Shows
This Time Is DifferentHow to Invest For Decades w/ John RotontiJohn Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about:
- The housing shortage and how John is approaching it as an investor.
- Finding high-quality companies.
- A less-discussed player in the AI buildout.
- How sustainable share buybacks reward long-term holders.
Host: Ricky Mulvey
Guest: John Rotonti
Engineer: Tim Sparks
2025-12-2353 min
Shooting the Bull With Drowsy and BearEpisode 9: John Rotonti on AI Infrastructure Plays And Where We Go From HereOn this special November 2025 episode, Bear and Drowsy check in again with John Rotonti of Bastion Fiduciary on his AI infrastructure playbook, how to understand the many facets of investing in companies powering the AI revolution, and what the next generation of investors are asking. We discuss several key infrastructure plays that are powering the AI data center buildout and how we are still in the early innings.Stocks mentioned: NVDA, GOOG, MSFT, AMZN, VRT, ETN, ANET, URI, and More
2025-11-201h 00
Investing Unscripted179. The AI Bubble & the State of the Market with John RotontiJason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early.01:38 John's Career Update04:21 Investment Philosophy and Challenges11:55 Market Insights and AI Discussion16:57 Infrastructure and Technological Shifts28:59 Tariffs and Economic Impact30:36 Legacy Companies in AI Infrastructure32:15 Cyclical Nature of Markets and Inflation33:29 Interest Rates and Economic Policies
2025-11-1256 min
Money Unplugged with Chris HillPortfolio Manager John Rotonti on Investing in AI, Heist Movies, and Money StrugglesGrowing up in New Orleans, John Rotonti thought his family was wealthy. After all, he and his sisters went to an expensive private school and their family frequently vacationed in Europe and Hawaii. Soon after he started attending the University of Richmond, the façade of his family’s wealth started to crumble. Currently a portfolio manager at Bastion Fiduciary and author of the investing newsletter “JRo’s Notes”, John shares:- How he started to figure out his family had money problems- The unique challenge of starting an MBA program in 2009- His favorite...
2025-11-0731 min
Chit Chat StocksThe Complete Investment Checklist with John RotontiOn this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss:(00:00) Why have an investment checklist?(06:13) Questions to ask in the research process(19:02) Flexibility in Investment Analysis(23:30) Overriding the Checklist: Real-World Examples(28:46) Identifying Generational Investment Themes(29:44) The Industrial Revolution and AI's Role(36:36) Valuation in the Investment Process(47:49) Portfolio Management StrategiesJRo's Notes: https://lastbastion.com/author/jro/
2025-11-051h 01
Talking Billions with Bogumil BaranowskiJohn Rotonti: The Quality-Only Portfolio: Why "Good Enough" Stocks Don't Make the Cut, Uncompromising Approach to Building Generational Wealth[Join our community at my Substack where we continue these conversations with deeper dives into the biggest lessons from each episode, plus my regular essays and behind-the-scenes thoughts: https://bogumilbaranowski.substack.com/]John Rotonti is a portfolio manager at Bastion Fiduciary managing the Industrial and Infrastructure Strategy, former Motley Fool senior analyst and head of investor training, and author of J.Rowe's Notes newsletter who brings nine years of institutional stock-picking experience to generational wealth building.3:00 - John's transition to Bastion Fiduciary: launched Industrial & Infrastructure Strategy in January, managing client capital with generational timeframe and...
2025-08-181h 15Shooting the Bull With Drowsy and BearEpisode 4: John Rotonti on Long Term Winners and AI Infrastructure PlaybookOn this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.
2025-08-151h 18Chit Chat StocksWhat Makes a Multibagger? (Interview with John Rotonti)The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest John Rotonti:(02:54) Navigating Market Challenges(05:57) The AI Spending Boom(08:54) Data Center Dynamics(12:00) Valuations and Market Trends(15:00) Speculation and Market Sentiment(18:08) Long-Term Investment Strategies(20:57) The Role of Cash in Investing(24:03) The Future of AI and Market Bubbles(26:52) The Case for Bitcoin and Crypto Diversification(35:07) The Value of Stocks vs. Crypto
2025-08-011h 05
The Investing for Beginners Podcast - Your Path to Financial FreedomWhat Quotes from Warren Buffett Reveal About How He Thinks As an InvestorIn this episode of the podcast, Dave and Andrew delve into some of Warren Buffett's most insightful quotes. Using a collection prepared by John Rotonti, the discussion touches on Buffet's investment principles, such as identifying businesses with long-term competitive advantage, the ideal holding period for securities, valuation methods, and the importance of stable industries.
