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 every investment approach is really a judgement about value, how emotional attachment to a company or to the price paid clouds selling decisions, and how trimming a position can keep emotion in check. Mark draws on years of training and funding traders to explain why a partial sale is often easier to stick to than an all-or-nothing one. Andrew also makes the case that there is no prize for the best returns in the market, only for building wealth at a rate and risk level that suits you.

Next, both guests apply a buy, hold or sell lens to three areas of the market: consumer retail, data centre and electrical infrastructure, and businesses linked to the AI boom. They compare growth, moats, debt, management and price, ask whether a business is growing or shrinking, and explain why they sometimes land in different places from the same data.

The episode ends with a viewer question from Roger in Sydney on how to gain exposure to a crowded theme like AI without being burned if the hype fades. The answers cover business quality, position sizing and patience.

•      00:00:00 Welcome: three big forces in the market and the buy, hold, sell exercise

•      00:01:31 Why no one has a perfect crystal ball, and why that matters

•      00:03:06 Every investor is a value investor: price versus value

•      00:03:58 Is selling the hardest discipline to learn?

•      00:05:03 Looking at a holding clean, without the rosy past

•      00:05:36 Trimming instead of selling: a trick from a trading floor

•      00:07:17 The goal is your wealth, not the best returns in the market

•      00:08:42 How to get into a theme like AI without overpaying

•      00:09:37 Do your research before the exam

•      00:10:58 Head to head, round one: consumer retail

•      00:19:56 Round two: data centre and electrical infrastructure

•      00:28:08 Round three: the AI boom and its wildcards

•      00:38:44 Viewer question from Roger in Sydney

•      00:41:38 Position sizing and portfolio management

•      00:45:42 Wrap-up

Subscribe, leave a review, and send your questions to [email protected]. Learn more about value investing at teaminvest.com.au 🎧 Available on [YouTube](https://youtube.com/@teaminvest2007?si=Du-CVL6yVR40ZryF), [Apple Podcasts](https://podcasts.apple.com/au/podcast/teaminvest-wealth-builders/id1811489508) and [Spotify](https://open.spotify.com/show/71dSg1DgpesFF5TcaUsM1j?si=ade33c5f74bb4208).

🎙️ 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](https://www.teaminvest.com.au/) and learn how to become part of our investor community.

Follow us on: [LinkedIn](https://www.linkedin.com/company/teaminvestaus) | [YouTube](https://youtube.com/@teaminvest2007) | [Instagram](https://www.instagram.com/teaminvest_aus) | [Facebook](https://www.facebook.com/teaminvestaus)

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 Finance at the University of Sydney, who researches the psychology of household investment decisions and the biases that separate individual investors from institutions.

 They explore why anchoring on the price you paid distorts judgement, how the disposition effect pushes investors to sell winners early and cling to losers, and why a trading platform that shows your purchase price every time you log in may be doing you no favours. Andrew Coleman sets out a better approach: anchor on intrinsic value or, at the very least, the PE ratio, rather than an arbitrary 12-month window.

The conversation then moves from theory to practice, looking at AMP, Data#3, Lycopodium and Codan through 10-year earnings and PE charts to show how a little digging separates rising earnings from rising sentiment. Andrew Coleman also explains why the market is really just an auction, and why heavy volume rarely means the market knows something you don't.

To finish, viewer Sarah from the Gold Coast asks whether waiting for a pullback that never comes is costing her money.

 General information only, not personal financial advice. Teaminvest Pty Ltd (AFSL 334339).

Segment outline
•      00:00:00 Welcome and the big question: why does a new high make investors want to sell?

•      00:01:11 Guests introduced: Andrew Coleman (Teaminvest) and Associate Professor Andrew Grant (University of Sydney)

•      00:01:48 Anchoring, heuristics and the gap between the rational actor and the human investor

•      00:03:38 The disposition effect and "get-even-itis"

•      00:05:25 "We're still monkeys": scarcity instincts and locking in gains

•      00:08:35 Is selling at a fresh high always a mistake?

•      00:09:56 Don't water the weeds and cut the flowers

•      00:11:10 "No one ever went broke taking a profit" and the real opportunity cost

•      00:12:46 Dividends, purpose and thinking about the whole portfolio

•      00:14:12 Theory to practice: AMP, Data#3, Lycopodium and Codan on 10-year charts

•      00:17:34 Why knowledge only compounds in one direction

•      00:24:07 The market is just an auction, and 74% of ASX volume is passive

•      00:28:37 Selling isn't wrong. Selling for the wrong reason is.

