Podcast appearances and mentions of joe magyer

In this replay, I'm on the other side of the mic, as I'm interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appeared on the Investing in Startups podcast hosted by Joe, which I highly recommend you check out. Please enjoy this conversation with Joe Magyer. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:19) Overview of Canopy Capital (00:00:44) The Evolution of Asset Management (00:01:54) The Importance of Tax Individualized Investing (00:02:44) Starting the Podcast Journey (00:03:16) Crypto: From Skepticism to Interest (00:04:18) Exploring Various Asset Classes (00:06:08) Challenges and Rewards of Podcasting (00:11:12) Competitiveness in Different Asset Classes (00:16:38) Insights on Venture Capital (00:22:59) Building a Venture-Backed Company (00:24:18) The Founder's Dilemma: Risk and Innovation (00:25:17) A Career at Fidelity: Reflections and Decisions (00:27:17) The Transition: From Intrapreneur to Entrepreneur (00:30:21) Market Insights: The Fed and Economic Cycles (00:36:27) Investment Strategies: Observing and Predicting (00:39:40) Web3 and Crypto: Future Prospects Learn more about your ad choices. Visit megaphone.fm/adchoices

My guest on the show today is Joe Magyer, the Founder and Managing Partner at Seaplane Ventures. Joe spent the first part of his career in public equities and in 2022, founded Seaplane to focus on early stage investing. We have not had many VCs on the podcast before, and I was excited to speak with Joe about: • His journey from public markets to venture investing; • What the name Seaplane means to him; • Where the firms plays in the VC ecosystem; • Why he has decided to concentrate his investments; and • How the skill set he developed after a long time in public markets helps him with his new venture today Here is the link to Joe's bio: https://www.linkedin.com/in/joemagyer/ Here is the link to Seaplane's website: https://www.seaplaneventures.com/  

This week again, I'm again on the other side of the mic, as I'm interviewed by Joe Magyer, the founder of Seaplane Ventures. This is a wide-ranging conversation where we talk about the Fed rate cut, cover different asset classes including VC, PE, Fixed Income, and Public Equities, and my journey in building Canopy Capital. This episode first appeared on the Investing in Startups podcast hosted by Joe, which I highly recommend you check out. Please enjoy this conversation with Joe Magyer. For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE. ----- Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes. Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here. Follow us on Twitter: @makingmkts | @ericgoldenx Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Show Notes (00:00:00) Welcome to Making Markets (00:00:19) Overview of Canopy Capital (00:00:44) The Evolution of Asset Management (00:01:54) The Importance of Tax Individualized Investing (00:02:44) Starting the Podcast Journey (00:03:16) Crypto: From Skepticism to Interest (00:04:18) Exploring Various Asset Classes (00:06:08) Challenges and Rewards of Podcasting (00:11:12) Competitiveness in Different Asset Classes (00:16:38) Insights on Venture Capital (00:22:59) Building a Venture-Backed Company (00:24:18) The Founder's Dilemma: Risk and Innovation (00:25:17) A Career at Fidelity: Reflections and Decisions (00:27:17) The Transition: From Intrapreneur to Entrepreneur (00:30:21) Market Insights: The Fed and Economic Cycles (00:36:27) Investment Strategies: Observing and Predicting (00:39:40) Web3 and Crypto: Future Prospects Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to The Countdown series on The Australian Investors Podcast, where we countdown the 15 most popular and impactful interview episodes ever released on The Australian Investors Podcast. Going all the way back to 2017! While this episode comes in at #2 for Owen, based on community impact, Joe was easily the #1 guest and had the most positive influence on followers of The Australian Investors Podcast. We believe his concise views on quality investing, return on invested capital, fishing where the fish are, frameworks for modern value investing, technology, unit economics and more, are the best Australia has seen over the past two decades. Note: you can access the show notes and resources, and see that the full interview was first published March 13th 2019: https://www.raskmedia.com.au/2019/03/13/joe-magyer-on-the-australian-investors-podcast-full-interview-rask-hd/ As we countdown to #1, let Owen know what you think over on X/Twitter: https://twitter.com/OwenRask In this episode, Joe describes his three fascinations in great detail, how he structures his team, valuation and loads more, including his favourite coffee spots in and around Melbourne and Sydney. ~~ Resources you'll love ~~ Access Show Notes: https://bit.ly/R-notes Invest with Owen: https://bit.ly/R-invest Mortgage Broking: https://bit.ly/broke-rask Financial Planning: https://bit.ly/R-plan Property Coaching: https://bit.ly/R-P-coach 100-point property checklist (PDF): https://bit.ly/prop-check Accounting with Grey Space: http://bit.ly/3DG5lWS Business Coaching: https://bit.ly/o-coach Ask a question: https://bit.ly/3QtiY00 DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Learn more about your ad choices. Visit megaphone.fm/adchoices

