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 Historical Context in Investing
34:34 Understanding P/E Ratios and Valuation
35:04 Estimating Forward Rate of Return
37:13 Introduction to Isla Morada Investment Management
38:06 Rebranding to Bastion Fiduciary
38:43 Acquisition and Growth Strategy
41:02 Launching a New Fund
42:46 Investment Philosophy and Strategy
45:33 Focus on Quality and Value
46:17 Sector-Specific Investment Opportunities
59:48 Reckless Predictions for 2025
01:05:37 Conclusion and Contact Information
Companies mentioned: AAPL, COST, MSFT
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