Teaminvest Wealth Builders

TIP Group / Teaminvest
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Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you. 

  1. 5d ago

    The Psychology Behind Every Investing Mistake | Wealthy+Wise Ep21

    Every investor knows they should buy low and sell high. Almost no one consistently does. In this episode, Nadine Blayney explores why with Andrew Coleman from Teaminvest and AMP Chief Economist Dr Shane Oliver. Andrew traces eight Nobel Prize-winning behavioural finance papers — from Herbert Simon's 1978 work on bounded rationality to Kahneman and Tversky's 2002 prospect theory — to explain why we are, as he puts it, "predictably irrational." Shane describes how crowd psychology creates boom and bust cycles, how even knowing that doesn't make it easy to act against the crowd, and where current markets sit in the euphoria spectrum. Together they outline practical tools: the importance of self-awareness, checking your own psychology, and why a structured, data-driven process is the most reliable defence against the biases we all carry. In the second half, Andrew puts five ASX-listed stocks through the Conscious Investor® screen — Ingham's, Metcash, BHP, Xero, and A2 Milk — with characteristically direct verdicts. And he answers Sarah's viewer question on WiseTech at length.   Key Segments & Timestamps • 0:20 — Why "buy low, sell high" fails in practice • 3:04 — Boom-bust cycles and the role of crowd psychology • 4:49 — Why contrarian investing is psychologically difficult • 6:56 — Eight Nobel-winning behavioural finance papers explained • 17:46 — Current market: where are we in the cycle? (Dr Shane Oliver) • 18:34 — Narrative fallacy, confirmation bias, endowment effect • 20:53 — Stock screens: Ingham's, Metcash, BHP, Xero, A2 Milk • 31:33 — Viewer Q&A: WiseTech — key man risk, debt blowout, culture warning   Subscribe, leave a review, and send your questions to wealthy@ausbiz.com.au. Learn more about patient investing at teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify.   🎙️ Enjoyed this episode? Don't forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you.   💡 More Teaminvest: For more insights into Teaminvest's disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. 📩 Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    33 min

  2. Jun 17

    Is Now a Once-in-a-Decade Opportunity for Value Investors? | Wealthy + Wise Ep 20

    Are we living through one of the great value investing windows of a generation? In this episode of Wealthy + Wise, host Nadine Blayney is joined by Nick Cummings from Intelligent Investor and Andrew Coleman from Teaminvest to examine the extraordinary bifurcation in today's equity markets. Quality businesses — profitable, growing, debt-light — are being ignored while capital floods into a narrow band of AI-adjacent names. Nick and Andrew argue that some of these forgotten companies are now trading at multiples not seen in 20 years: GFC-level PEs on businesses whose earnings have barely flinched. They work through viewer-nominated stocks through a value investing lens, examining whether the current price reflects the underlying business — or merely market sentiment. Key moments and timestamps: •       00:19 — The value vs growth divergence explained: how unusual is this gap? •       05:05 — 'Pro-AI, anti-bubble': separating transformative technology from unsustainable valuations •       06:46 — SpaceX IPO: a $2.2 trillion company losing $5 billion — Earth Mugs Wanted •       10:50 — Mean reversion: why 18 months is the historical average, not 18 years •       15:23 — ResMed: a 40-year compounder trading at 16× earnings — buy or wait? •       21:01 — Steadfast: cheap sector, takeover bid, and what AUB says about value •       25:16 — ARB: quality manufacturer, COVID distortion, and a PE coming back to earth •       28:56 — Dicker Data: AI tailwind, acquisition debt, and whether the run has legs •       35:20 — Viewer Q&A: CSL post-impairment — same view, or time to revisit? Subscribe, leave a review, and send your questions to wealthy@ausbiz.com.au. Learn more about value investing at teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify. 🎙️ Enjoyed this episode? Don't forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest's disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community. Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩 Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    40 min

  3. Jun 11

    Great Product vs Great Business. The Distinction That Changes Your Returns | Wealth+Wise Ep 19

    Not every great product makes a great investment. In fact, some of the most beloved consumer and technology companies have destroyed shareholder wealth while quietly unglamorous businesses have compounded returns for decades. This episode of Wealthy + Wise draws that line precisely — and shows you what it looks like through hard data. Howard Coleman and Sanjee Narendran walk through the Conscious Investor® framework for separating product quality from business quality, using real ASX and US-listed examples across four categories: ideas not yet businesses, great products with weak economics, ordinary products with strong economics, and side-by-side comparisons within the same sector.  The conversation covers the essential ingredients that turn a product into a compounding investment — return on equity, pricing power, moats, dividend capacity, and management quality. And it names the companies where the numbers tell the story clearly: Mesoblast and NextGen (still ideas), Xero and Tesla (popular products, uncertain returns), Data3 and NIB Holdings (boring products, outstanding businesses), and Supply Networks vs Maxi Parts (same sector, completely different outcomes). A viewer question rounds out the episode: do Teaminvest members participate in IPOs? Howard's answer is direct. Episode Segments: •       00:00:18 — The product vs business distinction explained •       00:08:36 — Four categories of companies •       00:09:55 — Ideas, not yet businesses: NextGen & Mesoblast •       00:12:36 — Great products, weak economics: Xero & Tesla •       00:18:19 — Boring but brilliant: Data3 & NIB Holdings •       00:20:16 — Same sector, different worlds: Supply Networks vs Maxi Parts •       00:25:10 — Viewer Q&A: IPOs — marketing document or investment opportunity? Disclaimer: This content is for educational purposes only and does not constitute financial product advice. Teaminvest Pty Ltd (AFSL 334339). 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    28 min

