Subject: The macro forces shaping investment in Australian small and mid-caps, productivity, regulation, capital access and long-run returns for self-directed investors.
Whether you want to manage your own portfolio with a proven process, or invest alongside an experienced team applying the same framework — Teaminvest has a pathway built for your situation. One 15-minute conversation tells you which fits.
Book my 15-min call Not sure yet — help me chooseSelect the option that fits. Each path leads to the same 15-minute conversation — we’ll confirm the right fit together.
For experienced self-directed investors who want a rigorous, repeatable process and the collective intelligence of 700+ investors applying the same methodology to their actual portfolios every month.
Not a sales call. No obligation. AFSL 334339.
For retail investors who believe in the Conscious Investor® methodology but prefer to delegate execution. The same three-step process, managed by an experienced investment team on your behalf.
General advice only. Read PDS and TMD. AFSL 334339.
For wholesale investors seeking aligned capital growth through the Conscious Investor® methodology, managed by an experienced team applying the same rigorous framework since 2013.
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Every Teaminvest pathway is built on the same three-step Conscious Investor® framework. This is what you align with regardless of which path you choose.
Eliminate businesses with the financial characteristics that reliably destroy long-term wealth — ROE, EPS growth, earnings stability, debt screen.
Avoid Capital Killers®Focus only on businesses with consistent earnings, sound management, and the characteristics to compound wealth across a full market cycle.
Find Wealth Winners®Even exceptional businesses destroy returns when purchased at the wrong price. Valuation discipline is where most retail investors leave the most value.
Price with conviction* Theoretical model portfolio, 2001–2025. Excludes transaction costs and taxes. Past performance is not a reliable indicator of future results. General information only.
Across all three pathways, investors describe the same transformation: not just better returns, but calmer decisions and greater conviction.
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3 steps to identify great share market investments
I wrote it to help fellow investors improve their returns using the Conscious Investor Method — the same methodology used by Teaminvest members, whom I coach. It has made a significant difference to my own returns and to those of many members.
Of course, your results will depend on how well you manage your emotions, how diligently you apply the method, and on market sentiment itself. Please undertake your own due diligence on the material presented and any companies discussed.
If you've found this page, you're clearly after more — so welcome, and well done for digging deeper.
Throughout the book, I explain the three key financial statements and the ratios every investor should understand. To bring these to life, I use Australian vehicle accessory manufacturer ARB Corporation Ltd as a case study — their financials are refreshingly straightforward.
Note that ARB's figures update twice a year: interim results at the end of December, and annual results at the end of June.
DownloadsAll the figures and tables from the book are compiled in a single reference document:
Download PDFIf you prefer to work with a printout beside you as you read (and save some trees), this 10-page excerpt covers the financial statements and the most important figures:
Download PDFFor ARB's latest results, download their current reports directly from www.arb.com.au.
Tip: change 105 to 115.
Total return should be 6.7% (4.0% dividend + 2.7% retained growth), not 10.7%, which double counts the dividend (paid out of earnings).
TNE's daily turnover of 740K shares out of 372M ordinary shares is 0.2%, not 20%. So 99.8% remain passive.
Table 9 quotes ARB's EPS & SPS as 1.40¢ & 7.642¢ per share. They should be $1.40 and $7.642 respectively.