Finding opportunities in well-known names with Ryan Joyce

About this episode

Bryce and Alec discuss investment opportunities in well-known companies with Ryan Joyce from Magellan Investment Partners.

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…

People in this episode

Hosts: Bryce, Alec

Guest: Ryan Joyce

Topics covered

• investing
• valuation
• stock selection
• portfolio management

Keywords

• quality
• patience
• durable moats
• mispricing
• case studies

Mentioned in this episode

Products: Magellan Global Opportunities Fund

Places: Australia

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