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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.
đź’ˇ 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
đź“© Join the conversation
Have thoughts or questions? Email us at [email protected]
View all episodes
By TIP Group / TeaminvestIn 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.
đź’ˇ 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
đź“© Join the conversation
Have thoughts or questions? Email us at [email protected]