Finding opportunities in well-known names with Ryan Joyce
Bryce and Alec sit down with Magellan Investment Partners’ Ryan Joyce to unpack why some of the best opportunities can be found in the world’s biggest, most familiar companies. From TSMC and Booking Holdings to Dollar General and Apple, this is a masterclass in quality, patience, valuation discipline and the power of backing businesses with durable moats.
In this episode:
00:00 – Why the best investments can be hiding in plain sight
01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com
04:08 – Magellan’s philosophy: quality, concentration and valuation discipline
07:18 – Why big, well-known stocks still get mispriced
10:57 – Finding an edge when everyone has the same information
17:01 – Portfolio balance, volatility and stock selection
18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies
38:14 – Apple, investing resources and Ryan’s advice for young investors
ETFs & Stocks mentioned:
Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
In this episode:
00:00 – Why the best investments can be hiding in plain sight
01:37 – Ryan Joyce’s first investing lessons: Orsenko and realestate.com
04:08 – Magellan’s philosophy: quality, concentration and valuation discipline
07:18 – Why big, well-known stocks still get mispriced
10:57 – Finding an edge when everyone has the same information
17:01 – Portfolio balance, volatility and stock selection
18:38 – TSMC, Dollar General and Booking Holdings: three stock case studies
38:14 – Apple, investing resources and Ryan’s advice for young investors
ETFs & Stocks mentioned:
Magellan Global Opportunities Fund (ASX: OPPT), REA Group (ASX: REA), Netflix (NASDAQ: NFLX), Mastercard (NYSE: MA), Taiwan Semiconductor Manufacturing Company (NYSE: TSM), NVIDIA (NASDAQ: NVDA), Broadcom (NASDAQ: AVGO), AMD (NASDAQ: AMD), Marvell Technology (NASDAQ: MRVL), Arm Holdings (NASDAQ: ARM), Intel (NASDAQ: INTC), Samsung Electronics, Dollar General (NYSE: DG), Dollar Tree (NASDAQ: DLTR), Walmart (NYSE: WMT), Amazon (NASDAQ: AMZN), Booking Holdings (NASDAQ: BKNG), Apple (NASDAQ: AAPL), Qualcomm (NASDAQ: QCOM)
———
Want to get involved in the podcast? Record a voice note or send us a message
And come and join the conversation in the Equity Mates Facebook Discussion Group.
———
Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.
Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)
We’re particularly excited to share our latest show: Basis Points
Listen to the podcast (Apple | Spotify)
Watch on YouTube
Read the monthly email
———
Looking for some of our favourite research tools?
Download our free Basics of ETF handbook
Or our free 4-step stock checklist
Find company information on TIKR
Research reports from Good Research
Track your portfolio with Sharesight
———
In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people
today.
———
Equity Mates Investing is a product of Equity Mates Media.
Hosted on Acast. See acast.com/privacy for more information.
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