Ron Shamgar
@RonShamgar
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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.
Sydney, New South Wales
Joined February 2018
🏆🏆 PERFORMANCE UPDATE 🏆🏆 Since joining 1/1/2019 the TAMIM All Cap Fund annualised +17.73% pa net (6 years) One of the best performing funds in Australia for mid/small caps 🚀 🏆 CY24 Fund was up +28.93% net 🏆 🏆 CY23 Fund was up +31.25% net 🏆 CYTD25 Fund up +4.00% 💪🏻💪🏻
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$CCR chairman, founder of PSC Insurance Paul Dwyer, has put up his hand to subscribe to $8m of the placement. This will take his shareholding to around 8.7% That’s all You need to know !! Last time he did this was $COG at $1 vs $2.40 now 👀 (Held) https://t.co/glIOsWc8F8
afr.com
Credit Clear’s chairman has put up his hand to subscribe to $8 million of the placement.
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Bapcor $BAP management on the downgrade call today said they still don’t think $5.40 takeover price is a good offer 🤣🤣🤣
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Raiz $RZI Minimal churn from fee increase !! Good update and we think they might beat guidance (Held) 👇👇👇
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RBC Capital on Zip Co: "ZIP had a positive result delivering $62.8 million in cash EBITDA in what we consider a seasonally challenging quarter. "The company is tracking inline/ahead of margin targets. "The US business is performing strongly with 1Q26 TTV +47%, prompting
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Very bullish for US economy 👇👇
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Strong update by $ZIP (Held) 💪🏻💪🏻 US TTV growth upgrade !! Buyback increased to $100m !! Cash Ebitda growing like 🔥🔥 What an incredible biz on track to generate over $250m in Cash Ebitda and growing fast !! The best news is it’s only just beginning to penetrate the US 👀
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Strategically this is huge !! The US needs to wane off their reliance on Taiwan and China for critical industries
"After less than a year, we're now manufacturing the most advanced chips for AI here in the U.S.," says @nvidia CEO Jensen Huang. "All of this started with President Trump wanting to re-industrialize the U.S. His tariffs were a pressing agent in making this possible." 🔥
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👇👇
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We are so top of the market in GOLD 👇
Gold rush in Vietnam as people storm shops to buy and sell the yellow metal, which now trades at over $4,300 per ounce.
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👇👇👇👇
GDP growth is currently an outstanding 3.9%, and AI is 40% of that. It’s easy for politicians to posture and grandstand by beating up on tech. But the real question is whether they want 4% growth rates or 2% growth rates.
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Almost the same queue outside a pop mart store 👀
Scene at BullionStar before Opening Hours - Customers already lining up to buy Gold & Silver.
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Everyone hates $EML atm - and I can’t blame them as nothing to get excited about… yet! 👀 If management gets their $95m Ebitda FY28 target then it’s a Rule of 40 stock and could trade on 20x vs 3.8x now 🤯 Potential 5x bagger assuming you don’t go stale by then 😉 👇👇👇
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Nice Volume in $AIM today 💪🏻 Hopefully a breakout and not a fake out 👀 We are super bullish here 💪🏻💪🏻 We think good chance they sign up the UN soon and continue to dominate the global enterprise market for Lexi AI and Lexi Voice 👇👇👇
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🤣🤣👇👇
BREAKING 🚨: Short Sellers Short Sellers are on track for their worst year since 2020 and they're blaming retail investors for acting irrationally 😂😂
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Good news for Aussie investors !! $MYX (not held) https://t.co/pdT3FHZYdQ
afr.com
Mayne Pharma took Cosette to court to enforce a $672 million takeover deal that the US giant tried to terminate. The court has ruled in Mayne’s favour.
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No position here. But courts ruling in favour for $MYX is good news for us Aussie investors !! Don’t let these bidders get off the hook too easily 😉👏👏👏
$MYX.AX: Mayne has won. This was easily the strangest legal arb I’ve monitored since TWTR, which is surely the all-timer. What was Cosette thinking? In MYX’s annual report, issued this week, they attribute $8.5 mm in transaction and litigation costs for the deal, now all /1
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Common theme is - if you’re an underperfoming manager - then you just blame it on a market bubble 😜🤣 https://t.co/csa267CguU
afr.com
Contrarian investor Simon Mawhinney is avoiding stocks caught up in the AI-mania – a bold move that has hit his $2.5 billion fund’s performance.
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👀👀 shouldn’t $MYX go into trading halt until judgement …?
$MYX.AX: Justice Black will be delivering his judgement *today* (15/10) at 4.30 pm in Sydney. If he finds for Cosette, then the ensuing schedule is basically immaterial, but for reference: 22/10 is the “second court date” to finalize the scheme and 31/10 is FIRB’s /1
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So true 💯💯
Human psychology and crowd behavior are always fascinating. 10x more people will like a stock after it doubles. In many instances the business isn't better but price always leads/creates narrative. Everyone believes the business is better because the stock is higher.
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