What is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and breaks down the big trend of startups staying private for much longer, why that's happened, and how it potentially affects investors in stocks.  Are you a founder (or an accredited investor) looking to contact Joe? You can find him at https://www.seaplaneventures.com/, https://www.linkedin.com/in/joemagyer/, and https://twitter.com/Magyer.   Companies mentioned: AMZN, NFLX, NVDA  We would love feedback on the show. Share with us at:  Email: InvestingUnscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio2023 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support

Joe Magyer is the founder of Seaplane Ventures, an early-stage venture capital firm based out of Austin, Texas. Previously, Joe was the co-founder and Chief Investment Officer of Lakehouse Capital in Sydney, and Director of Research at The Motley Fool Australia. He also ran one of the USA's most successful investing newsletters, Inside Value. In this conversation with Owen Rask on The Australian Investors Podcast, Joe shares his journey taking the leap across oceans and asset classes, from global equities to early-stage venture capital -- during a rising interest rate environment! Please note: this is a very casual conversation between Joe and Owen and is an open-ended exploration of private versus public markets, backing founders, similarities and differences in markets, and more. ~~ Resources ~~ Seaplane Ventures website: https://www.seaplaneventures.com/ Joe Magyer interview 1 (Mar 2019): launching Lakehouse & investing in SaaS: https://www.youtube.com/watch?v=5uwk2pkMrqQ&t=0s Joe Magyer interview 2 (2022) "Playing To Win": https://www.youtube.com/watch?v=43zpRl9VdjY Joe Magyer on Twitter: https://twitter.com/magyer ASK A QUESTION HERE Join Owen's Rask Core 

Joe Magyer is a private investor with 17 years' professional experience across funds management, equity research, and investment banking. Joe co-founded Lakehouse Capital and until recently was Lakehouse's Chief Investment Officer.Books mentioned in this episode:The Checklist Manifesto: How to Get Things Right - Atul GawandeThe Art of Profitability - Adrian Slywotzky ****FINFEST - get your tickets NOW!We're calling all bulls, bears and party animals.The market's closed and the bar is open. Come and trade ideas at Australia's biggest investing festival - Equity Mates' FinFest.With expert speakers and guests, DJs and booze, it's an inspiring and empowering event for investors of any level of experience.15th October, 2022 Sydney - Head to equitymates.com/finfest to register your interest.Equity Mates' FinFest, powered by Stake****Order Get Started Investing on Booktopia or Amazon now. Have you just started investing? Listen to Get Started Investing – Equity Mates series that breaks down all the fundamentals you need to feel confident to start your journey.*****In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing Podcast acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. *****Equity Mates Investing Podcast is a product of Equity Mates Media. All information in this podcast is for education and entertainment purposes only. Equity Mates gives listeners access to information and educational content provided by a range of financial services professionals. It is not intended as a substitute for professional finance, legal or tax advice. The hosts of Equity Mates Investing Podcast are not financial professionals and are not aware of your personal financial circumstances. Equity Mates Media does not operate under an Australian financial services licence and relies on the exemption available under the Corporations Act 2001 (Cth) in respect of any information or advice given.Before making any financial decisions you should read the Product Disclosure Statement and, if necessary, consult a licensed financial professional. Do not take financial advice from a podcast or video. For more information head to the disclaimer page on the Equity Mates website where you can find ASIC resources and find a registered financial professional near you. Equity Mates is part of the Acast Creator Network. Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.

