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Is Now a Once-in-a-Decade Opportunity for Value Investors? | Wealthy + Wise Ep 20

June 17, 2026 • TIP Group / Teaminvest

0:00 | 40:28

Are we living through one of the great value investing windows of a generation? In this episode of Wealthy + Wise, host Nadine Blayney is joined by Nick Cummings from Intelligent Investor and Andrew Coleman from Teaminvest to examine the extraordinary bifurcation in today's equity markets.

Quality businesses — profitable, growing, debt-light — are being ignored while capital floods into a narrow band of AI-adjacent names. Nick and Andrew argue that some of these forgotten companies are now trading at multiples not seen in 20 years: GFC-level PEs on businesses whose earnings have barely flinched.

They work through viewer-nominated stocks through a value investing lens, examining whether the current price reflects the underlying business — or merely market sentiment.

Key moments and timestamps:

• 00:19 — The value vs growth divergence explained: how unusual is this gap?

• 05:05 — 'Pro-AI, anti-bubble': separating transformative technology from unsustainable valuations

• 06:46 — SpaceX IPO: a $2.2 trillion company losing $5 billion — Earth Mugs Wanted

• 10:50 — Mean reversion: why 18 months is the historical average, not 18 years

• 15:23 — ResMed: a 40-year compounder trading at 16× earnings — buy or wait?

• 21:01 — Steadfast: cheap sector, takeover bid, and what AUB says about value

• 25:16 — ARB: quality manufacturer, COVID distortion, and a PE coming back to earth

• 28:56 — Dicker Data: AI tailwind, acquisition debt, and whether the run has legs

• 35:20 — Viewer Q&A: CSL post-impairment — same view, or time to revisit?

Subscribe, leave a review, and send your questions to wealthy@ausbiz.com.au. Learn more about value investing at teaminvest.com.au

🎧 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.

📩 Join the conversation Have thoughts or questions? Email us at info@teaminvest.com.au

🎧 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.

📩 Join the conversation

Have thoughts or questions? Email us at info@teaminvest.com.au