•      00:29:24 Viewer question: Sarah from the Gold Coast on missing the boat

•      00:32:04 Wrap-up

Subscribe, leave a review, and send your questions to [email protected]. Learn more about value investing at teaminvest.com.au 🎧 Available on [YouTube](https://youtube.com/@teaminvest2007?si=Du-CVL6yVR40ZryF), [Apple Podcasts](https://podcasts.apple.com/au/podcast/teaminvest-wealth-builders/id1811489508) and [Spotify](https://open.spotify.com/show/71dSg1DgpesFF5TcaUsM1j?si=ade33c5f74bb4208).

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Follow us on: [LinkedIn](https://www.linkedin.com/company/teaminvestaus) | [YouTube](https://youtube.com/@teaminvest2007) | [Instagram](https://www.instagram.com/teaminvest_aus) | [Facebook](https://www.facebook.com/teaminvestaus)

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 across the market cap spectrum, discuss the counterintuitive logic behind some of their most interesting selections, and Howard offers a historical perspective on investor fear that reframes the current climate in a way only experience can.

Key moments this episode:

00:00 Introduction and why volatile markets demand attention, not avoidance

01:22 Panel introductions: Howard Coleman (Teaminvest) and David Walsh (Sarto Advisory)

02:27 David's read on equity markets: AI winners vs losers, reallocation thinking

03:30 Howard on why net buyers of shares actually prefer lower prices

05:20 The Teaminvest model: 750 members researching fewer than 100 companies

07:59 Why research depth changes the quality of decisions during volatility

10:49 AI, safety regulation, and what it could mean for growth projections

12:49 Howard's generational view: every era has its appointed apocalypse

17:01 David on Propel Funeral Partners: down 43%, 5%+ fully franked yield

20:56 David on PEXA Group: monopoly infrastructure with a regulatory overhang

23:27 Howard on Cedarwoods Properties: P/E of 8, 6% dividend yield, 31% debt to equity

26:34 Howard on CreditCorp: counter-cyclical earnings growing as the economy slows

28:38 David on SGH Limited: patient capital aligned with quality operators

31:45 CSL: great business, roughly fair value, and why that still matters

Subscribe, leave a review, and send your questions to [email protected]. Learn more about value investing at teaminvest.com.au

 🎧 Available on YouTube, Apple Podcasts and Spotify.

 🎙️ Enjoyed this episode?

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Visit our website and learn how to become part of our investor community.

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 business. They begin with the simplest filter: does the company make a profit? From there, the conversation moves into balance sheet strength, circle of competence, and how to rate individual risks by both their likelihood and their potential damage to your capital.
 
Three companies go under the microscope: Star Entertainment, Ingenia Communities, and Bubs Australia, each representing a distinct category of risk. The analysis is brisk, practical, and demonstrates precisely how Conscious Investors eliminate poor candidates before spending time on deeper research.
 
The episode closes with a thoughtful viewer question from Sarah in Melbourne on distinguishing a genuinely risky business from one simply having a rough year. The CSL and ARB Corporation examples bring the answer to life.
 
 KEY MOMENTS:
 - 00:00 Redefining risk: permanent loss, not price movement
 - 02:31 Why unprofitable businesses are an easy elimination
 - 04:52 The biggest risk: investing in what you don't understand
 - 09:17 Rating risks by likelihood AND damage separately
 - 12:00 The Woolworths checkout vs. the BP oil rig: a risk comparison
 - 15:56 Debt, the balance sheet, and the Bathlor administration case
 - 18:30 How much diversification is actually enough?
 - 20:03 Star Entertainment: an easy knock-out
 - 20:50 Ingenia Communities: mediocre metrics and a regulated market
 - 23:49 Bubs Australia: the customer retention problem
 - 27:58 Viewer Q&A: Sarah from Melbourne
 - 30:53 Pre-deciding your actions before a risk triggers
 
 Subscribe, leave a review, and send your questions to [email protected]. 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:
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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 results, good or bad, a prepared investor does not panic. They plan.

Howard and Andrew explain why their reporting season scorecard sits at 8 out of 10 this year, how the bipolar nature of markets creates genuine buying opportunities twice a year, and why the share price that falls after a strong result is often the most valuable signal of all.

