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. 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 marketing@tipgroup.com.au

    37 min

  2. APR 10

    Wealthy + Wi$e Ep 9 | Inflation and value investing

    Inflation is back on the agenda, but are you treating it as noise, or a core part of your portfolio strategy as a value investor? This episode of Wealthy & Wise looks at how rising prices may reshape returns for investors, which sectors cope best, and which sectors to avoid. Because not all companies are created equal when costs are rising. We hear from Andrew Coleman from Teaminvest, economist My Bui from AMP and John Birkhold from TWC Invest. Jumbo Interactive (ASX:JIN), REA Group (ASX:REA) and Carsales (ASX:CAR) are cited as examples of businesses whose fees rise with transaction values, making them potential inflation beneficiaries. On the risk side, the danger zones in an inflationary, higher‑rate environment include fixed‑price contractors and REITs such as Stockland (ASX:SGP), Charter Hall (ASX:CHC), Goodman Group (ASX:GMG) and engineering firm Worley (ASX:WOR); highly competitive retailers like Harvey Norman (ASX:HVN); regulated players including AGL Energy (ASX:AGL), Origin Energy (ASX:ORG), IAG (ASX:IAG), Suncorp (ASX:SUN) and QBE Insurance (ASX:QBE); cyclical exposures such as the major banks and unprofitable, debt‑laden companies facing rising funding and capex costs. 🎧 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 marketing@tipgroup.com.au

    38 min

  3. MAR 26

    Wealthy + Wi$e Ep 8 | Flow versus fundamentals

    Markets are meant to reflect company fundamentals, but what if prices are increasingly being driven by something else? In this episode of Wealthy & Wise, we hear how the rise of structural forces like passive investing, index funds and algorithmic trading are shaping and sometimes distorting the market. We hear from Teaminvest's Andrew Coleman, Mark LaMonica from Morningstar, and Angus Geddes from Fat Prophets. Andrew Coleman says passive investing has been both an evolution and a distortion, and he points to the "index effect" where index returns offer premiums compared to the rest of the market, but which are unsustainable. Passive investing has delivered benefits including low-cost and diversified exposure, often outperforming active fund managers. However, it also contributes to problems like inefficient capital allocation, bigger bubbles and crashes, and more volatility. So what can value investors do? While short-term market movements may be driven more by flows and sentiment, long-term returns still depend on fundamentals. Our experts say focus on strong businesses, avoid crowded trades, and take advantage of mispriced opportunities, especially in less-followed areas of the market. 🎧 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 marketing@tipgroup.com.au

    38 min

  4. MAR 19

    Wealthy + Wi$e Ep 7 | Megatrends, Market Hype and How Value Investors Avoid Overpaying

    In this episode of Wealthy and Wise, Nadine is joined by Andrew Coleman from Team Invest and Ryan Joyce from Magellan to unpack one of the biggest themes in investing right now: megatrends. From artificial intelligence and electrification to ageing populations and digital transformation, megatrends can reshape industries and create enormous long-term growth. But they can also tempt investors to overpay for exciting stories. This episode explores how value investors can think clearly about powerful long-term themes without getting swept up in hype, why market sentiment often overshoots reality, and how patience can create better investment opportunities. In this episode: What a megatrend actually is from an investment perspectiveWhy investors are naturally drawn to big growth narrativesThe difference between a real long-term trend and short-term market hypeHow the Gartner hype cycle helps explain investor behaviourWhy markets often price megatrends too quicklyThe role of quality businesses in capturing long-term thematic growthHow megatrends can create winners while disrupting incumbentsWhy value investors should focus on price, patience and business qualityWhat sector rotation tells us about sentiment and valuationWhy buying into a hot trend at a high PE can still lead to poor returnsViewer Q&A: Is it reasonable to feel FOMO after missing gold or BHP’s run?Key themes discussed: Artificial intelligenceElectrificationAgeing populationsDigital transformationMarket sentimentMean reversionValuation disciplineLong-term investingTimestamps: 00:00 – Introduction: What are megatrends? 01:30 – Defining a megatrend and why investors care 05:00 – Why markets are drawn to powerful narratives 08:30 – The mismatch between megatrends and valuation 12:00 – The Gartner hype cycle and investor psychology 16:00 – Looking for enablers, not just headline stocks 20:00 – Disruption risk and company-by-company analysis 25:00 – How value investors think about megatrends 30:00 – Sector leadership changes and market sentiment 36:00 – Why low-PE quality stocks often outperform 42:00 – Mean reversion explained simply 46:00 – Viewer question: Missing out on gold and BHP *Partner content 🎧 Available on YouTube, 🎧 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 marketing@tipgroup.com.au

