Reporting season is here! In this episode, Kerry Fleming and Teaminvest co-founder Howard Coleman unpack what reporting season means for Australian investors, why preparation is everything, and how Teaminvest’s disciplined, research-driven approach helps members uncover opportunities and avoid traps.

Key Topics Covered:

• The meaning and importance of reporting season for ASX investors
• The “slide rule” mindset: why mental preparation beats blind calculation
• How to avoid common mistakes with calculators, spreadsheets, and forecasts
• Real-world examples of market overreactions (and how to spot bargains)
• The value of deep company research and collective wisdom
• How Teaminvest filters for only the best companies
• Actionable tips for long-term, fact-based investing

Timestamps:
00:00 – Introduction: Reporting season & slide rule analogy
03:30 – What is a slide rule? Preparation vs. automation
08:00 – Calculator errors and spreadsheet traps
13:00 – Why investors must “do the work”
16:00 – Bargains and selling opportunities during reporting season
21:00 – Teaminvest’s collective approach
25:00 – Key takeaways & next steps

Resources & Links:

• Teaminvest Membership
• Our Funds
• Contact Us

Join the Conversation:

• How do you prepare for reporting season? Share your tips on LinkedIn, Facebook, or by email.

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About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.

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