Ron Shamgar

@RonShamgar

Head of Aussie Equities at TAMIM. previously Founder of TBF Small Cap Value Fund, over 17 years experience in ASX small caps. Investing is my life’s passion.

Sydney, New South Wales
Vrijeme pridruživanja: veljača 2018.

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  1. Prikvačeni tweet
    24. sij

    I’m very pleased to report our December 2019 report. The All Cap Portfolio returned +0.71% in December. For CY2019 we delivered a record +55.78% !! Everyone loves predictions, and so we are predicting the ASX to reach 10,000 next 5 years 🚀

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  2. proslijedio/la je Tweet
    prije 20 sati
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  3. proslijedio/la je Tweet
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  4. prije 7 sati

    Oh sorry, this must be clickbait 😂😂😂😂🤦‍♂️

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  5. prije 7 sati
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  6. prije 8 sati

    In every meeting I keep begging management NOT to do buybacks as they never buy any stock nor do buyback ever work ! 🤦‍♂️ Instead, I’ve asked them to jackup the divvy payout to 90%+. What do they do? Another buyback 🤷🏻‍♂️

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  7. prije 8 sati

    one of our larger holdings since IPO 🥳🥳🥳 still cheap and already smashing forecasts!!

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  8. prije 9 sati
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  9. prije 10 sati

    Also good for as their issuer for virtual freestyle mobile card 😉

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  10. prije 10 sati

    We been banging the table on since IPO and today’s update is huge!! Performance strong across all metrics and way ahead of forecasts 😉👏👏 We own and value at $2.50++

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  11. prije 10 sati
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  12. 5. velj

    Significant risk for and the likes.... retailers should be allowed to pass on a BNPL surcharge and let market dynamics and competition dictate the results!

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  13. 5. velj
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  14. 5. velj

    crushes the competition Well done I just visited the shop with my mum and she thought it was expensive 😂

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  15. 5. velj

    strong update, strong growth and still cheap!! With a potential bidding war in NZ to emerge.... large holding

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  16. proslijedio/la je Tweet
    4. velj
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  17. 4. velj

    Great news! This is exactly why we are backing and to continue and take share from the big banks! We own both

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  18. 4. velj

    The shorts are losing billions on last few weeks 😂 Well done 👏 now go raise billions of dollars and keep innovation alive! 🚀🚀

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  19. 4. velj

    up another 20%! 😂😂😂 👏👏👏

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  20. proslijedio/la je Tweet
    3. velj

    What other stock has made so many smart people look so dumb for 10+ years?

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  21. 4. velj
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