The hosts also analyze the challenges of predicting a company's growth and share personal experiences in applying Buffett’s strategies to their own investment decisions. Key ideas include the emphasis on buying at rational prices, Buffett’s preference for businesses with predictable earnings, and...
2025-07-3141 minThe Investing for Beginners Podcast - Your Path to Financial FreedomThe Myriad of Opportunities in Infrastructure with John RotontiIn this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses. He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns. 00:00 Introduction and Welcome
2025-03-2755 min
The Acquirers PodcastValue investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk...
2025-03-1059 min
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment ManagementMy guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.For more information about Islamorada Investment Management, please visit: https://www.islainvest...
2025-03-051h 17
Planet MicroCap Podcast | MicroCap Investing StrategiesThe Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment ManagementMy guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.
For more information about Islamorada Investment Management, please visit: https://w...
2025-03-051h 17
A.U.M.John Rotonti - Building a Winning Research ProcessOn the inaugural episode of AUM, we are joined by John Rotonti, the Portfolio Manager of the Industrial and Infrastructure strategy at Islamorada Investment Management.John shares his experience from his early days at The Motley Fool and how personal circumstances led him into the world of finance. He discusses his investment process, role models, and the importance of thorough research and quality management in stock selection.John also talks about the sectors he's focused on, key investment lessons, and the types of businesses he avoids. He highlights two of his high-quality holdings, Amphenol and...
2025-03-0458 min
Best Anchor Stocks14. The Qualities of Industrial Assets w/ John RotontiJohn Rotonti joined me for the first episode of 2025. We discuss...John's upcoming role as a Portfolio ManagerHow he plans to fight the incentive structure that professional managers faceThe Qualities of industrial assetsThe current state of the marketBest Anchor Stocks: https://www.bestanchorstocks.com/Islamorada: https://www.islainvest.com/Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeDisclosure in Podcast Description: All investing involves the risk of loss, including loss...
2025-01-231h 15Chit Chat StocksLaunching a Quality Portfolio From Scratch With John RotontiOn this episode of Chit Chat Stocks, guestJohn Rotonti dives deep into his investment research approach, the types of companies he’s looking to own, and how he plans to allocate capital after launching his upcoming portfolio.John is a portfolio manager at Bastion Fiduciary and is slated to launch the Industrial & Infrastructure portfolio later this month. (5:20) What fund is John launching?(21:20) The types of companies John is looking for in his portfolio(25:15) Should you care about broad market sentiment when launching a fund?(32:25) How much cash will Joh...
2025-01-051h 22Investing Unscripted134. John Rotonti’s Search for Quality and ValueIn this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he’s forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John’s reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/
01:13 Welcome to Investing Unscripted
01:55 Special Guest: John Rotonti
03:43 John's Journey and Career Insights
14:17 Understanding Free Cash Flow and Valuation
24:48 The Importance of Histo...
2024-12-251h 06Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers John Rotonti’s questionsWe talk about why I invest and why I invest in my own particular way for a unique type of clients... John asks some superb questions, the topics get serious, but we have some laughs, too!
My guest host today is John Rotonti — as I shared before, in my mind, John, is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to, so no wonder that I keep inviting him back to show wi...
2024-08-041h 32Talking Billions with Bogumil BaranowskiA Fireside Chat with the Host: Bogumil answers Christian Billinger’s questionsWe talk about managing family fortunes with an infinite investment horizon.
It’s a Fireside with the host today; Christian Billinger is asking questions, and I’m answering. You need to look up earlier editions with Matt Zeigler, who started this new Talking Billions tradition, and Matthew Stafford. I’ll also mention that the next Fireside chat will be hosted by none other than John Rotonti, who recently gave the Ultimate Stockpicking Masterclass on Talking Billions. John and Matt have their podcast — please look them up as well, I could listen to both all day any day.
Christian and I attended...
2024-07-182h 02
The JRo ShowInterview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value FundAbout the FPA Queens Road Small Cap Value Fund
What criterial he looks for when investing in a business
Portfolio management philosophy and cash position
Being a generalist
Avoiding making macro predictions
The research process and industries he tends to avoid
His four-pillar investing framework and research process
Valuation and DCF modeling
What he looks for in management and corporate culture
The concept of Mittelstand and how he incorporates it into his process
His thoughts on current small-cap valuations...
