Teaminvest Wealth Builders

TIP Group / Teaminvest

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. Aug 12

    The Real Reason Good Stocks Get Punished | Wealthy+Wise Ep28

    If this way of thinking about investing resonates, find out if Teaminvest is right for you. https://teaminvest.com.au/start-ytb?utm_source=youtube&utm_medium=organic&utm_campaign=wealthy-wise&utm_content=stocks-get-punished Reporting season puts every listed company under the microscope, but the share price on the day often has more to do with expectations than results. In this episode of Wealthy + Wise, host Nadine Blayney sits down with Teaminvest's Kevin Robinson to explore why a record profit can send a share price tumbling, why a disappointing result can occasionally send it soaring, and how a patient investor separates the signal from the noise.  Kevin walks through his personal preparation checklist for reporting season, understanding a company's key risks and moats before the numbers land, watching the CEO and chairman's commentary for what it reveals about management, and staying alert to the cognitive biases (herd thinking, false precision, fear of making mistakes) that derail good decisions when a price moves sharply. Then, in Head to Head, Kevin and Nadine work through three results already on the table this season — Credit Corp Group, REA Group and Nick Scali; unpacking what the market was really reacting to in each case. The episode closes with a viewer question on whether profit or dividend should matter more to an income-focused investor. In this episode: ●      00:00 Introduction — why reporting season matters ●      01:19 What reporting season really tells a value investor ●      06:17 Managing cognitive bias during reporting season ●      11:08 Market expectations vs your own expectations ●      12:21 Buffett's warning: don't fall in love with a company ●      14:57 Head to Head: Credit Corp Group ●      18:54 Head to Head: REA Group ●      24:08 Head to Head: Nick Scali ●      32:03 Viewer question: profit or dividend? 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

  2. Aug 5

    Sectors vs Great Businesses | Wealthy+Wise Ep27

    Should investors think in sectors at all? Banks, miners, healthcare, tech — the labels dominate market commentary, but this week's episode asks whether they deserve a place in your decision-making, or whether long-term returns are driven by one thing only: the quality of the underlying business. Host Nadine Blayney referees a genuine head-to-head between Sanjee Narendran of Teaminvest and Andrew Whiteland of DP Wealth Advisory. Sanjee makes the patient investor's case: ignore the labels, find businesses that will be materially larger in five, ten and twenty years, and — crucially — spend your energy identifying and removing the “dogs” rather than hunting unicorns. Andrew brings the ETF perspective and the case for a low-cost core — while conceding that buying the basket means accepting it exactly as it comes, concentration, averages and all. The pair then stress-test their frameworks on real ASX businesses — a small engineering company serving the mining sector, and one of Australia's best-known healthcare names now trading under a cloud — before Sanjee answers viewer Meg's question about the one result Teaminvest is watching most closely this reporting season, and why the 18th of August is circled on the calendar. If you've ever wondered whether you need exposure to every sector, or whether a few outstanding businesses held patiently will do the heavy lifting, this is the episode. Segment outline •   00:00 — Do sectors matter, or only businesses? •   03:01 — The patient investor's case for ignoring labels •   05:41 — What ETFs solve — and what they average away •   11:02 — “A lot more data on losers”: the case for kicking out the dogs •   16:52 — Head to head on real ASX businesses •   21:20 — Fishing in the small pond with the best fish •   29:50 — Do it yourself, do it with a team, or get advice •   31:32 — Viewer Q&A: the result Teaminvest is watching this reporting season   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

  3. Jul 29

    Your winning stock could be your biggest risk | Wealthy + Wise Ep 26

    Every portfolio drifts. Winners grow into an outsized share of what you own, and losers quietly shrink away — so at what point does that drift become a risk worth managing? In this episode of Wealthy + Wise, Howard Coleman and David Lane (Focus Partners Australia) sit down to work through portfolio rebalancing: what it is, when value investors reach for it, and why the answer is rarely as simple as "sell what's gone up." They walk through two scenarios every long-term investor eventually faces — a quality business that's grown to 30–50% of a portfolio, and the opposite case, where a former high-flyer has sold off and now looks better value. Along the way: why knowing fewer companies well beats following thousands loosely, why a quarterly review doesn't have to mean quarterly changes, and a candid answer to a viewer's question about buying into reporting season. If this way of thinking about investing resonates, find out if Teaminvest is right for you. https://teaminvest.com.au/?utm_source=youtube&utm_medium=video&utm_campaign=wealthy-wise-ep26&utm_content=podcast-full-episode 🎧 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

  4. Jul 22

    Small Caps Under the Microscope | Wealthy + Wise Ep25

    What actually separates a genuine small-cap opportunity from a hyped-up story stock? This week, host Nadine Blayney is joined by Sanjee Narendran (Teaminvest) and Nick Cummings (InvestSmart) to apply a disciplined, value-based lens to the smaller end of the ASX. The conversation starts with the fundamentals: why management alignment and incentive design matter even more in small caps, how to spot an overly promotional presentation, why capital raisings and dilution deserve scrutiny, and why a credible path to profitability beats a promised one. Then it's Head to Head: five small caps — Judo Bank, Cuscal, Guzman & Gomez, Hansen Technologies and XRF Scientific — are assessed one by one against the same framework. Some hold up. Some don't. The reasoning behind each call is the real value of the segment. Segments & Key Moments ●      00:00 — Welcome and episode introduction ●      00:00–14:47 — What value investors look for in small caps: management, incentives, presentations, dilution, profitability, dividends and sector considerations ●      15:35 — Head to Head begins: five small caps under the microscope ●      15:35 — Judo Bank (JDO) ●      18:15 — Cuscal (CCL) ●      23:37 — Guzman & Gomez (GYG) ●      26:44 — Hansen Technologies (HSN) ●      29:17 — XRF Scientific (XRF) ●      36:20 — Wrap-up and close Subscribe, leave a review, and send your questions to info@teaminvest.com.au. Learn more about value investing at teaminvest.com.au 🎙️ 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. 🎧 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

