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Showing episodes and shows of
John Rotonti
Shows
This Time Is Different
How to Invest For Decades w/ John Rotonti
John 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
2025-12-23
53 min
Shooting the Bull With Drowsy and Bear
Episode 9: John Rotonti on AI Infrastructure Plays And Where We Go From Here
On 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
2025-11-20
1h 00
Investing Unscripted
179. The AI Bubble & the State of the Market with John Rotonti
Jason 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
2025-11-12
56 min
Money Unplugged with Chris Hill
Portfolio Manager John Rotonti on Investing in AI, Heist Movies, and Money Struggles
Growing 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...
2025-11-07
31 min
Chit Chat Stocks
The Complete Investment Checklist with John Rotonti
On 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/
2025-11-05
1h 01
Talking Billions with Bogumil Baranowski
John 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...
2025-08-18
1h 15
Shooting the Bull With Drowsy and Bear
Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook
On 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.
2025-08-15
1h 18
Chit Chat Stocks
What 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
2025-08-01
1h 05
The Investing for Beginners Podcast - Your Path to Financial Freedom
What Quotes from Warren Buffett Reveal About How He Thinks As an Investor
In 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...
2025-07-31
41 min
The Investing for Beginners Podcast - Your Path to Financial Freedom
The Myriad of Opportunities in Infrastructure with John Rotonti
In 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
2025-03-27
55 min
The Acquirers Podcast
Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
Value: 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...
2025-03-10
59 min
Planet MicroCap Podcast | MicroCap Investing Strategies
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
My 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...
2025-03-05
1h 17
Planet MicroCap Podcast | MicroCap Investing Strategies
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
My 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...
2025-03-05
1h 17
A.U.M.
John Rotonti - Building a Winning Research Process
On 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...
2025-03-04
58 min
Best Anchor Stocks
14. The Qualities of Industrial Assets w/ John Rotonti
John 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...
2025-01-23
1h 15
Chit Chat Stocks
Launching a Quality Portfolio From Scratch With John Rotonti
On 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...
2025-01-05
1h 22
Investing Unscripted
134. John Rotonti’s Search for Quality and Value
In 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...
2024-12-25
1h 06
Talking Billions with Bogumil Baranowski
A Fireside Chat with the Host: Bogumil answers John Rotonti’s questions
We 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...
2024-08-04
1h 32
Talking Billions with Bogumil Baranowski
A Fireside Chat with the Host: Bogumil answers Christian Billinger’s questions
We 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...
2024-07-18
2h 02
The JRo Show
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund
About 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...
2024-06-19
1h 16
Talking Billions with Bogumil Baranowski
John Rotonti: The Ultimate Stockpicking Masterclass
My 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...
2024-06-17
1h 18
Chit Chat Stocks
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti
The 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...
2024-06-16
1h 05
The JRo Show
Interview with Bill Miller IV of Miller Value Partners
About 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...
2024-06-11
1h 06
The JRo Show
Interview with Ric Dillon, founder and CEO of Vela Investment Management
About 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...
2024-06-06
50 min
The JRo Show
Interview 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...
2024-04-18
1h 34
The JRo Show
Interview with XPEL CEO Ryan Pape
Business 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...
2024-04-12
1h 29
The JRo Show
Interview 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...
2024-03-28
1h 21
The Acquirers Podcast
Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks
Value: 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...
2024-03-27
1h 00
The 7investing Podcast
CROX | 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...
2024-03-14
58 min
The JRo Show
Interview with Dan Davidowitz of Polen Capital
Polen 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...
2024-03-13
1h 31
The JRo Show
Estimating 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...
2024-02-19
1h 06
The JRo Show
Interview with Todd Ahlsten of Parnassus Investments
Todd 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...
2024-01-24
1h 10
The JRo Show
Interview with Chris Bloomstran
2:00 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...
2023-12-04
1h 39
The JRo Show
Interview with Quoc Tran
2:00 – 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
2023-11-16
50 min
Chit Chat Stocks
JRo Show - Interview with Dan O'Keefe
Our 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...
2023-10-30
1h 15
The JRo Show
Interview with Dan O'Keefe
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 1:07:00 – Dan thoughts on passively investing in the S&P 500 1:13:00 – the contradictory psychological profile needed to be a good investor.
2023-10-19
1h 15
Chit Chat Stocks
Presenting: The JRo Show With John Rotonti
John 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...
2023-10-05
46 min
The JRo Show
Interview with Bill Nygren
Bill 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...
2023-09-28
1h 29
Talking Billions with Bogumil Baranowski
John Rotonti: Becoming a Better Investor, Great Conversation with a Seasoned Stock Picker
John 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...
2023-07-24
1h 12
The Investing for Beginners Podcast - Your Path to Financial Freedom
John Rotonti Shares a Master Class on Research and Valuation
Welcome 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...
2023-07-20
1h 11
The Acquirers Podcast
Value After Hours 05 19: John Rotonti on the $30 billion stock no one knows, Berkshire and Buffett
Value: 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...
2023-05-22
1h 00
Investing Unscripted
52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern Age
John 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...
2023-05-13
1h 07
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo
Like 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...
2023-05-02
1h 06
Motley Fool Money
Lessons from Buffett’s Investing Framework
Can 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...
2023-01-28
25 min
Motley Fool Money
Big Tech Layoffs, Signs of Housing Trouble
Alphabet 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...
2023-01-20
39 min
Chit Chat Stocks
Is 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...
2022-12-15
58 min
It's New Orleans: Out to Lunch
Chocolate Stocks
There’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...
2022-09-21
32 min
Chit Chat Stocks
Texas Instruments (TXN) with John Rotonti
Texas 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...
2022-04-07
1h 07
Chit Chat Stocks
KKR (KKR) with John Rotonti
KKR & 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...
2022-01-20
56 min
Increasing Returns
Ep. 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...
2021-08-19
59 min
MarketFoolery
Facebook is Really, Really Good at Advertising
Facebook’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.
2021-07-29
19 min
Wealth Hackers
Investing with John Rotonti
Guest 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
2021-05-26
43 min
Chit Chat Stocks
John Rotonti - Rethinking Value
John 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...
2021-04-06
1h 45
Motley Fool Answers
Climate Change and a Net Zero Economy
If 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.
2021-03-02
33 min
MarketFoolery
Cybersecurity 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
2020-12-09
21 min