Is Now a Once-in-a-Decade Opportunity for Value Investors? | Wealthy + Wise Ep 20

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 wealthy@ausbiz.com.au. 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 info@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 info@teaminvest.com.au