Long-term investing success is driven as much by what you avoid as what you own.

In this episode, we explain how disciplined value investors identify businesses that can compound wealth over time (Wealth Winners®) and just as importantly, recognise the warning signs of companies that quietly destroy capital (Capital Killers™).

Learn how Teaminvest members use a structured framework that blends quantitative and qualitative analysis to separate durable, high-quality businesses from those driven by hype, weak economics, or poor management. We walk through real-world examples from ASX-listed companies that illustrate how small differences in business quality, incentives, and stability can lead to dramatically different long-term outcomes.

Rather than chasing excitement, we focus on fundamentals, patience, and downside protection — because avoiding Capital Killers™ is often the fastest way to improve long-term results.

What You’ll Learn In This Episode:

• How disciplined investors define true long-term wealth creation 
• Why capital destruction is often hidden behind growth narratives 
• The seven criteria Teaminvest uses to assess stocks 
• The importance of management quality, business moats, and stability
• Why hype and cyclicality are common sources of investor mistakes 
• Practical ways to apply a disciplined framework to your own portfolio 

Companies dicussed:

• Wealth Winners®: ResMed, ProMedicus, TechnologyOne, JB Hi-Fi
• Capital Killers™: Lendlease, Iluka Resources, Telstra, IDP Education

Key Quotes:

• “Wealth winners are boring companies that do something really cool, really smart—but they do it well and niche, year after year.”
• “Capital killers are almost always caught up in hype. Peel off the paint, and you realise it’s not a unicorn, it’s just a horse.”

Key topics covered:

Wealth Winners® • Capital Killers™ • Value investing • Disciplined investing • Long-term investing • Business quality • Capital allocation • Management assessment • Risk avoidance • Compounding wealth

Timestamps:

 00:00 – Introduction
 01:24 – Defining Wealth Winners
 03:28 – ResMed: Consistent growth and stability
 09:07 – Iluka Resources: The risk of cyclical earnings
 12:35 – ProMedicus: High growth, high price
 17:45 – Lendlease: Shrinking returns and rising debt
 20:54 – TechnologyOne: Compound growth in action
 23:50 – Telstra: The danger of shrinking, stable companies
 26:20 – JB Hi-Fi: Outperforming retail
 28:55 – IDP Education: The importance of management
 31:35 – How to apply these lessons
 35:18 – Outro & Teaminvest 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. 

Follow us on: LinkedIn | YouTube | Instagram | Facebook

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

Changes to superannuation rules matter most to investors who think long term, especially those using Self-Managed Super Funds.

In this episode, Meleena Mitchell, Head of SMSF at TIP Group, explains what Division 296 tax means in practice for high net-worth superannuation members and SMSF investors. While the policy appears simple on the surface, its impact on returns, structure, and long-term planning is far more nuanced.

Rather than reacting to headlines, this discussion helps investors understand how Division 296 fits into broader superannuation strategy, capital preservation, and long-term wealth planning.

Meleena is a CPA with over 15 years of experience in helping clients navigate the complexities of superannuation. Whether it be starting you self-managed super fund, self-managed super fund, restructuring, annual compliance and lodgment of tax returns, assistance with super strategies, which includes state planning, legislative compliance or self-managed super fund wind up.

Key topics covered:

Superannuation • SMSF investing • Division 296 tax • Long-term investing • Capital preservation • Tax awareness • Disciplined investing • Retirement planning

Contact Meleena Mitchell:

E: [email protected]
W: https://www.tipgroup.com.au/smsfadmin

🎧 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 [email protected]

In this episode, we're unpacking a topic that sits at the heart of long term business success. The difference between a partner mentality and an owner or founder mentality.

You'll hear a thoughtful discussion about why the mindset of a company's leadership, whether they see shareholders as true partners or simply as investors, can make all the difference to a business's growth, resilience and culture. We'll explore what it really means for management to act as partners. How this approach contrasts with the classic founder driven style, and why finding the right balance is crucial for sustainable value creation. 

Drawing on well-known case studies and real world examples, we'll also look at the risks and rewards of both mentalities and offer practical insights for investors who want to spot the businesses most likely to thrive over the long term. 

🎧 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 [email protected]

Valuation sits at the heart of value investing — yet it’s one of the most misunderstood parts of the process.

In this episode, Andrew Coleman and Sanjee Narendran unpack how disciplined, long-term investors approach valuing businesses and assets. Rather than relying on overly complex traditional financial models or market noise, this conversation focuses on practical judgement, business fundamentals, and understanding what truly drives long-term value.

Drawing on real-world experience and the Teaminvest approach, we challenge common valuation shortcuts and explain why fundamentals, discipline, and context matter most.

Whether you're a seasoned investor, a business leader, or just curious about how to assess value in today's market, this episode is packed with insights you won't want to miss.

Key topics covered:

Value investing • Disciplined investing • Long-term investing • Valuation • Business fundamentals • Risk awareness • Investor judgment • Capital preservation 

🎧 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 [email protected]

Great products don’t always make great investments. In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management and Education) explain why disciplined, long-term value investors look beyond the product, and the factors that truly drive long-term returns.

We hope you enjoy this episode and remember to stay informed, stay invested and keep building wealth.

🎧 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 [email protected]

In this bonus episode of the Wealth Builders Podcast, Andrew Coleman explains why business moats matter to disciplined, long-term investors — and how sustainable competitive advantages help protect returns across market cycles.

A moat is anything that allows a company to remain a price maker, fend off competitors, and continue delivering a sustainable competitive advantage. This short episode explores what makes real business moats, why they matter, and how investors can identify businesses with the durability required for long-term wealth creation.

Rather than chasing short-term growth or market excitement, disciplined value investors focus on businesses with structural advantages that stand the test of time.
 
We hope you enjoy this bonus short episode, and remember, stay informed, stay invested and keep building wealth.

🎧 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 [email protected]

In this episode of TIP Wealth Builders, Kerry talks with Peter Hasrouni about the benefits of having good strategies in place. A good strategy can help in all aspects of your life from your private life to your professional life. Sit back and let Peter guide you through the what, why and how of strategy implementation. 

Stay informed, stay invested and keep building wealth.

🎧 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 [email protected]

In this episode of TIP Wealth Builders, Kerry discusses the power of compounding with Sanjee Narendran, Head of Funds Management and Education at TIP Group. Sanjee shares his own journey with compounding, goes through some real-life scenarios using online calculators and discusses the importance of not just compounding wealth but also education and the role that has played with his daughter and her future wealth.

We hope you enjoy this episode and remember to stay informed, stay invested and keep building wealth.

🎧 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 [email protected]

In this episode of TIP Wealth Builders, Kerry talks with Andrew Coleman, Sanjee Narendren and Peter Hasrouni about the volatility in the market at the moment. What does that volatility mean for investors? What opportunities does volatility present? How do we block out the noise so we can focus on the important things like compounding our wealth and knowledge. 

Stay informed, stay invested and keep building wealth.

🎧 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 [email protected]

Episode 1 explores who TIP Group and Teaminvest are, what makes us different and why our investment methodology stands out. Joining your host, Kerry Fleming in this episode is TIP Group CEO, Andrew Coleman, Head of Funds Management and Education, Sanjee Narendran and Corporate Adviser Peter Hasrouni. 

Stay informed, stay invested and keep building wealth.

🎧 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 [email protected]