2024-06-191h 16
Talking Billions with Bogumil BaranowskiJohn Rotonti: The Ultimate Stockpicking MasterclassMy guest today is John Rotonti — in my mind, John is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to. We recorded our first episode together about a year ago; scroll down to find it. It’s a truly wonderful conversation and an opportunity to get to know my guest. Today is John’s second appearance on the show, and we’ll go deeper with a stock picking masterclass delivered by someone I admire and respect...
2024-06-171h 18Chit Chat Stocks5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John RotontiThe Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts:
YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQ
Spotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgq
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-jro-show/id1709504113
We discussed:
(00:00) Introduction and Overview
(03:13) The Role of Ego in Investing
(05:22) Assessing Valuations and Making Investment Decisions
(08:46) Trimming Positions and Selling Strategies
(10:36) Lessons Learned...
2024-06-161h 05The JRo ShowInterview with Bill Miller IV of Miller Value PartnersAbout Miller Value Partners
Investing strategy and philosophy
Why being too dogmatic about the definition of value may not work in your favor
Portfolio management philosophy
Risk Management
On why he doesn’t short or use options
His thesis on bitcoin and why he considers himself to be a massive bitcoin bull
Thesis on Microstrategy as the largest corporate owner of bitcoin
Team structure and research process at Miller Value Partners
Insider buying
Idea generation
Stock screens...
2024-06-111h 06The JRo ShowInterview with Ric Dillon, founder and CEO of Vela Investment ManagementAbout Vela Investment Management
Vela investment philosophy
Vela portfolio management philosophy
Why he offers a long/short strategy and uses options
Vela’s iterative research process
Idea generation
Ric’s macro views
Vela’s valuation methodology
Selling vs trimming
What’s next for Vela Investment Management
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Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics an...
2024-06-0650 minThe JRo ShowInterview with Chris Pavese of Broyhill Asset Management
Broyhill overview and investment philosophy
Portfolio management
Risk management
Team size and research process and idea generation
Macro outlook and incorporation into process
Valuation When to sell
What Chris is reading
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Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.
For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed a...
2024-04-181h 34The JRo ShowInterview with XPEL CEO Ryan PapeBusiness description
Business Model
Problems solving and value proposition
Market share
Pricing power and pricing strategy
Balance Sheet
Income statement and biggest costs/expenses
Future growth opportunities
Market penetration
Ryan's history at XPEL
Margins and returns on invested capital
Asset turnover, inventory turnover, and cash conversion cycle
Operating cash flow conversion
Asset light and variable cost business model and the possibility of vertically integrating in the future
Acquisition strategy, history, and...
2024-04-121h 29The JRo ShowInterview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark)Diamond Hill is a philosophically pure intrinsic value investing firmLiving in Columbus, The Austin of OhioWhat makes a great equity analyst vs an average analystHow to determine investing team size (using math)Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomesGeneralist vs specialist analyst team structureHow Diamond Hill is slowly, at the margin, transitioning from a strict sector specialist team structure to a more hybrid modelWhat is expected of an analyst when it comes to pitching a new idea...
2024-03-281h 21The Acquirers PodcastValue After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacksValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcast
We are live every Tuesday at 1.30pm E / 10.30am P.
About Jake
Jake's Twitter: https://twitter.com/farnamjake1
Jake's book: The Rebel Allocator https://amzn.to/2sgip3l
ABOUT THE PODCAST
Hi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.
We uncover the tactics and strategies for finding good...
2024-03-271h 00
The 7investing PodcastCROX | AEO | AVGO | INTC | HD | TXN | Searching for Value with John Rotonti
Investors are continually looking for a good deal in the stock market. But how exactly should we define value?
Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate are greater than their associated costs, they're creating value for us as the owners of the business (i.e. as the investors).
But the investing world is also extremely complex. Markets are changing and being disrupted by new t...
