Evaluating Stock Valuations: A Cautious Approach

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 Trane Technologies, discussing their valuation and growth potential.

00:00 Introduction and Guest Welcome

01:45 John Rotonti's Investment Journey

03:26 Influential Investing Role Models

10:37 Launching the Industrial and Infrastructure Portfolio

12:34 Research and Investment Process

18:14 Idea Generation and Screening

22:31 Long-Term Investment Trends

30:54 The BlackBerry Investment Lesson

32:55 Surprising Upside Investments

40:43 Valuation Insights and Strategies

44:40 High-Quality Businesses at High Multiples

54:26 Advice for Aspiring Investors

57:17 Conclusion and Final Thoughts

Find more of John's work here: https://lastbastion.com/author/jro/