Head of Aussie Equities & Portfolio Manager of TAMIM All Cap/Small Cap Funds. 21 yrs experience in ASX small caps. Investing is my passion. Views are my own.

Joined February 2018
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We published an article today: “The Ozempic moment for SaaS” We believe AI is will only increase demand for SaaS and make these companies MORE profitable! Just like liberation day scare - ALL the experts were wrong on Tariffs 💯 👇👇👇 tamim.com.au/stock-insight/t…
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One of the greatest performances to carry a team to a 🏆🏆🏆
🗣️ MVP 🗣 MVP
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Ron Shamgar retweeted
for the boroughs and Knicks fans around the world 🏆
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Let’s go Knicks 💪🏻💪🏻💪🏻🏆🏆🏆
job’s done ✅
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Wow 🤯🤯🤯
MOST PEOPLE HAVE NO IDEA HOW GOOD OF AN INVESTOR GOOGLE IS 6% OF SPACEX 14% OF ANTHROPIC 75% OF WAYMO $900M INTO SPACEX IN 2015 → NOW WORTH $115B $13B INTO ANTHROPIC → NOW WORTH $140B WAYMO JUST RAISED $16B AT A $126B VALUATION → GOOGLE’S STAKE WORTH ~$95B. THOSE THREE BETS ALONE ARE WORTH OVER $350B AND THEY HAVE 100’S MORE SMALLER ONES $GOOGL
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.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense. SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world. Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere. SpaceX will materially bring down the cost of compute, advancing AI and humanity. Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help. The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist. Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives. Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation. Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears. Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction. We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.
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I just paid $8.00 for a choc chip cookie in a surry hills cafe 🤯🤯🤯 What’s going on in this country?!?!? #BearMarketTweet
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The fact all the experts were bagging $SPCX valuation etc made it obvious the stock will do well on day 1 It could easily fizzle out next few months but long term I believe @elonmusk is a winner and will create something special (No position)
BREAKING: SpaceX stock, $SPCX, surges over 30% to a fresh record high and hits $2.3 trillion in market cap. SpaceX is now the 6th largest public company in the world.
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Congrats to Elon Musk for becoming a trillionaire !!! 👏👏 The poor guy been struggling as a billionaire and was barely getting by…. Elon, you can finally buy that house you always wanted
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Charlie Munger once said: “Show me the incentive & I’ll tell you the outcome” The NDIS scheme is encouraging fraudulent claims and hence the surge in ADHD diagnosis - pretty simple to see! afr.com/companies/healthcare…
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If $XRO fundies approve a rebasing of the CEO pay - they deserve to lose even more money! For a rebasing you would want to see the CEO buy shares on market rather than just selling $5.4m to pay for “tax” 😆 No hurt money - no rebase (Not held) 👇👇👇 afr.com/markets/equity-marke…
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💯💯💯👇👇👇nails it

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We sold out post this bid….. Today $MVF downgrades! (Not held) Muppet Board rejected 90c bid 😆 As I keep saying it should be a criminal offence and prison time for any board that rejects a bid and then stuffs up shortly after ☠️
🍼👶 Tamim Takeover Alert 🍼👶 We recently bought a position in the low 60s in Monash IVF $MVF as we anticipated Genesis returning with a higher offer 👀 Same playbook as Pacific Smiles $PSQ ✌️ 90c cash bid !! Board should accept! (Held)
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OMG!!!!!! The greatest game in NBA history !!! Wow Let’s go @nyknicks 💪🏻💪🏻💪🏻
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We like to see conviction insider buying! $PNC Md buying $383k on market 👏👏💪🏻💪🏻 (Held) 👇👇👇
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“Her lecturer bio on AIB’s website also spruiks her knack for “optimising sales performance ... and profitability”. Ripping off customers is certainly one way to do that.” 🤣🤣🤣 afr.com/rear-window/corporat…
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How it started: How it’s going: Market is clueless about AI 🤣🤣 Steadfast $SDF 👇👇👇👇
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Or they can buy $OFX for much cheaper 👀👇 Looks like 2x revenue and 8x ebitda valuation for Payoneer That implies $1-$1.70 range for $OFX
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Paid for a $19 drumstick laksa today. Staff comes over & says ran out of drumstick but can have thigh instead. Said ok & she gives me a $2 coin for difference. Minute later she comes back & says they have drumstick. I said ok. She says: “Can I have the $2 back” WTF?!?!? 🤣
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$DXN raise….. after Directors dump on Friday….. just another day on the ASX 🤣 👇👇👇
Announce a questionable contract….. stock goes up 5x…. Then directors convert options and sell on market…. Stock up another 50% 🤯🤯 Just another day on the ASX 🤦‍♂️💩
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