Shows
The 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 Welcome2025-03-2756 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 15
Chit 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 22
Investing 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 06
Talking 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
**********************************************************
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
**********************************************************
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
*********************************************************************
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 investors2023-11-1650 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!
*****************************
Chit Chat Money is presented by Interactive Brokers. Switch the best brokerage in investing today: ibkr.com/info
******************************
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 minMotley Fool MoneyNike, FedEx, and The FedThe shipping giant has a demand problem, while Nike may be out of the woods. (0:21) Asit Sharma discusses: - FedEx cutting $1 billion in costs to make up for weak demand - UPS solidly outperforming FedEx (for years) - Nike getting past their inventory problems and increasing digital sales (10:30) John Rotonti and Ricky Mulvey analyze the implications of interest rates being higher for longer and one company that's benefiting. Stocks mentioned: FDX, UPS, NKE, BX Holiday Music: Looks Like A Cold, Cold Winter by Ingrid Michaelson Host: Chris Hill Guests: Asit Sharma, John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, T...2022-12-2127 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!
*****************************
Interested in becoming a member of 7investing? Subscribe with code “MONEY” and get $100 off your annual subscription for life: https://7investing.com/checkout/
*****************************
Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney
Subscribe to our Substack to recei...2022-12-1558 minMotley Fool MoneyLessons From Great Investors The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about...2022-12-0325 minMotley Fool MoneyWhat Really Drives Stocks Higher?Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss: - How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists. Members of any Motle...2022-11-2724 minMotley Fool MoneyBuybacks Done Well (and Not-So-Well)Share buybacks can be a great use of capital, but only for the right price. Dylan Lewis and John Rotonti take a look at two companies that are expert capital allocators and one company that’s made some expensive buybacks. They discuss: - A common misunderstanding investors have about free cash flow - Why management teams often struggle at doing share repurchases well - How Apple became a “shining example” of superior capital allocation - One less-familiar company that’s executed buybacks well Companies discussed: APPL, META, ORLY Capital Allocation episode: https://www.fool.com/podcasts...2022-11-0524 minMotley Fool MoneySemiconductors 101 Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500 Companies mentioned: NVDA, CDNS, SNPS, ASML, LRCX, AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM, KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engine...2022-10-0824 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 minMotley Fool MoneyPessimism High? Might Be Time To Buy "The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. V...2022-09-1920 minMotley Fool MoneyLiz Ann Sonders on Economic Cycles, Stock Prices, and Investing MistakesShorter economic cycles and more frequent recessions doesn't necessarily mean the downturns will be brutal. John Rotonti talked with Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, about: - The “mother’s milk” of stock prices - How this market is simultaneously like the 1970s, post-WWII, and completely unique - One common rebalancing mistake that investors often make Host: John Rotonti Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices2022-09-1830 minMotley Fool MoneyPowell and Inflation, Shopify's Stock SplitInflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from the ECB Forum - Why experts have so consistently been off on inflation - The types of companies you want to own in an inflationary environment - Why Shopify’s stock split is less important than its share structure changes (18:57) Ricky Mulvey and Ron Gross discuss the ins and outs of investing in a bear market and what types of compa...2022-06-3029 minMotley Fool MoneyMoney Laundering 101 Corruption is a trillion-dollar drag for investors. So why doesn’t it get more attention? Oliver Bullough is the author of “Butler to the World: How Britain Helps the World's Worst People Launder Money, Commit Crimes, and Get Away with Anything.” He joined Bill Mann, Maria Gallagher, and John Rotonti to discuss: - The “easy” process of money laundering - A look inside the business of corruption - Super yachts, volcanic islands, and opaque legal structures Hosts: Bill Mann, Maria Gallagher, John Rotonti Guest: Oliver Bullough Producer: Ricky Mulvey Engineers: Dan Boyd, Natasha Hall Learn more about...2022-06-2628 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
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.android
S...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!
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
Download Quartr on the Google Play Store here: https://play.google.com/store/apps/details?id=se.quartr.a...2022-01-2056 min
Industry FocusEnergy: Home Depot + Lowe’s EarningsMotley Fool Analyst John Rotonti returns to the show to take a look at Home Depot and Lowe’s recent earnings reports. Stocks Mentioned: HD, LOW Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com2021-08-2625 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 minIndustry FocusEnergy: Is Linde lindy?Motley Fool Senior Analyst John Rotonti joins the podcast to break down the industrial gas industry and the case for investing in industrial gas giant (and Dividend Aristocrat) Linde. Stocks Discussed: LIN, APD, AIQUY Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com2021-07-0833 minIndustry FocusTech: The Industry Powering the Digital RevolutionAnalysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry. Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com2021-06-0433 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/gbfades122021-05-2643 minIndustry FocusEnergy: Why NVR Is a Top Homebuilding StockMotley Fool Analyst John Rotonti joins the show to discuss the U.S. housing market and why he thinks NVR could be a top-performing stock over the next 5 years. Stocks Mentioned: NVR Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com2021-05-2129 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!
Follow John Rotonti on Twitter: https://twitter.com/JRogrow?s=20
Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
Follow us on Twitter: https://twitter.com/chitchatmoney
Visit our website to see more from your hosts...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 min
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 Erivo2020-12-0921 minIndustry FocusEnergy: A.O. Smith, Hot Stock or in Hot Water?If you took a hot shower this morning, there’s a good chance you got your hot water thanks to a product from A.O. Smith, America’s largest manufacturer of hot water heaters. Operating in an oligopoly market with growing demand as more of the world enters the middle class, A.O. Smith is up 9X over the last 10 years and counts itself among elite company as a dividend aristocrat. With shares down today on a recent short report from J Capital Research, Motley Fool Analyst John Rotonti joins the show to break down the investment opportunities and risks...2019-05-1600 minIndustry FocusEnergy: Is Graco a Great Co.?Sometimes great companies are found in under-the-radar places. Graco is one of those companies. You probably haven’t heard of it (I thought it made baby strollers before doing my research), but this maker of industrial fluid and coating machinery has trounced Mr. Market over the past 25 years. Motley Fool Senior Analyst John Rotonti joins the podcast to discuss why this underfollowed company is an attractive investment today. Stocks Mentioned: GGG, SHW Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn Sto...2019-03-2100 min
Industry FocusTech: Revisited, All Its Cracked Up to P/EWe talk value investing in tech to follow up our P/E episode on growth investing. Analyst John Rotonti explains some key metrics he looks at and discusses a few companies he really likes in the tech space.2016-07-0100 min