For long-term value investors, great businesses are built by people — and poor management can destroy even the strongest businesses.

In this episode, Kerry Fleming and Andrew Coleman explain why assessing company management is one of the most important — and most underestimated — parts of disciplined investing. Rather than relying solely on numbers, this discussion focuses on leadership behaviour, incentives, decision-making, and the human factors that drive long-term outcomes.

Using real-world case studies and a practical evaluation framework, this episode shows how value investors identify red flags early, avoid costly mistakes, and build conviction in businesses led by capable, trustworthy management teams.

What you'll learn in this episode:

• Why management quality matters as much as valuation for long-term investors
• The behavioural traits that often signal poor leadership 
• Common red flags hidden in remuneration reports and board decisions
• Lessons from real-world corporate failures and successes
• How disciplined investors use structured checklists and collective insight
• The qualities that consistently define great company management

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Company management • Business Quality • Leadership assessment • Risk management

Timestamps:

00:00 – Why management is critical
03:00 – The human side of business
08:00 – What to look for: honesty, capability, and hard work
15:00 – Case studies: big failures and why they matter
29:00 – Red flags in real time
35:00 – What makes management great?
42:00 – Using the wisdom of the crowd
45:00 – Takeaways & next steps

🎧 Available on YouTube, Apple Podcasts and Spotify. 

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How do you ensure your wealth lasts — not just for your children, but for generations to come? In this episode, Kerry Fleming sits down with Andrew Coleman to unpack the real-world strategies, mindset, and education needed for successful intergenerational wealth transfer.

Discover why most families fail to plan, how compounding can transform your legacy, and the crucial roles of education and culture in preserving family wealth. Whether you’re a parent, grandparent, or thinking about your own estate, this episode delivers practical, actionable insights you won’t want to miss.

What you'll learn in this episode:

• Why intergenerational wealth transfer matters (and why most families don’t plan)
• The three things that truly compound across generations: wealth, culture, education
• How to use compounding and smart investing to create a lasting legacy
• Real numbers: What a $3M estate can do over 20 years (term deposit vs. index fund vs. active investing)
• The hidden risks of not educating heirs and the dangers of “sharks” and poor planning
• How to start the legacy conversation with your family

Timestamps:

00:00 – Introduction: Why legacy matters
05:00 – Wealth, culture, and education: the three pillars
12:00 – What happens without a plan
17:00 – The magic of compounding
23:00 – Real-world examples & numbers
30:00 – Education as the ultimate safeguard
35:00 – How to start the legacy conversation
38:00 – Teaminvest resources for families

🎧 Available on YouTube, Apple Podcasts and Spotify. 

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💡 More Teaminvest:

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Market bubbles are a recurring feature of investing history — but disciplined value investors approach them very differently.

In this episode, Kerry Fleming sits down with Howard Coleman, co-founder of Teaminvest, to explore how bubbles form, why they're so hard to recognise in real time, and how long-term investors can protect capital — and sometimes find opportunity — even during market manias.

Drawing on history, psychology, and practical investing experience, this conversation focuses on process over prediction. Rather than trying to time bubbles, disciplined value investors rely on valuation, patience, and risk awareness to avoid permanent capital loss when markets become euphoric.

What you'll learn in this episode:

• What defines a market bubble — and why they keep repeating 
• The role of crowd psychology, cheap money, and new technology in driving manias
• Why most investors lose money during bubbles, and how to avoid their mistakes 
• Teaminvest’s disciplined approach to investing during bubbles
• Lessons from historical bubbles and modern markets 
• Why valuation discipline matters most when optimism is widespread

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Market bubbles • Investor psychology • Valuation discipline • Risk management • Market cycles

Timestamps:

00:00 – What is a bubble?
04:00 – Crowd psychology & bubble fuel
10:00 – Historical bubbles & lessons
14:00 – Spotting bubbles in real time
21:00 – What happens when bubbles burst
28:00 – How to invest during a bubble
34:00 – Teaminvest’s process for surviving bubbles
39:00 – Key takeaways & next steps

🎧 Available on YouTube, Apple Podcasts and Spotify. 

🎙️ Enjoyed this episode? 

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💡 More Teaminvest:

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Successful long-term investing is built on principles — not predictions.

In this episode, Warren Buffett and Charlie Munger’s most enduring investment ideas are unpacked through the lens of disciplined value investing. We explain why patience, temperament, and process matter far more than forecasting — and how these timeless principles can help investors navigate any market cycle.

Rather than chasing trends or reacting to noise, value investors focus on owning high-quality businesses, paying sensible prices, and staying rational when others are emotional. These are the habits that compound wealth over decades.