  4. Jun 9

    IPOs, Information Asymmetry & The $200 Billion Market Moment | Wealthy + Wise Ep 18

    In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest joins host Nadine Blaney and David Tuckwell from ETF Shares to unpack one of the most important market dynamics of 2025: the imminent arrival of the three largest IPOs in history — SpaceX, OpenAI and Anthropic — all landing within a 12-month window. Andrew begins by laying the conceptual foundation: the difference between primary and secondary markets, why IPOs represent an inherent information asymmetry in favour of the company, and how value investors think about the risk of double dilution. David then adds the index mechanics angle, explaining how forced ETF buying at any price will reshape market liquidity in ways that history suggests investors should not ignore.  The episode closes with a viewer Q&A from Timothy, who asks whether Teaminvest would reconsider Mineral Resources given its improving balance sheet — Andrew's answer covers earnings stability, governance concerns, and how value investors apply the Teaminvest framework when a company changes its business model. Key Segments & Timestamps •       00:13 — Introduction and episode overview •       01:52 — Adding Value: Primary vs Secondary markets explained •       07:13 — Information asymmetry in IPOs •       09:39 — The three mega IPOs: SpaceX, OpenAI, Anthropic •       10:11 — Head to Head: Historical mega IPOs and market impact •       13:01 — Correlation between large IPOs and downturns •       14:52 — ETF mechanics and forced buying •       18:28 — Historical case studies: Aramco, NTT DoCoMo, Visa, Enel •       20:34 — The value investor advantage: sitting out •       26:35 — You Asked: Timothy on MinRes •       28:24 — Closing remarks Subscribe, leave a review, and send your questions to wealthy@ausbiz.com.au. Learn more about value investing at teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    30 min

  5. May 27

    Wealthy + Wi$e Ep 17 | When to Sell: Exit Frameworks for Value Investors

    Most investors have a buying process. Very few have a selling one — and that gap quietly erodes returns year after year. In this episode of Wealthy and Wise, Andrew Coleman from Teaminvest and Associate Professor Mark Humphrey-Jenner from UNSW join host Nadine Blayney to lay out the disciplines behind great sell decisions. This episode was inspired by listener feedback following last week's discussion on CSL — if you haven't listened to Episode 16 yet, it's worth going back. IN THIS EPISODE  00:00:13 – 00:09:23 — The behavioural science of bad sell decisions Associate Professor Mark Humphrey-Jenner (UNSW) identifies the biases that drive investors to hold losers and sell winners — loss aversion, salience bias, and the psychological cost of realising a mistake. Andrew Coleman adds Teaminvest's five-factor framework: endowment effect, get-even-itis, FOMO, sunk cost fallacy, and recency/confirmation bias. The iconic 'cutting the flowers and watering the weeds' metaphor is introduced here.  00:09:49 – 00:16:47 — The checklist that removes emotion from the exit decision Andrew draws on Daniel Kahneman's Noise to make the case for disciplined checklists over judgment. Teaminvest's 27-factor quantitative framework and the investment thesis 'stock book' concept are explained. The $100 note analogy — the clearest explanation of price vs value you'll hear — is introduced in this segment.  00:19:02 – 00:27:09 — Real exits: what Teaminvest sold and why Andrew walks through live case studies: WiseTech and ProMedicus (triple-digit PEs and disconnected sentiment); A2 Milk (97% member fail rate on moat assessment, $20 to below $5); Corporate Travel and Flight Centre (post-COVID recovery never materialised in the data); Minresources (structural shift from mining services to capital-heavy commodity business with dangerous debt load).  00:31:10 – 00:31:42 — Viewer Q&A: Damien asks about the 6-year and 10-year data rules Andrew explains the statistical basis for Teaminvest's minimum data thresholds: six years as the hard floor (below which performance cannot be distinguished from a coin toss), and 10 years as the threshold for meaningful capital allocation.  Subscribe to Teaminvest Wealth Builders | Visit teaminvest.com.au to learn about membership. 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    33 min

  6. May 21

    Wealthy + Wi$e Ep 16 | Broken businesses or back to Earth?

