Teaminvest Wealth Builders
Buy, Hold, Sell: Where Most Investors Go Wrong | Wealthy+Wise Ep35
Every investment decision comes down to three choices: buy, hold or sell. Knowing which is which sounds simple. Having the discipline to act on it is the hard part. In this episode of Wealthy + Wise, Andrew Coleman from Teaminvest and Mark Gardner from MPC Markets show how experienced investors work through that decision, and where their views differ. The conversation starts with principles: why every investment approach is really a judgement about value, how emotional attachment to a company or to the price paid clouds selling decisions, and how trimming a position can keep emotion in check. Mark draws on years of training and funding traders to explain why a partial sale is often easier to stick to than an all-or-nothing one. Andrew also makes the case that there is no prize for the best returns in the market, only for building wealth at a rate and risk level that suits you. Next, both guests apply a buy, hold or sell lens to three areas of the market: consumer retail, data centre and electrical infrastructure, and businesses linked to the AI boom. They compare growth, moats, debt, management and price, ask whether a business is growing or shrinking, and explain why they sometimes land in different places from the same data. The episode ends with a viewer question from Roger in Sydney on how to gain exposure to a crowded theme like AI without being burned if the hype fades. The answers cover business quality, position sizing and patience. • 00:00:00 Welcome: three big forces in the market and the buy, hold, sell exercise • 00:01:31 Why no one has a perfect crystal ball, and why that matters • 00:03:06 Every investor is a value investor: price versus value • 00:03:58 Is selling the hardest discipline to learn? • 00:05:03 Looking at a holding clean, without the rosy past • 00:05:36 Trimming instead of selling: a trick from a trading floor • 00:07:17 The goal is your wealth, not the best returns in the market • 00:08:42 How to get into a theme like AI without overpaying • 00:09:37 Do your research before the exam • 00:10:58 Head to head, round one: consumer retail • 00:19:56 Round two: data centre and electrical infrastructure • 00:28:08 Round three: the AI boom and its wildcards • 00:38:44 Viewer question from Roger in Sydney • 00:41:38 Position sizing and portfolio management • 00:45:42 Wrap-up 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](https://youtube.com/@teaminvest2007?si=Du-CVL6yVR40ZryF), [Apple Podcasts](https://podcasts.apple.com/au/podcast/teaminvest-wealth-builders/id1811489508) and [Spotify](https://open.spotify.com/show/71dSg1DgpesFF5TcaUsM1j?si=ade33c5f74bb4208). ️ 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](https://www.teaminvest.com.au/) and learn how to become part of our investor community. Follow us on: [LinkedIn](https://www.linkedin.com/company/teaminvestaus) | [YouTube](https://youtube.com/@teaminvest2007) | [Instagram](https://www.instagram.com/teaminvest_aus) | [Facebook](https://www.facebook.com/teaminvestaus) 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
