading as Tamim Asset Management and its related entities do not accept responsibility for any inaccuracy or any actions taken in reliance upon this advice. All information provided on this website is correct at the time of writing and is subject to change due to changes in legislation. Please contact Tamim if you wish to confirm the currency of any information on the website.  

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