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).

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