How is angel investing changing in 2022? What can your business do to attract investors? Who's next to receive a big influx of cash?  Co-Founder of Lakehouse Capital, Joe Magyer is in the weeds of investing both in Australia and internationally. The now Austin Texas based investor dives deep into what's next for investors, where he's looking for future growth and how he's learning from the past.  Follow Joe on Twitter:  https://twitter.com/magyer?lang=en See omnystudio.com/listener for privacy information.

When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman… For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks! I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started. New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts.

When I (Owen) started my investing journey I was so privileged to be surrounded by great writers who doubled as great analysts, at The Motley Fool. The likes of Bruce Jackson, Joe Magyer, Matt Joass, Claude Walker, Andrew Page, Mike King, Scott Phillips, Ryan Newman…For the record, growing up I was never a reader. Never. Ever. Pick up a book and read? No, thanks!I stayed that way until I discovered investing in my late teens/early 20s. So it was here, during my time at the Motley Fool, that I developed an insatiable appetite not only for investment research but reading and writing. Fortunately for you, the investing world has changed for the better since I started.New investor newsletters and websites have emerged to help their authors -- and you -- invest better.Here is a list of Raymond and my favourite investing newsletters and/or websites for aspiring analysts.

This is Jesse Pujji and today's episode is a follow up of last weeks' Block episode, covering Afterpay the buy-now-pay-later giant. Founded in Sydney Australia in 2015, Afterpay was a rapid success in the buy-now-pay-later market before being acquired by Block for $29bn in 2021.    To breakdown Afterpay, I am joined by investor Joe Magyer. We cover how buy-now-pay-later compares to traditional credit cards, what differentiates Afterpay from direct peers, and how each player of its ecosystem benefits from its offering. Please enjoy this business breakdown of Afterpay.   For the full show notes, transcript, and links to the best content to learn more, check out the episode page here.   -----   This episode is brought to you by Tegus. Tegus is the new digital hub for market intelligence. The Tegus platform empowers Investors and Corporate Development teams to invest smarter by pairing best-in-class technology with the highest quality user-generated content and data. Find out why a majority of the top firms are using Tegus on a daily basis. If you're ready to go deeper on any company and you appreciate the value of primary research, head to tegus.co/breakdowns for a free trial.   -----   This episode is brought to you by Daloopa. Daloopa streamlines a major pain point for investors. By capturing all of a company's KPIs and adjusted financials into their database, Daloopa makes it easy to quickly update your models for what matters. Daloopa uses AI to find every KPI disclosed - from charts, to text, and even from footnotes of investor presentations. Daloopa updates these KPIs and data points in your existing Excel models in one click, regardless of your source or format. Test Daloopa for free at daloopa.com/Patrick.   -----   Business Breakdowns is a property of Colossus, LLC. For more episodes of Business Breakdowns, visit joincolossus.com/episodes.   Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.   Follow us on Twitter: @JoinColossus | @patrick_oshag | @jspujji | @zbfuss   Show Notes [00:02:52] - [First question] - What is Afterpay and what it does [00:07:07] - Size and scope of Afterpay today [00:08:27] - The founding story and their growth being such a young company [00:12:11] - History of the buy now pay later industry [00:13:34] - How their payment models tend to work and how these companies make money [00:16:35] - Unit economics, transaction structure and how money is made [00:21:44] - How Afterpay drives leads to people via their app and merchant aggregation [00:23:39] - An early focus on fashion and expanding beyond their core clientele [00:27:13] - Cost of sales and thoughts on taking more credit risk [00:31:54] - Losses as a part of cost of sales and interest [00:33:48] - Unique things that Afterpay can do given their business model that others can't [00:35:21] - Growth levers for this business  [00:38:29] - Other major things they're spending money on and their acquisition by Block [00:44:28] - The competitive landscape in the BNPL industry [00:47:54] - Afterpay's flywheel and how they've built it better than others [00:49:34] - Whether or not regulation plays a role in this space [00:52:21] - What will have gone right in the next five years to ensure Afterpay's growth curve [00:55:01] - What will have happened if Afterpay's growth doesn't work out in the future [00:56:31] - Whether or not interest rate risk could turn south for them [00:57:30] - Lessons for investors, builders, and where to learn more about Afterpay's story; Buy Now, Pay Later 