  5. Jul 15

    Invert, Always Invert: Finding the Risks Great Investors Miss | Wealthy+Wise Ep24

    Most investors spend their time asking one question: what should I buy? Charlie Munger thought there was a better one — what should I avoid? This week, Howard Coleman (Team Invest) and Mark Humphrey-Jenner (University of New South Wales) sit down to explore inversion: the discipline of deliberately asking what could go wrong before asking what could go right. Howard and Mark unpack why humans default to first-order thinking, how the Team Invest process scores risks for likelihood and impact, and why an IPO is best read as a marketing document rather than an opportunity. They also draw a careful parallel between today's AI enthusiasm and past technology cycles — without dismissing AI outright, since some of it will make genuine money and some of it won't. In the second half, Howard puts four familiar ASX names through the inversion test: Cochlear's capital allocation missteps, ProMedicus's price-to-earnings blowout, QBE's insurance economics, and NEXTDC's capital-intensive, low-moat business model. Wonderful businesses, in some cases — but wonderful businesses bought at the wrong price, or run by the wrong capital allocators, can still be poor investments. SEGMENT OUTLINE 00:00 – Welcome and introducing inversion 03:20 – Second-order thinking, portfolio optimisation, and budgeting 06:17 – Emotion, confirmation bias, and market cycles 09:58 – IPOs as marketing documents 11:16 – Inversion across asset classes, and the AI parallel 14:55 – Why value investors aren't pessimists 21:16 – Stock case studies: Cochlear, ProMedicus, QBE, NEXTDC 29:41 – Wrap-up Subscribe, leave a review, and send your questions to info@teaminvest.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

  6. Jul 8

    Boring Won: FY26’s Real Winners and What FY27 Means for You | Wealthy + Wise Ep23

    A year ago, every conversation about the market started the same way: technology, healthcare and consumer names were where the money was going to be made. FY26 had other plans. Nadine Blayney is joined by Andrew Coleman (Teaminvest) and Sean Hickman (Market Matters) to unpack FY26’s real winners — utilities, industrials and materials — while last year’s darlings gave back their gains. Andrew explains why the market has “an incredible habit of making the best performers one year, the worst the next,” and why waiting roughly 18 months before reacting to a hot theme is one of the most reliable disciplines a patient investor can practise. The pair test three of FY26’s biggest individual movers — BHP, 4DX and Woolworths — against the question that matters most: is the gain backed by earnings, or is it sentiment doing the heavy lifting? CSL’s 35% rally in a single month becomes the case study for the difference. Sean shares a new-guest perspective from a top-down, sector-first process, including where Market Matters sees genuine value heading into FY27 — and a high-conviction, high-volatility pick in the uranium space that both hosts agree is a sentiment trade, not an earnings one. Plus, this week’s viewer question from Walter: is the iShares Global 100 ETF the smartest way to get exposure to the Magnificent Seven? Wealthy + Wise is your guide to patient, evidence-led investing, powered by Teaminvest. This is general information only — not personal financial advice. Teaminvest holds 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

  7. Jul 1

    US Big Tech: Bargain or Bubble? Apple, Nvidia, Alphabet, Amazon & Micron | Wealthy+Wise Ep22

    US markets have been treated as the world's growth engine for years. But with mega-cap tech stretched, private market excess creeping into public valuations, and a growing chorus of bubble warnings, is the US still the safest place to grow capital — or the most dangerous place to misprice risk? This week, host Nadine Blayney is joined by Andrew Coleman (Teaminvest) and Kai Chen (MPC Markets) to unpack the tension between fundamentals and narrative in the US market, before going head-to-head on five of the world's most valuable companies: Apple, Nvidia, Alphabet, Amazon and Micron. The conversation covers economic moats, margin durability, capital expenditure risk, and the discipline of knowing what you don't know. Plus, a viewer question on REITs. EPISODE OUTLINE •        0:33 — Why the ‘K-shaped’ US market is dividing winners from the rest •        5:32 — The auction analogy: why crowded trades rarely favour value investors •        9:15 — MPC Markets' framework for paying up on momentum •        12:54 — Head to head: Apple's 34x PE and declining innovation •        17:31 — Nvidia's extraordinary margins — and why Teaminvest sold •        23:52 — Alphabet: the market's on-again, off-again favourite •        28:28 — Amazon's US$200 billion capex bet and rising debt-to-equity •        31:56 — Micron: supply squeeze or new normal? •        37:56 — Viewer question: What does Teaminvest think of REITs?   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. 📩 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

  8. Jun 24

    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

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.