Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation

21/10/2025 36 min Temporada 1 Episodio 23
Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation

Listen "Investment Principles: Know Yourself, Know Your Investments, Know Your Valuation"

Episode Synopsis

What separates successful investors from the rest? In this episode, Kerry Fleming and Sanjee Narendran (Head of Funds Management & Education at TIP Group) break down the three essential investment principles every investor needs: knowing yourself, understanding your investments, and mastering valuation. Whether you’re new to investing or a seasoned pro, this episode will help you build a personal investing framework to navigate market highs and lows with confidence and clarity.Key Topics Covered:The three pillars of smart investing: self-awareness, business understanding, and fair valuationHow your personality and risk appetite shape your investment strategyReal-world stories of changing investment styles and learning from market cyclesWhy understanding the true nature of a business is more important than chasing trendsHow to develop your own valuation benchmarks and avoid market hypeThe value of investing with a community and learning from othersTimestamps:00:00 – Why you need investment principles03:00 – Know yourself: personality, risk profile, and strategy10:00 – Lessons from market cycles and changing investment styles16:00 – Know your investments: understanding companies, funds, and managers22:00 – Digging deeper: business models, moats, and real-world examples28:00 – Know your valuation: setting benchmarks and ignoring market noise36:00 – The power of process and community39:00 – Final thoughts and next stepsListen on:Apple PodcastsSpotifyYouTubeFollow us:LinkedInFacebookJoin the Conversation:What’s your most important investment principle? Share your thoughts on LinkedIn or Facebook!About Teaminvest:Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth builders.🎙️ 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. 📩 Join the conversation Have thoughts or questions? Email us at [email protected] or connect with us on LinkedIn 🔗 Support the show Love what we’re doing? Please show your love by sharing this episode with a friend.

More episodes of the podcast Teaminvest Wealth Builders