    Some of the ASX's most trusted companies have been hammered over the past year. Is this genuine business deterioration — or is the market doing what it always eventually does: overreacting, overshooting, and handing patient investors an opportunity?  In Episode 16 of Wealthy + Wise, Andrew Coleman from Teaminvest unpacks PE mean reversion — the mathematical principle that predicted 45 of the ASX 50's biggest moves last year without knowing a single company's name. He puts six of Australia's best-known blue chips through a rigorous analysis to separate genuine value from value traps — and shares where Teaminvest is actively adding to positions right now.  Plus: Teaminvest's Peter Hassarouni returns to answer a viewer question about newly listed KTK (ASX:KTK), the drone manufacturer that doubled on debut. Is the defence thematic worth chasing? Andrew Coleman delivers the value investor's verdict.  Chapters:  00:00 — Introduction 00:55 — Segment 1: PE Mean Reversion — Theory & Framework 10:55 — Segment 2: Six ASX Blue Chips — Head to Head 25:36 — Segment 3: Viewer Q&A — ASX:KTK Drone Manufacturer   Teaminvest believes volatility is not a threat — it's the mechanism that creates opportunity for investors who've done their research. When quality companies reach fair prices, patient capital moves.   Subscribe to Teaminvest Wealth Builders | Visit teaminvest.com.au to learn about membership. 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    33 min

  7. May 20

    Wealthy + Wi$e Ep 12 | The Virtues of Stability: Why Predictable Companies Win Long-Term

    In a world where financial analysts are wrong more than 80% of the time, what's the real edge for a long-term investor? It's not a better crystal ball. It's choosing businesses that are easier to predict.  In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest joins Sanjeev Narendran to explore earnings stability — one of the most powerful and most overlooked ideas in value investing. They move from theory to practice, running real ASX companies including MinRes, NextDC, Bluescope, and Technology One through Teaminvest's Conscious Investor platform to show exactly how stability shapes the confidence you can have in a valuation.  Then JS, a viewer, asks Andrew to apply his own methodology to his own listed company — TIP Group (ASX: TIP). Andrew's honest, transparent answer is a case study in Teaminvest's core belief: that earnings are real, share prices are temporary, and the gap between the two is where patient investors find their greatest opportunities.  Segments: Part 1 — Why Stability Matters | Part 2 — Real Company Comparisons | Part 3 — Viewer Q&A: TIP Group + Stock Special Announcement  Subscribe to Teaminvest Wealth Builders for weekly insights on long-term value investing, ASX analysis, and the Teaminvest methodology.  If this way of thinking about investing resonates, find out if Teaminvest is right for you. Let's start a conversation: https://links.ivorey.io/widget/bookings/teaminvest-15-chat This is a 15-minute conversation to see if Teaminvest makes sense for you -- and for us. There's no pitch. We'll ask you a few questions, you ask us anything you want, and we'll both know by the end whether it's worth going further. 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    26 min

  8. May 18

    Wealthy + Wi$e Ep 13 | 10 ASX Stocks Rated Live: Buy, Hold or Sell?

    This week on Wealthy + Wise, Andrew Coleman and Sanjeev Narendran from Teaminvest do something special: they rate 10 viewer-submitted ASX stocks live using the Conscious Investor platform and the Teaminvest value investing framework.  No broker spin. No hype. Just the three questions that matter: Return on equity, earnings stability, and price relative to fair value.  Stocks covered:  Jumbo Interactive (JIN) — 42% expected return at PE of 12 — BUY XRF Scientific (XRF) — 30% expected return — BUY Ampol (ALD) — ROE of 4%, PE of 64, messy earnings — AVOID Washington H. Soul Pattinson (SOL) — NAV analysis, accounting noise — HOLD Harvey Norman (HVN) — 9.5% per annum, better alternatives exist — SELL/HOLD Cochlear (COH) — 41% price drop, PE now 17.6, PE history is the key debate — NIBBLE Ansell (ANN) — growing below inflation, 30% overpriced — SELL Car Group (CAR) — returns 3.5–13.5% depending on PE assumption — WATCH Codan — wonderful business, PE of 50.8, TI is selling — SELL Qube Holdings (QUB) — high growth, high debt, no moat — AVOID Teaminvest Wealth Builders is built for serious, long-term investors who want to think for themselves.  If this way of thinking about investing resonates, find out if Teaminvest is right for you. Let's start a conversation: https://links.ivorey.io/widget/bookings/teaminvest-15-chat This is a 15-minute conversation to see if Teaminvest makes sense for you -- and for us. There's no pitch. We'll ask you a few questions, you ask us anything you want, and we'll both know by the end whether it's worth going further. 🎧 Available on YouTube, Apple Podcasts and Spotify.  🎙️ Enjoyed this episode?  Don’t forget to subscribe, rate, and leave a review on your favourite podcast platform. It helps us grow and reach more Wealth Builders like you. 💡 More Teaminvest: For more insights into Teaminvest’s disciplined, research-driven approach to investing, visit our website and learn how to become part of our investor community.  Follow us on: LinkedIn | YouTube | Instagram | Facebook 📩  Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

    37 min
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About

Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you. 

Information

  • Creator
    TIP Group / Teaminvest
  • Years Active
    2025 - 2026
  • Episodes
    56
  • Rating
    Clean
  • Copyright
    © 2026 Teaminvest Wealth Builders
  • Show Website
    Teaminvest Wealth Builders

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