Teaminvest

Insights

Flow vs Fundamentals: How Passive Investing Is Reshaping Australian Markets — and What to Do About It

Passive investing now dominates Australian markets. Andrew Coleman and Mark Lamonica explain the real impact on prices, volatility, and your

Insights

The most expensive mistake in the AI boom

As the AI boom accelerates and share prices surge, many investors are making the same costly mistake

Insights

Identify Capital Killers now and safeguard your portfolio

The greatest gains come from removing the companies most likely to destroy your capital.

Insights

Warren Buffett the businessman reveals an edge most investors miss

Warren Buffett’s greatest lessons come from the businesses he ran, not the companies he bought.

Insights

Three paths outperforming investors use in a stock market bubble

Every cycle brings excess and opportunity. Here’s how disciplined investors navigate the next stock market bubble with clarity.

Insights

Are we in a stock market bubble?

Are markets bubbling or just booming? Understanding cycles helps investors stay rational when optimism runs hot.

Insights

Why Fund Manager Scoreboards Can Make Markets Dumber

A study shows incentives fuel bubbles. A wiser methodology cuts through noise, aligning investing with long-term wealth compouding.

Insights

How Many Companies Should You Own in Your Portfolio?

Portfolio size shapes both performance and resilience. Understanding how many companies you can track in depth and how much loss

Insights

Why Avoiding Capital Killers™ Is Rule Number One

Everyone wants to find the next big winner. Few stop to ask what might quietly destroy their wealth.

Insights

The One Investing Edge You Can’t Replicate

Stock tips get the clicks. Patience builds the wealth. Every investor wants to discover the next Wealth Winner, but far

The Conscious Investor Method

3 steps to identify great share market investments

Thank you for buying my book!

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.

The ARB Case Study

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.

Downloads

All the figures and tables from the book are compiled in a single reference document:

Download PDF

If 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 PDF

For ARB's latest results, download their current reports directly from www.arb.com.au.

Errata

Page 33

Tip: change 105 to 115.

Page 120

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).

Page 143

TNE's daily turnover of 740K shares out of 372M ordinary shares is 0.2%, not 20%. So 99.8% remain passive.

Page 157

Table 9 quotes ARB's EPS & SPS as 1.40¢ & 7.642¢ per share. They should be $1.40 and $7.642 respectively.

If you have any feedback or further questions, I’d love to hear from you, email me at keithf@teaminvest.com.au.
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