In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts. Investor Bootcamp full training manual: https://bit.ly/rask-analyst These Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order: Podcast 1a. Joe Magyer, CFA - Compound Podcast 1b. Joe Magyer, CFA - Playing to Win Podcast 2. Matt Joass, CFA - Maven Podcast 3. Ryan Newman, CFA - Becoming a Pro Analyst Podcast 4. Mary Manning, PhD - Emerging Podcast 5. Luke Trickett - Blue Stamp Company Access Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP". If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face). Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

In the second Investor Bootcamp episode on The Australian Investors Podcast, I was joined by my co-host on The Australian Finance Podcast, Kate Campbell, to talk about my 5 favourite investment podcasts for aspiring analysts.Investor Bootcamp full training manual: https://bit.ly/rask-analystThese Australian Investors Podcast episode are found in our Investor Bootcamp training manual. Every aspiring analyst should listen to the episodes in this order:Podcast 1a. Joe Magyer, CFA - CompoundPodcast 1b. Joe Magyer, CFA - Playing to WinPodcast 2. Matt Joass, CFA - MavenPodcast 3. Ryan Newman, CFA - Becoming a Pro AnalystPodcast 4. Mary Manning, PhD - EmergingPodcast 5. Luke Trickett - Blue Stamp CompanyAccess Owen's 10 high conviction small-cap recommendations today, with $500 off using the coupon code "AIP".If you want to thank us for putting this show together, please give The Australian Investors Podcast a 5-star review on Apple Podcasts - it's a 5-second task that really helps support the show (and puts a big smile on Owen's face).Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

For this episode of the Planet MicroCap Podcast, I spoke with Joe Magyer, Co-Founder of Lakehouse Capital. I remember seeing Joe's presentation I think a year or two ago at the MicroCapClub Leadership Summit and have been a follower ever since. In this conversation, Joe and I discuss his experience launching the Motley Fool in Australia, Lakehouse Capital's investment approach, research process and so much more.  You can Follow Joe Magyer on Twitter @Magyer: https://twitter.com/Magyer Today's episode is sponsored by: Stream by Mosaic, an expert interview transcript library that integrates AI-generated call summaries and NLP search technology so their clients can quickly pinpoint the most critical insights. Start your FREE Two-Week trial on their website at https://www.streamrg.com/stream-trial1620164741610 using the promo code 'MICROCAP' Quartr, their mission is to change the way people look at Investor Relations, and create a completely new bridge between companies and stakeholders. Visit your app store of choice to try it out, and that's Q-U-A-R-T-R. For more information, please visit: https://quartr.com/ Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the SNN Network YouTube channel. I've provided the link in the description if you'd like to subscribe. You'll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast. Subscribe here: http://bit.ly/1Q5Yfym Click here to rate and review the Planet MicroCap Podcast The Planet MicroCap Podcast is brought to you by SNN Incorporated, publishers of StockNewsNow.com, The Official MicroCap News Source, and the MicroCap Review Magazine, the leading magazine in the MicroCap market. You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer. In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take. ~~~ A special note from Owen Rask ~~~ Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded. Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success. Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later! If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQ Listen to this episode of The Australian Investors Podcast if you: - Want to know what it takes to succeed as an investor - How to be a better investor, versus a better analyst - Joe's key insights to learning fast and compounding knowledge - How Lakehouse Capital built its analyst team and a winning culture - Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors ~~~ Episode Resources ~~~ You should follow Joe on Twitter: https://twitter.com/Magyer Follow Owen: https://twitter.com/owenrask ~~~ OTHER RESOURCES ~~~ ➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast ➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount ➜ 100% free investing courses: https://education.rask.com.au ➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up ➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia ➜ Hang with us on IG: https://www.instagram.com/raskaustralia ➜ Twitter for cool kids: https://twitter.com/RaskAustralia ➜ Tiktok for laughs: https://www.tiktok.com/@raskinvest Full individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc. DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg Date recorded: 9th November 2021

