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. 6d ago

    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

  2. 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

  3. 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

  4. 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

  5. May 16

    Wealthy + Wi$e Ep 14 | How to Value a Company — And Why Most Investors Get It Wrong

    Most investors learn about DCF and multiples. Very few learn when NOT to use them. In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest and Dean Fergie from Cyan Investment Management go deep on the art and science of valuing companies — and reveal why knowing what you can value is more important than knowing how to value everything.  In Segment 1, they break down DCF vs multiples — and why tiny changes in inputs can swing a company's value by 30–50%.  In Segment 2, they go stock-specific on Raise, Woolworths, CSL, Alcidean, and Life360 — with Andrew running live DCF scenarios that explain why CSL looks like a screaming buy at current prices, and why Woolworths is much harder to pin down than you'd think.  In Segment 3, they answer a viewer question on JB Hi-Fi — a wonderful, stable business, but one that Andrew puts firmly on 'hold' until the price is right.  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

    43 min

  6. May 14

    Wealthy & Wi$e Ep 15: Investing in Defence Stocks: What Value Investors actually look for

    Defence is one of the most talked-about investment themes of the past two years. But are defence stocks actually good investments right now — or are you just buying into a news cycle at exactly the wrong price? In Episode 15 of Wealthy + Wi$e, Nadine Blaney is joined by Teaminvest's Andrew Coleman and defence sector specialist Peter Hasverney for a full-length deep dive into the defence investment landscape — global and local. In this episode, we cover:  How the defence industry actually works: primes, sustainment contracts, scope creep, and the ESG questionHead to head across the global defence giants: Lockheed, BAE, Raytheon, Thales, Northrop, Palantir, L3Harris, Codan, DroneShield, and moreViewer Q&A: Is Macmillan Shakespeare worth buying? Whether you already hold defence stocks or you're watching from a safe distance, this episode gives you the analytical framework to cut through the hype and invest with your head, not the headlines. 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

    40 min

  7. May 8

    Wealthy + Wi$e Ep 11 | What Executive Pay Really Tells You as an Investor

    Most investors skim the remuneration report. The smart ones read it first.  In Episode 11 of Wealthy + Wise, Teaminvest's Howard Coleman and Sanjeev Narendran are joined by Rachel Waterhouse, CEO of the Australian Shareholders Association, for a deep dive into what executive pay structures really reveal about a company — its priorities, its culture, and its likely future returns.  They unpack why a complex remuneration plan is a red flag (not a sign of sophistication), how to spot misalignment between what the chairman's report says and what the REM report actually incentivises, why total profit bonuses drive value-destroying acquisitions, and how incentivising share price can mask businesses that never make a profit.  Howard and Sanjeev also answer a viewer question about Accent Group — a company Teaminvest once rated highly — explaining what the departure of key board members signalled, and why ongoing monitoring of your portfolio matters as much as the original investment decision.  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

    38 min

  8. Apr 12

    Wealthy + Wi$e Ep 10 | Earnings vs sentiment

    In this episode of Wealthy & Wise, we look at what drives share prices and returns. We break down the relationship between earnings, sentiment and returns, and what it means for investors trying to build long-term wealth. Teaminvest's Andrew Coleman and Sanjee Narendran walk us through their Conscious Investor platform for a deep dive into how to spot a winner and when to bail out by assessing earnings and share price. They look at where price and earnings are aligned, where they diverge and what that means for investors. Their thesis is a simple framework: share prices are driven by two components – earnings per share and price-to-earnings (PE) ratio – and this is what value investors should focus on. Stocks discussed: Visa, Mader Group, Bapcor, KMD Brands, Tesla, BlueScope Steel, Next DC, Smartgroup, Technology One, Pro Medicus, Jumbo Interactive, CSL, Data#3, Clinuvel Pharmaceuticals, Codan. 🎧 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
    52
  • Rating
    Clean
  • Copyright
    © 2026 Teaminvest Wealth Builders
  • Show Website
    Teaminvest Wealth Builders

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