Latest / Equity Mates Investing Podcast
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 –…
The skinny
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