Joe Magyer, CFA has been one of Australia's best investors over the past 10 years, leading Motley Fool Pro then Lakehouse Capital as Chief Investment Officer.In this Australian Investors Podcast episode, Owen discusses Joe Magyer's takeaways from nearly a decade of market outperformance on the ASX, lessons learned from buying shares of companies like Afterpay Ltd (ASX: APT) and Xero Ltd (ASX: XRO), the difference between Australian and US investing, and the biggest bets he didn't take.~~~ A special note from Owen Rask ~~~Alongside the original interview with Joe (see below), this is perhaps the most special of all Australian Investors Podcast episodes I have recorded.Joe is the investor I have learnt the most from in my career and the investor I attribute so much of my success.Joe was even the person who suggested I start The Australian Investors Podcast -- here we are, over one million downloads later!If you want to begin to understand why I think Joe is a special person, investor, creative thinker and analyst, you should watch my previous discussion with Joe - his first-ever long-form interview and podcast: https://youtu.be/5uwk2pkMrqQListen to this episode of The Australian Investors Podcast if you:- Want to know what it takes to succeed as an investor- How to be a better investor, versus a better analyst- Joe's key insights to learning fast and compounding knowledge- How Lakehouse Capital built its analyst team and a winning culture- Why Joe and his team were able to find companies like Afterpay, Xero and Altium before other investors~~~ Episode Resources ~~~You should follow Joe on Twitter:https://twitter.com/MagyerFollow Owen: https://twitter.com/owenrask~~~ OTHER RESOURCES ~~~➜ Dig in deeper with the show notes: https://www.rask.com.au/podcasts/australian-investor-podcast➜ Score $100 off Owen's premium high conviction ASX & US share research service, Rask Invest: https://www.rask.com.au/aip-listener-discount➜ 100% free investing courses: https://education.rask.com.au➜ Join our kickass newsletter: https://www.rask.com.au/free-sign-up➜ Our awesome FB community: https://www.facebook.com/groups/raskaustralia➜ Hang with us on IG: https://www.instagram.com/raskaustralia➜ Twitter for cool kids: https://twitter.com/RaskAustralia➜ Tiktok for laughs: https://www.tiktok.com/@raskinvestFull individual disclosures for each guest are available via the show notes page. Owen and The Rask Group Pty Ltd do NOT receive anything for mentioning Super funds, products, shares, bank accounts, etc.DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsgDate recorded: 9th November 2021

You're about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I'd suggest you watch this podcast. It's available on YouTube as a full video.Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia.In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat.Even if you're not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person.Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They're also three people who have appeared on this podcast, most of them more than once.I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children?There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you'll enjoy it.***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners***To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discountListeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights.Date recorded: July 14th, 2021Resources: Motley Fool website: https://www.fool.com.auFounder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontentDisclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures.This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

You're about to hear one of the most enjoyable, intellectual revealing, self-reflecting and honest conversations I had with one of my best friends. If you have the time, I'd suggest you watch this podcast. It's available on YouTube as a full video. Ryan Newman is Portfolio Manager of Motley Fool Pro, a members-only investment service run by The Motley Fool Australia. In the first part of this podcast Ryan and I do what most close friends would do when you chuck a camera and a microphone in front of their face for the first time: we engage in a bit of light hearted chit-chat. Even if you're not one for a bit of banter and back-and-forth, I implore you to keep listening because the full podcast is incredibly insightful. I get to chat to Ryan each day but this conversation gave me an entire new understanding of how to develop as an analyst, an investor and as a person. Ryan shares priceless wisdom from his favourite Australian investors, including Joe Magyer, Matt Joass and Anirban Mahanti — three investors Ryan was lucky enough to count as colleagues and be mentored by. They're also three people who have appeared on this podcast, most of them more than once. I also ask Ryan questions like what have what your biggest winners and what did you learn from them? What money advice are you giving to your children? There is something for everyone in this extra special episode of The Australian Investors Podcast. I know you'll enjoy it. ***Join Owen's Rask Invest - A $100 off Owen's ASX research for Investors Podcast listeners*** To get 6 months of Owen and the Rask analyst team's ASX research, join Rask Invest: https://bit.ly/aip-discount Listeners who want access to high conviction ASX share research, plus ETF models can get $100 off a Rask Invest membership using the discount code "investpod". Join today and access exclusive insights. Date recorded: July 14th, 2021 Resources: Motley Fool website: https://www.fool.com.au Founder's Field Guide, with Ryan Peterson: https://www.joincolossus.com/episodes/49206200/petersen-where-there-is-mystery-there-is-margin?tab=mentionedcontent Disclosure & Disclaimer: at the time of recording, Owen Raszkiewicz owns shares of Altium. Please refer to the Fool.com website for a full list of Ryan's disclosures. This podcast contains general financial advice only, issued by The Rask Group Pty Ltd. This information does not take into account your needs, goals, or objectives. So please consult a licensed and trusted financial adviser before acting on the information. Investing in risky and can result in capital loss. Nothing in this podcast should be considered as a forecast or guarantee of future returns. Please read Rask Australia's Financial Services Guide (FSG) available on our website to learn more about us, what we offer and our podcasts.