2024-03-1458 minThe JRo ShowInterview with Dan Davidowitz of Polen CapitalPolen Capital's culture: radical candor, autonomy, mastery, purpose
Investing philosophy: competitive advantages, concentrated portfolios (20-25 stocks), position sizing
Large Company Focus Growth Strategy: 132 stocks in 35 years, largest position in Amazon
Risk management: eliminate risky businesses
Analysis of Visa, MasterCard, cyclicals
Team structure: meetings twice weekly, Polen One-Pagers
Learning from mistakes: conservative margin modeling
Investing spectrum: seek double-digit annualized returns
Selling criteria: valuation, trimming stocks
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Public.com just launched options trading, and they’re doing something no other brokerage has done before...
2024-03-131h 31The JRo ShowEstimating mid-cycle, normalized earnings with Alex Fitch and Michael Nicolas from Harris Associates (Oakmark Funds)How Harris Oakmark thinks about and defines value investing
Mid-cycle earnings and why they are important (using the coin flip analogy)
CBRE example of mid-cycle earnings
Banks and SCHW example of mid-cycle earnings
Additional common adjustments they make to get to true normalized economic earnings power
Estimating normalized earnings for software and faster-growing tech companies (and Salesforce example)
Amazon and Alphabet examples
Even more adjustments for SBC, amortization, and non-recurring items
Lithia Motors example
First Citizens example
Quick discussion...
2024-02-191h 06
The JRo ShowInterview with Todd Ahlsten of Parnassus InvestmentsTodd Ahlsten is the Chief Investment Officer and Portfolio Manager of Parnassus Investments. Todd is also a panelist on the prestigious Barron's Roundtable. In this episode, we discuss Todd's background, investment process, and what he sees in the market today. Listen in for topics like:
- How did Todd become CIO of Parnassus?
- What makes a successful investor?
- How does Parnassus operate?
- What is "short shelf-life information"?
- How does Todd look at the macro economy?
- What kind of valuations does Todd look...
2024-01-241h 10The JRo ShowInterview with Chris Bloomstran2:00 On Semper Augustus investing philosophy and process
4:00 On what it means to be an “opportunistic” value investor
12:00 What the Semper Augustus portfolio-level metrics look like relative to the S&P 500
20:00 Why he thinks stocks are attractively valued today
24:00 On how he thinks about valuation
37:00 Chris shares his lessons from studying high price-to-sales stocks
45:00 How Chris spends his day, what he reads, and what podcasts he listens to, and how long he spends doing so
1:00:00 Why he finds ValueLine so valuable
1:07:00 – On the private invest...
2023-12-041h 39The JRo ShowInterview with Quoc Tran2:00 – Quoc’s concentrated investing philosophy and portfolio-level metrics
5:00 – Three different categories of stocks Quoc typically invests in
6:00 – Portfolio management philosophy
7:00 – Different layers of risk management
11:00 – On using data to make process improvements such as a moat trajectory review and ESG research
21:00 – Quoc dives deeper into his team’s step-by-step three-stage research process
38:00 – Incorporating a macro view into fundamental analysis
40:00 – Quoc on valuation process
42:00 – Quoc on when to sell
48:00 – Quoc on a final lesson for investors
2023-11-1650 min
Chit Chat StocksJRo Show - Interview with Dan O'KeefeOur good friend John Rotonti interviews Dan O'Keefe. Listen to "The JRo Show" wherever you get your podcasts.
3:00 – Definition of value investing according to Dan
10:00 – Dan’s risk management and portfolio management philosophy
17:00 – when to sell a stock
22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis
32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset
57:00 – How Dan spends his quiet time.
1:01:00 – How to be a global investor
1...
2023-10-301h 15The JRo ShowInterview with Dan O'Keefe3:00 – Definition of value investing according to Dan
10:00 – Dan’s risk management and portfolio management philosophy
17:00 – when to sell a stock
22:00 – On how he incorporates a macro outlook into fundamental bottom-up stock picking on a global basis
32:00 – Dan describes his team’s equity research process including the reason for nurturing an absolute mindset, not a relative mindset
57:00 – How Dan spends his quiet time.
1:01:00 – How to be a global investor
1:07:00 – Dan thoughts on passively investing in the S&P 500
1:13:00 – the contradictory psychological profile needed to be a good investor.
2023-10-191h 15Chit Chat StocksPresenting: The JRo Show With John RotontiJohn Rotonti is a seasoned investor and contributor known for his insightful analysis to investors around the world. He has just launched a podcast called "The JRo Show" that you can find wherever you get your podcasts. Enjoy the show!
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Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to receive free show notes and charts that go along with every episode...
