EROAD $ERD is quietly becoming one of the most interesting small-cap tech stories in Australia. Strong cash flow. Global traction. Real growth. 👉 Read the Tamim breakdown: tamim.com.au/stock-insight/e… Disc: $ERD is held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #EROAD #ASX #SmallCaps #TechStocks #FleetManagement #Telematics #Investing #SmartInvesting #TAMIM

🔥 @RonShamgar's latest takeover picks are here! The new TAMIM Takeover Whitepaper uncovers 3 ASX stocks that could be next in line for acquisition. Will you spot the opportunity before the market does? 📥 Get your copy now: tamim.com.au/australia-all-c… Disc: All investing entails risk please see our website (tamim.com.au) for further details on these risks. #Investing #Takeovers #MergersAndAcquisitions #ASXStocks #WealthBuilding #Equities #takeovertargets #Ronshamgar #ASX #Stockstowatch #highreturns #tamim #tamimassetmanagement

📰 Stay ahead of the ASX reporting season with TAMIM’s weekly newsletter! Get insights on market valuations, stock opportunities, and earnings reports. Subscribe now 👉 tamim.com.au/stocks-and-mark… Disc: All investing entails risk - please read disclaimer on our website for more details. #Investing #Newsletter #investingtips #investingnews #howtoinvest #ASX #smallcap #equities #stockmarket #stockinsights #stocktips #stockwatchlist #TAMIM

SMSF trustees, are you prepared for potential tax changes? Our latest blog explores how the proposed tax on unrealised gains could impact your retirement planning. Read more 👉tamim.com.au/market-insight/… Disc: The information provided should not be considered financial or investment advice and is general information #SMSF #Investing #Retirement #Superannuation #fundsmanagement #assetmanagement

As Jim Chalmers pushes for major RBA reforms, political pressure is mounting. What could this mean for the RBA's independence? Read our latest blog for insights 👉 tamim.com.au/market-insight/… #RBA #Economy #MonetaryPolicy #Investing #tamimassetmanagement

📰 Want the latest insights on the top AI stocks and tech giants? Sign up for our weekly newsletter to get detailed analysis delivered straight to your inbox! Don’t miss this week’s breakdown of Nuix $NXL and Qualcomm $QCOM. 👉tamim.com.au/stocks-and-mark… Disc: $NXL and $QCOM are currently held in TAMIM Portfolios. #Investing #InvestingNewsletter #TechStocks #AI #stockinsights #marketinsights

Where Others See Risk, We See Opportunity: Second-Level Thinking Explained At TAMIM Asset Management, we believe in looking beyond the obvious and diving deep into the complex layers of the investment landscape. 💡 While first-level thinking focuses on surface-level trends, second-level thinking asks, "What happens next?" This is the key to identifying opportunities that others might overlook. In today's fast-moving markets, the ability to think differently and anticipate shifts is critical for long-term success. That's what we do at TAMIM—unlocking value through a deeper, more analytical approach. 🔗 Learn more about our investment philosophy here: tamim.com.au/about-tamim/inv… #InvestmentStrategy #ContrarianInvesting #SecondLevelThinking #TAMIMAssetManagement #LongTermSuccess #SophisticatedInvesting #investing #investment #assetmanager #fundmanager

📈 ASX Weekly Review: All Ords 8,214.80 (-1.22%) Small Ords 2,909.70 (-3.20%) Story of the week: Insider Trades: The ASX 200 CEOs and CFOs buying their own stock in August marketindex.com.au/news/insi…

TAMIM Australian Equities - Best Time to Invest @RonShamgar, Head of Australian Equities at TAMIM Asset Management, answers the most popular investment question, when is the right time to invest in the stock market. tamim.com.au/webinar-snippet… Disc: All investing entails risk - please read disclaimer on our website for more details. #Australianequities #aussieequities #asx #asxstocks #investing #stockmarket #stockstowatch #portfoliomanager #fundmanager #stocks #trading #investing #stockmarket #investmentstrategies #assetmanagement

The future of security is here! Discover how AI is revolutionising defence and protection in our latest article. From military to tech, the stakes have never been higher. Don't miss out on this game-changing insight! tamim.com.au/stock-insight/d… Disc: $MSFT is currently held in TAMIM Portfolios as at date of article publication. Holdings can change substantially at any given time. #AI #Security #Defense #Innovation #Investment #stockstowatch #tamimassetmanagement #AI #stockinsights #Techfunds

Aussie three year bonds at 4% on 29 July - currently 3.48% 👀 #bondmarket #bonds #tamimassetmanagement

With a focus on high-margin software and services, Austco $AHC is experiencing robust financial growth. The company's future looks bright with its advanced Tacera platform and global presence, enhancing patient care. As Austco navigates past supply chain challenges and capitalises on its technological advancements, it remains a compelling business to watch in the healthcare sector. tamim.com.au/stock-insight/r… Disc: $AHC is held in TAMIM portfolios. #ASXsmallcap #ASXMicrocap #HealthcareStocks #Investing #AustcoHealthcare #ASXAHC #AHC #StockInsights #TAMIMAssetManagement

As the AI hype continues to sweep through the investing world, an age-old strategy could present a golden investment opportunity – the "picks and shovels" play. ➡️ Inspired by the California Gold Rush, where the real winners were the companies supplying tools to the prospectors, this strategy focuses on investing in the enablers powering the AI revolution rather than directly betting on the pioneering innovators. ➡️ Beyond global giants, we explore some AI picks and shovels plays on the ASX. tamim.com.au/tamim-stock-sto… Disc: $IPG, $AMD and $SXE are currently held in TAMIM Portfolios. #AI #Investing #TechStocks #PicksAndShovels #Semiconductors #Innovation #ASX #NVDA #Nvidia