The S&P/ASX200 closed at a new record Monday, gaining 99 points or 1.34% to 7,491.4.M&A excitement drew a flood of buying after market darling, Afterpay, agreed to Square's 31% premium pitch, equivalent to $126.21 a pop. Also, don't forget our Reporting Season Masterclass is live tomorrow afternoon. Check out the expert guest list and register here.Our top three VODs today:Joe Magyer's Afterpay bet is rewarded after a rollercoaster rideMorningstar's top income stock picks for August reporting seasonA dangerous mind; ScoMo's go slow invites RBA intervention See acast.com/privacy for privacy and opt-out information.

After a tumultuous year in which growth stocks dominated, the announcement of a successful vaccine has investors questioning whether these trends will continue. With low returns on offer elsewhere, investors are turning to equities, looking for the bulletproof returns that continue to run long into the future. Tech darlings like Netflix, Alibaba and Spotify garnered significant attention from investors. However, Bob Desmond  from Evans and Partners and Joe Magyer from Lakehouse Capital are not so convinced. In this episode of Buy Hold Sell, Bob and Joe discuss these three growth stocks that ran in 2020 and whether they still see value in them. The pair also reveal their top pick for a resilient stock which they hold primed for growth.

The anticipated blue wave carrying Joe Biden to the US presidency may have been overstated but history suggests a divided government is no bad thing for markets. And while Big Tech is a clear winner if governance is restrained and the Biden administration has its hands tied on issues like antitrust and privacy, Healthcare will not be far behind with the prospect of intense government scrutiny also fading. However, Bob Desmond, Head of International Equities at Evans and Partners and Joe Magyer, Chief Investment Officer at Lakehouse Capital, are avoiding the energy sector. A Republican-controlled Senate will likely block green-energy policies while fossil-fuel stocks will continue to face headwinds. In this thematic, Bob and Joe provide more detail on the US Election, including their top stock picks.

Cashless society, the shift to the cloud and food delivery are three structural growth trends sweeping global markets. 2020 saw the tailwinds fanning these trends escalate into a full-blown cyclone, and the stocks in today's episode have surged as a result.  But investors should keep in mind that a good narrative doesn't always convert to a great investment. In this episode, Joe Magyer from Lakehouse Capital and Bob Desmond from Evans & Partners share their insights on the household names of Visa, Microsoft and Hello Fresh. Each of our guests also share a company that they believe is a compelling opportunity with one of the ideas pitched being described as ‘wildly profitable'.  Click on the player below or read the transcript to access this exclusive episode of Buy Hold Sell, brought to you by Livewire. 

Joe, a fellow Motley Fool employee, was the first employee and inaugural CIO of Lakehouse Capital (a wholly owned subsidiary of The Motley Fool) when the business was started in 2016. Joe’s insight, experience and investing outlook makes him a must-listen guest, as he talks about where markets are, how he invests, what makes Lakehouse different, his successes and failures, and he casts his investing eye over (among other things) the Australian market, our banks, housing and, well, lake houses… You’ll enjoy this chat – and might learn a thing or two, too…

