# Finding opportunities in well-known names with Ryan Joyce

Page: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/finding-opportunities-in-well-known-names-with-ryan-joyce
Text version: https://stenobird.com/podcast/equity-mates-investing-podcast-55637/finding-opportunities-in-well-known-names-with-ryan-joyce.md
Podcast: [Equity Mates Investing Podcast](https://stenobird.com/podcast/equity-mates-investing-podcast-55637)
Published: 2026-04-09T19:05:00+00:00
Episode link: https://shows.acast.com/equity-mates/episodes/finding-opportunities-in-well-known-names-with-ryan-joyce
Audio file: https://sphinx.acast.com/p/acast/s/equity-mates/e/69d70fa984165293bd0f7fa8/media.mp3
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JSON: https://stenobird.com/v1/public/podcasts/equity-mates-investing-podcast-55637/episodes/finding-opportunities-in-well-known-names-with-ryan-joyce
Duration seconds: 2517

## Resource

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 .…

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## Transcript

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