Ron Shamgar @RonShamgar
Head of Aussie Equities at TAMIM. Founder of TBF Small Cap Value Fund, over 20 years experience in ASX small caps. Investing is my passion. Views are my own. Sydney, New South Wales Joined February 2018-
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We are with you Ron
Upward trend also on the chart 👇👇👇
Upward trend also on the chart 👇👇👇 https://t.co/9HeiLvyKdB
This 🤡 is a disgrace to Jewish people
This 🤡 is a disgrace to Jewish people
This is why Japan is so cheap!! (Thailand prices in general and sometimes even cheaper!) Job advertisement in largest ramen chain at $13 AUD per hour 🤯🤯 My 13yr old kid makes more working at Dominos!!
$EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now!! Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰
Over the past 10 years, those 'worst six months' of the year you are about to hear a lot about have been higher 8 times.
Sugar daddy 😜
Now we talking!! Almost flat…. Let’s go aussie fundies - smash it down by -50%
Now we talking!! Almost flat…. Let’s go aussie fundies - smash it down by -50%
Todays CPI in OZ is a good news blessing They shouldn’t cut rates regardless, but they won’t raise either after today RBA sitting in a good spot where rates will put a brake on the economy and inflation over time but won’t smash it into a nasty recession
👇👇👇🧐🧐
FCA resolved 🏆 New CEO next…. 👇👇👇
Dissapointing 😜🤣
Test complete 💯💯💯 👇👇👇
Welcome aboard 👏👏👏
S&P 500 with a max pullback of 5.5% in '24 so far. Since 1980, only 4 full years saw a smaller pullback. Avg yr since 1980 with a 14.2% max pullback.
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🚨WOW: Bishop Mar Mari Emmanuel returns two weeks after surviving a stabbing attack with a fiery first sermon for freedom of speech and religion The priest has backed @elonmusk against the Australian government’s demand to censor his (live) video of the alleged terrorist attack…
@elonmuskADO X should be the holding company that owns Twitter and Twitter should be Twitter.
He knows what he’s talking about
7 years ago, the UAE’s Foreign Minister issued a warning to the West. His words now sound prophetic.
Eye-opening may be an exaggeration. A great chart to emphasise the point. Since I started in funds management in 1980 we have looked for capital-light companies to invest in. Looks like the volatility is a lot greater in the capital-light companies over the last few years which…
This chart from Goldman Sachs is eye-opening: Asset-heavy stocks have underperformed a great deal. Given the accelerating pace of innovation so apparent all around us, it’s tough to suggest that investors should shun capital-light industries that continue to compound such…
Tax reform is desperately needed. We are all calling out for it. We need bipartisan support to revamp of the tax system @AlboMP @JEChalmers and @PeterDutton_MP @AngusTaylorMP need to listen to the recent commentary from Ken Henry, Phil Lowe, OECD tax executive/ex Labor MP David…
My piece in today's @FinancialReview explaining why negative gearing is neither a tax concession nor particularly impactful on house prices. Eliminating it would be an unprincipled hack that would distract from the fundamental tax reform we actually need. afr.com/politics/feder…
🚨Let's just get this clear: The catalyst for the Australian Government to enact sweeping online censorship is: -Footage of a non-lethal stabbing, that features no blood, no gore. -That was broadcast on the news -Is still easily acccessible on news channels on YouTube. -The…
Australians paid the most tax in the world in 2023 with little to show for it; instead of easing cost of living pressures, the government is making it harder for the average Aussie. smh.com.au/politics/feder…
The axiomatic error undermining much of Western Civilization is “weak makes right”. If someone accepts, explicitly or implicitly, that the oppressed are always the good guys, then the natural conclusion is that the strong are the bad guys.
I don't agree with @elonmusk on all things, but I agree here. We have a crisis of the uninformed in United States. Where our most prestigious universities are producing the dumbest students without the ability to critically think. Where most mass stream media propagate a…
The axiomatic error undermining much of Western Civilization is “weak makes right”. If someone accepts, explicitly or implicitly, that the oppressed are always the good guys, then the natural conclusion is that the strong are the bad guys.
The most important criterion for success is to focus on your goal ...
@RonShamgar Hope he hasn't been taking payment in shares
We are with you Ron
$EML updated summary: - All regulatory matters resolved - Sentenial sale to complete within 3-4 months - Management 💯 focused on growth now!! Cap is $380m with $45m net cash (post Sentenial) EV $345m and consensus is $60m Ebitda ($30m FCF) in FY2025 Trading on 5.75x 💰💰💰
@GeoffWilsonWAM @RonShamgar Epic ☺️🔥
Oxford street Paddington (north side). I counted 15 shops for lease between Barcom Ave and Queen St this morning. Retail is suffering
Oxford street has always been very low margin for retailers. Usually a good indicator of a down turn in consumer sentiment. Five empty shops is usually the bottom. I’ll go up tomorrow and check how many are empty
$TUA: Simba (TUA) has launched its 10Gbps broadband offering at ~S$30/mth. Pricing points for 10Gbps from competitors are more than double TUA’s price. This in many months ahead of the mkts expectation… stock is cum upgrade..!
@RonShamgar My daughter just started working at a bakery chain... what she gets paid certainly higher than that and over double that on specific days....