They compare a decade of earnings data across Australia's largest retailers, examine three headline-making results through the Conscious Investor framework, and take a viewer question that cuts straight to the heart of reporting season strategy.

 Key Segments and Timestamps:

•  00:52  Reporting season scorecard: 8 out of 10

•  02:00  How value investors prepare before results arrive

•  05:30  Why strong results still send share prices lower

•  10:00  Reading the earnings chart: BHP vs Data#3

•  15:00  The split consumer economy and second-order thinking

•  20:00  Ten years of retail earnings: JB Hi-Fi vs Harvey Norman

•  26:00  Head-to-head: ProMedicus at a PE of 130

•  28:30  Head-to-head: WiseTech's acquisition-driven growth

•  32:00  Head-to-head: ResMed and the GLP-1 opportunity

•  35:00  AI and the SaaS sector: who benefits and who doesn't

•  38:00  Viewer Q&A: Rob from Adelaide asks the best question of the season

 Subscribe, leave a review, and send your questions to [email protected]. Learn more about value investing at teaminvest.com.au

🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 surprising list of its "biggest losers", including Cisco, Microsoft and a then-tiny company called Nvidia, then turn the same lens on the green energy transition and the wild mispricing of Whitehaven Coal during 2022. Andrew explains the simple test a patient investor can use to check whether sentiment has outrun fundamentals, and applies the same thinking to today's AI theme. The episode closes with a viewer question from Bronte on Teaminvest holding Data3.

SEGMENT OUTLINE

•     00:00 - Why stories are so persuasive to investors

•     00:53 - The anthropology and psychology behind believing a good story

•     03:00 - When a compelling story starts to outrun the fundamentals

•     05:00 - The emotive-language test and comparing today's PE ratio to history

•     08:40 - Head to head: the 2001 tech crash (Cisco, Microsoft, Nvidia, Michael Saylor)

•     16:23 - Head to head: the green transition and Whitehaven Coal

•     20:35 - Applying the same test to the AI theme

•     24:07 - Viewer question from Bronte: Andrew on Data3's result

Subscribe, leave a review, and send your questions to [email protected]. 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.

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 margin of safety looks like on a small cap balance sheet, why founder-led management can be a strength and a risk in the same result, and why this reporting season is showing a market that has become far less forgiving of companies that can't answer the question, what have you done for me lately.

From there, Andrew and Richard go head to head on a run of results, including a founder-led furniture retailer working through the costs of an offshore expansion, a construction business with a genuine Olympic infrastructure tailwind, and a healthcare device business still waiting on its next big product to clear the line. Andrew also shares his first reaction to CSL's result, and why he thinks the market's initial verdict missed the point entirely.

The episode closes with a viewer question from Sid, following on from last week's Credit Corp discussion, on whether learning from mistakes is a genuine competitive advantage. Andrew's answer covers the three things every investor and every business has access to that compound over time, and why only one of them can only ever compound upward.

●        00:00 — Welcome, and why this week goes smaller: the sub-$1 billion focus

●        01:06 — Richard Hemming from Under the Radar Report joins the panel

●        02:38 — What Richard looks for first in a small cap result: margin of safety

●        05:14 — The K-shaped market, and why this reporting season is more idiosyncratic

●        07:25 — Buffett's first rule of investing, and why small caps raise the stakes on it

●        09:06 — Comparing two retail results under the same discretionary spending pressure

●        14:16 — A founder-led furniture retailer: why Teaminvest exited a long-held position

●        16:23 — A small industrial name with a genuine Olympic infrastructure tailwind

●        21:11 — A healthcare device maker still waiting on its next big product launch

●        24:34 — CSL's result, and why the market's first reaction missed the story

●        29:58 — Voting machine versus weighing machine: Benjamin Graham's lesson revisited

●        31:24 — Viewer question: is learning from your mistakes a competitive advantage?

Subscribe, leave a review, and send your questions to [email protected]. Learn more about value investing at teaminvest.com.au

🎧 Available on YouTube, Apple Podcasts and Spotify.

🎙️ Enjoyed this episode?

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

🎙️ Enjoyed this episode? 

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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 [email protected]. Learn more about value investing at teaminvest.com.au

 🎧 Available on YouTube, Apple Podcasts and Spotify.

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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 [email protected]. Learn more about value investing at teaminvest.com.au

🎧 Available on YouTube, Apple Podcasts and Spotify.

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🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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. 

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