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 Strategies
JRo's Notes: https://lastbastion.com/author/jro/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