2023-10-0546 minThe JRo ShowInterview with Bill NygrenBill Nygren, Chief Investment Officer at Harris Associates, joins The JRo Show to discuss his team's research process. If you’ve ever wanted to know what it’s like to work at Harris Associates, this is the podcast for you!
2 min 15 seconds – Bill’s background and career.
9 min 20 seconds – Advice for new analysts
19 min 50 seconds – The research process at Harris Associates
26 min 20 seconds – The stock pitching process at Harris
47 min – What it takes to be a good portfolio manager.
59 min 50 seconds – Bill’s personal life and expectations for the...
2023-09-281h 29
Talking Billions with Bogumil BaranowskiJohn Rotonti: Becoming a Better Investor, Great Conversation with a Seasoned Stock PickerJohn Rotonti was formerly a Senior Analyst and Head of Investor Training and Development at The Motley Fool. After 9 years at The Motley Fool he is now an individual investor and "free agent" figuring out his next steps.
John is too modest to admit, but he has had a lot of success picking stocks throughout the years, and today he will share his insights, process, and advice for anyone curious about finding good investment for the long-run.
I connected with John through Brad Barrett, best-selling author, and a host of an award winning podcast – Choose FI...
2023-07-241h 12The Investing for Beginners Podcast - Your Path to Financial FreedomJohn Rotonti Shares a Master Class on Research and ValuationWelcome to the Investing For Beginners Podcast! In this episode, we have a special guest, John Rotonti, who shares valuable insights on the importance of Return on Invested Capital (ROIC) in determining the intrinsic value and growth potential of a company.John explains that if the ROIC is higher than the cost of capital, it leads to growth and increases intrinsic value. If it is equal, growth is neutral, and if it is lower, growth destroys value. He also breaks down the formula for calculating the economic spread or excess return spread, which is ROIC minus the...
2023-07-201h 11The Acquirers PodcastValue After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and BuffettValue: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/
John L. Rotonti Jr., is a former analyst at The Motley Fool and a Fellow at the Gabelli Center for Global Security Analysis. He graduated Phi Beta Kappa and magna cum laude from the University of Richmond and received an MBA from the Tulane Freeman School of Business, where he graduated as a member of the Beta Gamma Sigma International Business Honor Society.
Twitter: https://twitter.c...
2023-05-221h 00Investing Unscripted52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern AgeJohn Rotonti is a value investor and the former head of analyst training for The Motley Fool. He's spent the past several years studying Warren Buffett, trying to better understand and decode the legendary investor's success and process. He's also been a successful investor in his own right, with an approach built around a disciplined accumulation of dominant, asset-heavy companies with industry-leading positions, resilient, profitable businesses, and room for continued growth.
Fresh off their trip to Omaha, Jason and Jeff spoke with John about Buffet and Berkshire, his process, and how he thinks about investing in the n...
2023-05-131h 07
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your WalletS3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti ConvoLike many in our industry, John started investing (studying businesses and valuing stocks) in college so he's been analyzing businesses and following markets for almost 25 years. John graduated Phi Beta Kappa and Magna Cum Laude from the University of Richmond and graduated with his MBA as part of the Beta Gamma Sigma International Honors Society from Tulane University. John published a book on Investing titled "A Manual on Common Stock Investing" in 2013. For the past 9 years John has been the Senior Analyst, Portfolio Lead, and the Head of Investor Training and Development at The Motley Fool. He recently resigned f...
2023-05-021h 06
Motley Fool MoneyLessons from Buffett’s Investing FrameworkCan you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR In...
2023-01-2825 minMotley Fool MoneyBig Tech Layoffs, Signs of Housing TroubleAlphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data (19:11) John Rotonti talks with Jurrien Timmer, Director of Global Macro at Fidelity Investments, about what history can teach about the current market cycle and sectors...
2023-01-2039 min
Chit Chat StocksIs Blackstone a Misunderstood Compounder? With John Rotonti (Ticker: BX)Blackstone Inc. is an alternative asset management firm. The company is the largest alternative asset manager in the world and the largest real estate investor in the world. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!
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Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to recei...
2022-12-1558 min
It's New Orleans: Out to LunchChocolate StocksThere’s a good chance you haven’t won the lottery. But you can probably imagine what you’d feel like if you did, because you’ve experienced a version of that kind of financial good news at some point. Maybe when you’ve gotten a bonus at work. Or when the IRS says you overpaid your taxes and sends you a refund. Everybody likes free money. For the most part, that’s why we invest in the stock market. Of course, the act of investing in the market and making money, is the same act as investing in t...