Guest: Joe Magyer, Chief Investment Officer, Lakehouse Capital. Moving to a new country is no easy task, but doing it while managing a portfolio, completing the exams for the Chartered Financial Analyst designation, and dealing with the challenges of parenthood is truly Herculean. That, however, is exactly what Joe Magyer, Chief Investment Officer of Lakehouse Capital, was doing in his first years in Australia. How did he manage all this? As it turns out, saying “no” can be a critical skill. And not just in time management either, Joe says “no” to a lot of new investment ideas too. "I've had analysts start before and I've told them, 'look, there's a really good shot that I'm gonna say no to every idea you pitch for the first year. Don't take it personally, you're probably doing really good work, it's just that I'm really choosy.'" In this week's episode of The Rules of Investing podcast, he tells us about the similarities and differences between Aussie small caps and global growth stocks, which global tech stocks will continue to grow and whose stars will fade, and why Visa's new payment splitting function doesn't pose a significant threat to Afterpay.

My guest for this episode is a very special one for The Australian Investors Podcast and for Owen. Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago. WATCH THE VIDEO: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/ Take Owen's investing valuation course (FREE): https://www.rask.com.au/sign-up-investor SHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/ **** This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

My guest for this episode is a very special one for The Australian Investors Podcast and for Owen. Joe Magyer is the Chief Investment Officer of Lakehouse Capital. Lakehouse is part of The Motley Fool Australia, which is where I met Joe many years ago.WATCH THE VIDEO: https://www.raskfinance.com/australian-investors-podcast-with-lakehouse-capitals-joe-magyer/Take Owen’s investing valuation course (FREE): https://www.rask.com.au/sign-up-investorSHOW NOTES: https://www.rask.com.au/podcasts/australian-investor-podcast/****This podcast contains factual/general information only. It is NOT financial advice of any kind. That means the information does not take into account your objectives, financial situation or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner.Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser or financial adviser.

Best Buy and Kohl’s report strong holiday profits. Amazon buys Ring. And Spotify files to go public. Plus, Lakehouse Capital fund manager Joe Magyer talks Buffett, small caps, hot trends, and investing in Australia. Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to LegalZoom.com. Use the promo code “Fool” at checkout.    

Tune in as Joe Magyer and Gaby Lapera talk about leverage, return on assets, and whether or not to buy Australian banks. 

For more than 15 years, analysts have been predicting that Brazil, Russia, India, and China—aka the BRIC—were going to take off economically and these emerging markets were the place to be investing. So what happened? Do they really deserve a place in your portfolio or are there better options? Joe Magyer, Foolish Fan Favorite, gives us an update on the BRIC and shares his strategy for getting international exposure.

Disney shuffles its front office. Under Armour splits. Twitter bets on football. And Tesla accelerates. Plus, Motley Fool analyst Joe Magyer talks Amazon, China, and underappreciated Australian stocks. 

Disney reports record earnings and shares hit an all-time high.  Will the magic continue for investors?  Our analysts tackle that question and delve into the latest numbers from Chipotle, LinkedIn, Twitter, and more.   And Motley Fool Pro Australia advisor Joe Magyer talks Google and China.  

Disney reports big earnings.   Procter & Gamble announces a big move.  And shares of Lululemon rise on insider selling news.  We discuss those stories and Motley Fool analyst Joe Magyer weighs in on value investing, GM, Facebook, and Google. 

Joe Magyer is back from Australia to analyze Berkshire-Hathaway’s latest quarter.  Plus we break down results from Michael Kors and Procter & Gamble, and share highlights from our trip to San Francisco.

Joe Magyer checks in from Australia to discuss big banks, IPOs, a recent research trip, and how living Down Under has affected his approach to investing.

  An interview with Fool, Joe Magyer. Join Motley Fool analysts Matt Koppenheffer and David Hanson as they take a closer look the future of banking, answer a question on GE Capital, and take a look back at Fannie Mae’s wild 2013.

Motley Fool analyst Joe Magyer talks about investing in Australia and previews the upcoming Berkshire Hathaway annual meeting.

Joe Magyer calls in from Omaha to analyze the highlights from this weekend’s Berkshire Hathaway annual meeting.  We discuss Warren Buffett’s health, his eventual successor, and the one headline from Buffett that most investors aren’t hearing about.