Treasury Wine Estates
Organization
An Australian global wine company whose portfolio includes premium brands such as Penfolds, Wolf Blass and 19 Crimes.
What experts have said about Treasury Wine Estates
1 statement · 1 positive
Treasury Wine Estates remains attractive as a long-term investment.
“So still like that one.”
Open the episode · Hofflin: Big moves are creating great value on the ASXListen at 27:54
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
2 episodes featuring Treasury Wine Estates
The Rules of Investing
Volatility widens Australia’s value-investing gap
Philipp Hofflin argues that unusually wide valuation differences and sharp market reactions are creating opportunities, while macroeconomic and AI risks complicate the case for value.
Sep 18, 2026 · 42 min
The Rules of Investing
Value investors find opportunity in Australia’s fallen angels
The discussion tests whether depressed expectations and market volatility are creating durable opportunities—or simply disguising structural risks.
Sep 18, 2026 · 42 min