What you'll learn in this episode:

• Why buying quality businesses at fair prices matters more than timing
• How to avoid difficult businesses and hidden risks 
• The importance of patience, temperament, and process in investing
• Why long-term ownership is central to value investing success
  How fear and greed create opportunity for disciplined investors 
• The value of surrounding yourself with successful, like-minded investors

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Investor temperament • Business quality • Valuation discipline • Market psychology • Compounding wealth

Timestamps:

00:00 – Buffett’s core investment wisdom
02:00 – Fair price vs. wonderful company
06:00 – Avoiding business problems
11:00 – The 10-year mindset
16:00 – Temperament and process
22:00 – Patience and emotional discipline
27:00 – Fear and greed in markets
32:00 – The power of community
36:00 – Next steps & resources

🎧 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. 

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Have thoughts or questions? Email us at [email protected]

Superannuation is one of the most important, and least understood, components of long-term wealth in Australia. The superannuation system has grown to over $3 trillion — double the size of our economy. But is this massive pool of retirement savings working for everyday Australians, or is it being undermined by hidden risks.

In this episode, we examine the structural risks within Australia's superannuation system, including government intervention, regulatory incentives, and the growing reliance on passive investing and index tracking.

Rather than reacting to headlines, this discussion focuses on how long-term value investors assess superannuation through the lens of capital allocation, valuation discipline, and market behaviour; and what informed investors can do to remain thoughtful, engaged, and prepared.

Discover why the system may be stacking the odds against average Australians — and what savvy investors can do to protect and grow their wealth.

What you'll learn in this episode:

• How government, scammers, and regulators threaten superannuation returns
• Why passive investing and index concentration can increase hidden risk 
• The dangers of herd behaviour and market bubbles in retirement portfolios
• Why active, informed investing is more important than ever
• Practical steps to better understand and take control of your retirement savings

Timestamps:

00:00 – Introduction: The scale and purpose of superannuation
03:00 – Government incentives and risks
08:00 – Scams and scandals in the sector
12:30 – Regulatory pitfalls: MySuper and unintended consequences
17:00 – Passive investing, index-tracking, and market bubbles
25:00 – Capital misallocation and productivity
30:00 – What investors can do: informed, active strategies
35:00 – Key takeaways and resources

🎧 Available on YouTube, Apple Podcasts and Spotify. 

🎙️ Enjoyed this episode? 

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💡 More Teaminvest:

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Reporting season creates noise, volatility, and opportunity — but only for investors who are prepared.

In this episode, Kerry Fleming is joined by Howard Coleman, co-founder of Teaminvest, to explain how disciplined, long-term value investors approach reporting season in Australia.

Rather than reacting to headlines or market consensus, this discussion focuses on preparation, discipline, and deep business understanding. Reporting season rewards investors who know their companies well before results are released — and punishes those who rely on spreadsheets without insight.

What you’ll learn in this episode:

• What reporting season means and why it matters for value investors
• How preparation gives you an edge over the market
• Why knowing your businesses deeply is more important than forecasts
• How disciplined investors identify opportunities, and avoid mistakes when share prices move unexpectedly
• Why Teaminvest’s process and collective wisdom matter more than market consensus, and how members can outperform 

Key topic covered:

Value investing • Disciplined investing • Long-term investing • Reporting season • Fundamental analysis • Investor behaviour • ASX companies

Timestamps:

00:00 – Introduction: Reporting season & slide rule analogy

03:30 – What is a slide rule? Preparation vs. automation

08:00 – Calculator errors and spreadsheet traps

13:00 – Why investors must “do the work”

16:00 – Bargains and selling opportunities during reporting season

21:00 – Teaminvest’s collective approach

25:00 – Key takeaways & next steps

🎧 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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Successful investing stems from philosophy, process, and patience.

In this episode, Kerry Fleming speaks with Sanjee Narendran about how disciplined, long-term value investors develop a clear investment philosophy and why it becomes the foundation for better investment decisions.

Drawing on Sanjee's journey from stockbroking, business management, and eventually discovering a proven, fact-based investment process, this conversation explores how resilience, business understanding, and community help investors move beyond stories and speculation toward true ownership thinking and building lasting wealth.

What you'll learn in this episode:

• Why every investor needs a clear personal investment philosophy
• How disciplined investors move from trading to business ownership 
• The dangers of story-driven investing and surface-level analysis 
• How resilience and experience shape long-term thinking 
• Teaminvest’s “circle of competence” and collective wisdom — why it matters 
• The value of community, shared expertise, and disciplined methodology
• How a disciplined process supports investors through all market conditions 

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Investment philosophy • Investor mindset • Circle of competence • Community investing • Process-driven decisions

Timestamps:

00:00 – Introduction

04:00 – Family, migration, and early influences

08:00 – Investing, property, and lessons from the GFC

14:00 – Broking industry realities and capital raisings

20:00 – Business management and investing

24:00 – Discovering Teaminvest’s approach

30:00 – Membership, funds, and collective opportunity

34:00 – Final thoughts & invitation to join

🎧 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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Have thoughts or questions? Email us at [email protected]

Most investing mistakes aren't caused by bad markets — they're caused by poor understanding of risk, behaviour, and process.

