TIP Wealth Builders
TIP Wealth Builders
Podcast Description
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. Weather you are a seasoned investor, or just starting out on your wealth building journey, this podcast is designed to inspire, educate and empower you.
Podcast Insights
Content Themes
The podcast delves into wealth building strategies, investment methodologies, and financial education, with episodes exploring topics such as asset allocation, market trends, and investor psychology, aimed at both novice investors and seasoned financial enthusiasts.
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.
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 [email protected]. 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.
Follow us on: LinkedIn | YouTube | Instagram | Facebook
📩 Join the conversation Have thoughts or questions? Email us at [email protected]
🎧 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 [email protected]
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
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