Site menu

Search by ticker code:
Generic filters

Menu

Search by ticker code:
Generic filters

Search by ticker code:
Generic filters

SAP & Intuit (INTU): 5 ways to identify high quality compounders

What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for stock market investors? How can you identify these types of global compounders... in advance?

Listen to the podcast now

Play Video

What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for stock market investors? How can you identify these types of global compounders… in advance?

Intuit stock price

Ryan Joyce is a portfolio manager at Magellan with a focus on financials and technology companies.

As part of the recent Australian Shareholders Association (ASA) Virtual Investor Summit, Ryan sat down with Owen Rask to talk about the Magellan investment process, some high quality compounders and share a list of methods to find these special breed of companies.

Topics covered with Ryan Joyce of Magellan

  1. Tell me about your role at Magellan and how you made your way into funds management?
  2. What does your investment philosophy look like?
  3. High level overview of some of the companies you invest in – opportunities you are seeing in
    the markets, how you built your investment case, their products/services and anything
    interesting. Why you have high conviction and have a place in the fund. Any themes/trends
    you are seeing.
  4. What lessons have you learnt along the way?
  5. In the current market environment, what tips can you give investors when investing for
    growth?

Amongst many great investment and business lessons, Ryan Joyce also shares some ways for investors to identify moments when you may be able to buy high quality companies at good prices:

  • Inflection in structural growth
  • Inflection in earnings quality
  • Misjudgement of business quality
  • Misjudgement of earnings power
  • Misjudgement of duration of earnings growth

There’s so much to learn in this special episode of The Australian Investors Podcast.

If you ❤️ this episode, you’ll LOVE our series. Episodes go live every Saturday at 7 am and Wednesday arvo.

We air an interview with an Australian or international investing expert every Wednesday, and Q&A every Saturday! Subscribe below 👇

Podcast resources

The Australian Shareholders Association (ASA) is a long-term sponsor of The Australian Investors Podcast.

SAy g'day to these 👇

The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

Share this episode:

Search by ticker code:
Generic filters

Stocks mentioned

Like our podcast? Get weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 40,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Skip to content