Teaminvest Wealth Builders

Bond yields are moving, markets are reacting, and the relationship between the bond market and share prices is back in focus. This week, Isaac Poole (Chief Investment Officer, Ascalon Capital) and Andrew Coleman (Teaminvest) join host Nadine Blayney to explain why. Isaac starts with the risk-free rate, the yield that almost every other asset is priced off, and shows how a higher yield flows into e...

Every investment decision comes down to three choices: buy, hold or sell. Knowing which is which sounds simple. Having the discipline to act on it is the hard part. In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest and Mark Gardner from MPC Markets show how experienced investors work through that decision, and where their views differ. The conversation starts with principles: why e...

The 52-week high is just a number: the highest price a share has traded at over the past year. Yet it has a remarkable hold on investor behaviour. As a stock nears that high, everyday investors rush to sell, and professional investors are often more than happy to buy what they are selling. Nadine Blayney is joined by Andrew Coleman, CEO of Teaminvest, and Andrew Grant, Associate Professor of Finan...

Volatile markets are uncomfortable. But for the right kind of investor, they are also productive. This week, Howard Coleman from Teaminvest and David Walsh from Sarto Advisory get specific about where they are finding value across the ASX right now, what they are avoiding, and why a downturn creates exactly the conditions that disciplined, prepared investors have been waiting for. They share ideas...

What does risk actually mean to a serious investor? Not volatility. Not a falling share price. Real risk is the permanent loss of capital, and knowing how to identify it before you invest is what separates disciplined wealth builders from the crowd.   In this episode, Howard Coleman and Sanjee Narendran share the frameworks Teaminvest's Capital Allocation Team use to evaluate risk across any...

August reporting season delivered more than just earnings results. For the prepared value investor, it delivered opportunity. In this special family edition of Wealthy + Wise, TeamInvest founders Howard Coleman and Andrew Coleman join Anna Napoli to dissect the highs and lows of the August reporting season across the ASX. Their core message is consistent and compelling: when markets over-react to...

What actually separates a genuine long-term opportunity from a story that has run well ahead of the facts? In this episode, Andrew Coleman joins Nadine Blayney to trace why investors are so susceptible to a compelling narrative, drawing on anthropology and the psychology of social proof, before putting the idea to the test against real market history. They walk through the 2001 tech crash and the...

This week's episode goes smaller. With a $1 billion market cap cutoff, Andrew Coleman from Teaminvest and returning guest Richard Hemming from Under the Radar Report work through what reporting season really reveals about the small end of the ASX, the part of the market that rarely gets the scrutiny given to the ASX 50 or ASX 100. The conversation starts with the fundamentals: what a genuine...

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...

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 And...

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 a...

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...

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 defa...

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 expla...

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)...

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 expl...

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 nar...

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...

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 an...

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 d...

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...

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 val...

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 Intera...

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 — a...

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 inves...