Teaminvest Wealth Builders
Join us for the TIP Wealth Builder weekly podcast where we bring you insights, strategies and stories to help you compound your wealth and knowledge. Whether you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
Teaminvest Wealth Builders
Wealthy + Wi$e Ep 16 | Broken businesses or back to Earth?
Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.
Some of the ASX's most trusted companies have been hammered over the past year. Is this genuine business deterioration — or is the market doing what it always eventually does: overreacting, overshooting, and handing patient investors an opportunity?
In Episode 16 of Wealthy + Wise, Andrew Coleman from Teaminvest unpacks PE mean reversion — the mathematical principle that predicted 45 of the ASX 50's biggest moves last year without knowing a single company's name. He puts six of Australia's best-known blue chips through a rigorous analysis to separate genuine value from value traps — and shares where Teaminvest is actively adding to positions right now.
Plus: Teaminvest's Peter Hassarouni returns to answer a viewer question about newly listed KTK (ASX:KTK), the drone manufacturer that doubled on debut. Is the defence thematic worth chasing? Andrew Coleman delivers the value investor's verdict.
Chapters:
- 00:00 — Introduction
- 00:55 — Segment 1: PE Mean Reversion — Theory & Framework
- 10:55 — Segment 2: Six ASX Blue Chips — Head to Head
- 25:36 — Segment 3: Viewer Q&A — ASX:KTK Drone Manufacturer
Teaminvest believes volatility is not a threat — it's the mechanism that creates opportunity for investors who've done their research. When quality companies reach fair prices, patient capital moves.
Subscribe to Teaminvest Wealth Builders | Visit teaminvest.com.au to learn about membership.
🎧 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 info@teaminvest.com.au