2022-09-2132 min
Chit Chat StocksTexas Instruments (TXN) with John RotontiTexas Instruments designs and manufactures semiconductors and other integrated circuits. The company sells that technology to electronic designers around the world. Listen as Brett and Ryan ask Jon questions about the company, its business model, and valuation. Enjoy the show!
This episode is sponsored by Quartr, the new way of doing company research. Access conference calls, presentations, transcripts, and more for FREE on your mobile device.
Download Quartr on the App Store here: https://apps.apple.com/us/app/quartr-investor-relations/id1552412128
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2022-04-071h 07
Chit Chat StocksKKR (KKR) with John RotontiKKR & Co. is a private equity and real estate investment firm. The company was founded in 1976 and is headquartered in New York. Listen as Brett and Ryan ask John questions about the company, its business model, and valuation. Enjoy the show!
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2022-01-2056 min
Increasing ReturnsEp. 9 - Valuation, portfolio construction, and lots of companies!In this interview with John Rotonti of The Motley Fool, we really cover the waterfront. We talk about portfolio construction, valuation, and discuss the following companies: Shopify, Wix, Slack, PayPal, Square, Twilio, Roku, Spotify, and Zoom. We also talk about the ecological approach we use, where we think of companies as organisms competing in a Darwinian jungle.A transcript of this interview is on our website, at https://www.hellerhs.com/post/valuation-portfolio-construction-and-lots-of-companiesEven though this interview originally aired in October of 2020, I think it remains incredibly relevant, and I hope you enjoy i...
2021-08-1959 min
MarketFooleryFacebook is Really, Really Good at AdvertisingFacebook’s 2nd-quarter revenue growth was driven by its ability to charge more for ads. PayPal’s 2nd-quarter payment volume grew 40%, but shares sell off due to concerns related to eBay. John Rotonti analyzes those stories, iRobot’s 2nd-quarter results, and which companies have (and don’t have) the ability to raise prices. To get 50% off our Stock Advisor service, just go to http://StockIdeas.fool.com.
2021-07-2919 min
Wealth HackersInvesting with John RotontiGuest twitter: https://twitter.com/JRogrow?s=09Host twitter: https://twitter.com/ChubbyDaniels?s=09 John Rotonti's ARTICLES: https://www.fool.com/amp/investing/2019/08/28/esg-investing-how-to-evaluate-a-ceo-using-the-4-cs.aspx?__twitter_impression=true https://www.fool.com/amp/investing/2020/08/18/to-identify-resilience-check-company-vital-sign/?__twitter_impression=true https://www.fool.com/amp/investing/2020/07/16/do-you-have-an-investing-checklist.aspx?__twitter_impression=true. 🔗LINKS🔗 Join the wealth hackers podcast daily show Sunday - Friday 7pm Twitter: @wealth_hackers Telegram: https://t.me/stockfolks Saturday 8pm Instagram:https://instagram.com/thewealthhackers?igshid=lupg9bu7htp4 Facebook:https://www.facebook.com/thewealthhackers/ YouTube: https://youtube.com/user/gbfades12
2021-05-2643 min
Chit Chat StocksJohn Rotonti - Rethinking ValueJohn Rotonti joins us for this week's episode where we cover current valuations as well as interesting innovations in the market. The group discusses semi-conductors and potential moats in the industry. Listen in after the interview for news from the week, Archegos blow-up, and even Spotify's most recent acquisition. Let's go!
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2021-04-061h 45
Motley Fool AnswersClimate Change and a Net Zero EconomyIf BlackRock CEO Larry Fink and The Motley Fool CIO Andy Cross agree that climate change is the most important trend to watch in investing, then it must be worth talking about. Motley Fool Analysts Alyce Lomax and John Rotonti share their advice for investors.
2021-03-0233 minMarketFooleryCybersecurity Stocks, DoorDash IPO Shares of FireEye fall after the cybersecurity company gets hacked. Chewy’s 3rd-quarter report includes growing revenue and a smaller loss than Wall Street was expecting. John Rotonti analyzes those stories as well as the relative attractiveness of DoorDash’s business. Holiday Song - “Winter Song” by Leslie Odom Jr. feat. Cynthia Erivo
2020-12-0921 min