Teaminvest Wealth Builders
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Teaminvest Wealth Builders
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation
What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned pro, this episode will help you build a personal investing framework to navigate market highs and lows with confidence and clarity.
Key Topics Covered:
- The three pillars of smart investing: self-awareness, business understanding, and fair valuation
- How your personality and risk appetite shape your investment strategy
- Real-world stories of changing investment styles and learning from market cycles
- Why understanding the true nature of a business is more important than chasing trends
- How to develop your own valuation benchmarks and avoid market hype
- The value of investing with a community and learning from others
Timestamps:
00:00 – Why you need investment principles
03:00 – Know yourself: personality, risk profile, and strategy
10:00 – Lessons from market cycles and changing investment styles
16:00 – Know your investments: understanding companies, funds, and managers
22:00 – Digging deeper: business models, moats, and real-world examples
28:00 – Know your valuation: setting benchmarks and ignoring market noise
36:00 – The power of process and community
39:00 – Final thoughts and next steps
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About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth builders.
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