    32 min

  5. MAR 12

    Wealthy + Wi$e Ep 6 | Dogs, Unicorns & the Pursuit of Value

    In this episode, we once again showcase Wealthy + Wi$e, our collaboration with ausbiz. We look at whether you really can pick "unicorns". The challenge is that unicorns are only obvious in hindsight, but dogs are easier to identify early. A unicorn is a company that gives extraordinary long term returns, but you usually only realise it's a unicorn down the track. But dogs are easier to spot. The warning signs include companies that have never made a profit, shrinking earnings, too much debt, and management with a track record of poor or unethical decisions, or illegal activity. Star Entertainment is a case in point. And there are more dogs than you think. In fact, more than half of the companies on the ASX are loss making. We hear from Teaminvest's Andrew Coleman, Brian Han from Morningstar, and Marc Whittaker from IML. Their advice is to avoid dogs and don't chase unicorns, because avoiding bad companies is easier than finding stars. They tell us who they see as dogs and who they see as unicorns among these stocks: Myer (ASX:MYR) , EML (ASX:EML), Star (ASX:SGR), Healius (ASX:HLS), TechnologyOne (ASX:TNE), REA Group (ASX:REA), Cleanaway (ASX:CWY), and Jumbo (ASX:JIN). *Partner content 🎧 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 marketing@tipgroup.com.au

    47 min

  6. MAR 5

    Wealthy + Wi$e Ep 5 | Mispriced or Misunderstood? A Value View on Results

    In this episode of Wealthy & Wise, the team takes a look at reporting season through the lens of a value investor. We hear from Teaminvest's Howard Coleman and Sanjee Narendran. And The Motley Fool's Scott Phillips gives his take on reporting season winners and losers. The Teaminvest approach to reporting season is to focus on a narrow list. Rather than tracking thousands of companies, they focus on 30 to 50 businesses they understand deeply. They chose price over panic by using volatility to their advantage. By calculating a required rate of return in advance, Teaminvest sets target prices. If a stock's price drops because of market overreaction, they buy more. And they prioritise how a business will perform over the next five years, rather than the next five days. And another Teaminvest strategy is the importance of not deploying your capital too early. Because many opportunities appear through the reporting window, there is value in spreading out purchases to capitalise on late season bargains. Companies discussed include JB HIFI (ASX: JBH), Wesfarmers (ASX:WES), Coles (ASX: COL), Woolworths (ASX: WOW), Monadelphous (ASX: MND), Codan (ASX: CDN), and Data#3 (ASX: DTL). *Partner content 🎧 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 marketing@tipgroup.com.au

    41 min

  7. FEB 26

    Wealthy + Wi$e Ep 4 | The Diversification Trap

    Diversification is one of investing's most repeated mantras, but are you doing it right? In this episode of Wealthy & Wise, we sit down with Andrew Coleman from Teaminvest, David Sokulsky from Carrara Capital, and Rob Gilmore from Wealth Simplicity to cut through the theory and get practical on one of investing's most misunderstood concepts. From Markowitz's 1950s mean-variance framework to real-world portfolio construction, the panel unpacks the difference between market risk and company-specific risk, why correlation matters more than the number of stocks you hold, and whether 20 well-chosen companies can outperform a bloated 50-stock portfolio. They also tackle the questions investors actually wrestle with: Can you be fully diversified within Australian equities alone? When does diversification start destroying returns? And how does your personal circle of competence determine how concentrated your portfolio should be? Plus, a viewer question on the eternal dilemma... when exactly do you pull the trigger on buying or selling a stock? Whether you're a seasoned value investor or building your first portfolio, this episode will challenge how you think about risk. *Partner content 🎧 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 marketing@tipgroup.com.au

    42 min

  8. FEB 18

    Wealthy + Wi$e Ep 3 | Value & Volatility

    Volatility is one of the most misunderstood concepts in investing. It’s often treated as synonymous with risk... but is that really true? In Episode 3 of Wealthy & Wise, we unpack what volatility actually measures, why markets react so sharply to deviations from expectations, and whether price swings always signal danger. From an academic lens, we explore how volatility is calculated, why finance theory treats upside and downside surprises the same way, and how incentives — from executive pay structures to fund manager performance pressure and passive flows — can amplify market swings. But theory is only half the story. In our Head-to-Head segment, the debate turns practical. Andrew Coleman of Teaminvest argues that not all volatility is created equal: volatility of earnings destroys value, while volatility of price can create opportunity. Through real stock examples — including Coles (ASX: COL), Bapcor (ASX: BAP), Data#3 (ASX:DTL) and TechnologyOne (ASX: TNE) — we examine when stable earnings paired with volatile prices can offer disciplined investors an edge, and when seemingly “safe” stocks may hide fundamental risk. The episode challenges a simple but powerful assumption: should investors fear volatility — or learn to interpret it better? If markets feel unpredictable right now, this conversation will help you distinguish between noise and genuine risk — and think differently about what volatility means for your portfolio. *Partner content 🎧 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 marketing@tipgroup.com.au

    46 min
See All (45)

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
    45
  • Rating
    Clean
  • Copyright
    © 2026 Teaminvest Wealth Builders
  • Show Website
    Teaminvest Wealth Builders

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