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Podcast: Australian Investors Podcast
Episode: The beauty of SAP & Intuit: 5 ways to identify high quality compounders, with Magellan's Ryan Joyce
Description: What makes a company like Intuit Inc (NASDAQ: INTU) or SAP SE (ETR: SAP) a game-changer for investors? How can you identify these types of global compounders... in advance?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, some high quality compounders and share a list of methods to find these special breed of companies.VIDEO VERSION: https://www.youtube.com/watch?v...