EPISODE · May 21, 2026 · 33 MIN
Wealthy + Wi$e Ep 16 | Broken businesses or back to Earth?
from Teaminvest Wealth Builders · host TIP Group / Teaminvest
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 conversationHave thoughts or questions? Email us at [email protected]
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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 Australi...
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Wealthy + Wi$e Ep 16 | Broken businesses or back to Earth?
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