In this episode, we break down the most common (and costly) errors that derail long-term investment outcomes. From misunderstanding risk to letting emotion override discipline, this discussion explains why many investors struggle — and how a disciplined, fact-based approach helps avoid permanent capital loss and drive long-term wealth creation.

Rather than chasing trends or reacting to short-term noise, disciplined value investors focus on patience, compounding, and research — especially when emotions run high.

What you'll learn in this episode:

• What risk really means for long-term investors 
• Why behavioural mistakes cause more damage than market movements 
• How impatience, FOMO, and emotional decisions erode returns 
• The power of discipline, research, patience and compounding 
• Why “cutting the flowers and watering the weeds” is so costly
• Practical strategies to stay focused through market cycles 

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Investor behaviour • Risk management • Patience and compounding • Decision-making • Investment process

Timestamps:

00:00 – Introduction
02:00 – Understanding risk
06:00 – Human behaviour and investing mistakes
08:30 – Impatience and the cost of being too active
11:00 – Chasing trends and FOMO
14:00 – Emotional investing vs. strategic investing
18:00 – Factfulness and research as your edge
21:00 – The pitfalls of timing the market
25:00 – “Cutting the flowers, watering the weeds”
28:00 – Practical strategies for smarter investing
30:00 – Key takeaways & invitation to connect

🎧 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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The debate between active and passive investing is often reduced to fees and past performance. Disciplined, long-term value investors look deeper.

In this episode, Andrew Coleman and Sanjee Narendran unpack the real differences between active and passive investing — including how index funds, ETFs, and high-conviction active strategies behave across market cycles.

Rather than promoting one approach blindly, this discussion focuses on how investors should think about compounding, risk, incentives, and their own capabilities when deciding between active and passive strategies. The goal isn’t to follow industry narratives, but to make informed, disciplined decisions that support long-term wealth building.

What you'll learn in this episode:

• How passive investing, index funds, and ETFs actually work 
• What defines true active investing 
• Understanding fees, compounding, and industry statistics 
• Common myths and selective marketing used in the active vs passive debate 
• How disciplined investors assess risk, volatility, and manager quality
• Practical frameworks for choosing the right approach for your goals 

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Active vs passive • Index funds & ETFs • Compounding • Fund selection • Investor mindset 

Timestamps: 

00:00 – Introduction
 02:40 – Defining passive vs active investing
 03:25 – How passive and active strategies work
 04:00 – Statistics, fees, and industry marketing
 08:00 – Choosing the right fund manager
 10:00 – Not all funds are created equal
 12:30 – Risk, volatility, and due diligence
 23:00 – Compounding returns and long-term impact
 22:00 – Key takeaways and next steps

🎧 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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Diversification is often described as the cornerstone of risk management — but taken too far, it can quietly undermine long-term investment returns.

In this episode, we examine the concept of "diworsification" and why disciplined value investors think differently about portfolio construction. This discussion focuses on downside risk, conviction, and understanding what you own. Drawing on real-world experience and insights from Warren Buffett, the episode explains why excessive diversification can dilute insight, mask risk, and cap upside — especially for long-term investors who do their work.

What you'll learn in this episode:

• The difference between healthy diversification and “diworsification” 
• Why owning too many investments can increase risk, not reduce it 
• How academic definitions of risk differ from real-world investor experience 
• Why understanding your businesses matters more than portfolio size 
• How disciplined value investors think about conviction and focus 
• Practical ways to build a portfolio aligned with your circle of competence 

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Diversification • Portfolio construction • Risk management • Conviction investing • Investor behaviour

Key Quotes: 

• “With too many assets, you limit the benefit of getting any one right.” 
• “Diversification is protection against ignorance. If you know what you’re doing, diversification doesn’t make much sense.” — Warren Buffett 
• “Risk only matters on the downside—as an investor, not as an academic.” 

Timestamps: 

00:00 – Introduction: The myth of more is better 
 02:06 – What is diversification? 
 09:35 – Academic vs. practical risk 
 19:00 – How portfolio bloat dilutes returns 
 27:30 – How many assets should you really hold? 
 17:52 – Diworsification and Buffett’s wisdom 
 20:00 – The power of focus and knowing your investments 
 25:20 – Practical tips for smarter portfolio construction 
 17:00 – Emerging Wealth Winners Conference, Melbourne 2025 
 30:00 – Final thoughts 

🎧 Available on YouTube, Apple Podcasts and Spotify. 

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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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