36, Jeremy interviews ASX investor Matt Joass, investment process, stocks to watch - a2 Milk, Appen, Altium. Bonus content - Comment from Plexure CEO on McDonald's buy-in

This week on the podcast it is my pleasure to interview Matt Joass.  In an unscripted and wide ranging discussion we get stuck into everything from the macro economy, to investment process and some individual stock names.   Matt's Bio is inserted below and you can find out more about Matt by going to www.mattjoass.com.   During the week I also sat down with Plexure CEO Craig Herbison and discussed McDonalds and the background to their purchase of 9.9% of Plexure. -- Matts Bio: Matt Joass, CFA is a private investor and former Portfolio Manager of Motley Fool Pro, a concentrated small-cap focused ASX investment portfolio. During his tenure as Portfolio Manager, Matt generated an annualised return of 32%, compared to an 8% return for the benchmark. Matt has appeared as an expert guest on CNBC Asia and Sky Business, and contributed to the Sydney Morning Herald and the Australian Financial Review. Matt’s ideal investment is a small, fast-growing business, that is capital-light, with demand- and supply-side competitive advantages, high returns on incremental invested capital, little analyst coverage, deeply aligned management (typically founders), and that are top-dogs or first-movers in an emerging and important industry. Last but by no means least, the company must be trading at a discount to Matt’s estimate of intrinsic value. -- A reminder that the comments on the podcast, particularly those related to individual stocks are not financial advice and is general information only.  If you are looking for financial advice I recommend that you speak to an authorised financial adviser. Listen in by searching Stock Market Movers on Apple or wherever you get your podcasts.  If you are looking to get in touch or would like more information go to www.stockmarketmovers.co.nz  

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