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22min chapter
The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management
Planet MicroCap Podcast | MicroCap Investing Strategies
Investing Journey: From Classroom to Capital Markets
In this chapter, the speaker recounts their unexpected journey into investing, sparked by family financial struggles and ignited by influential literature like Peter Lynch's 'One Up on Wall Street.' They reflect on early career experiences, mentorship, and the transition from hospitality to equity sales, culminating in their current role in investment management. The chapter delves into investment philosophy centered on industrials and infrastructure, emphasizing the significance of quality management and long-term growth strategies.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode