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 with any excuse I have. He recently delivered a stock picking masterclass here on Talking Billions, look it up, and listen as soon as you can.

John graduated from the University of Richmond with a degree in political science. He also holds a Master of Business Administration (MBA) from Tulane University’s Freeman School of Business, where he graduated in the top cohort of his class. In December 2013, he published a book titled "A Manual on Common Stock Investing." Most recently, he was employed by The Motley Fool for nearly 9 years, voluntarily leaving as a level 3 senior equity analyst and Head of Analyst Training and Development. He identifies as a contrarian value investor by nature and due to life circumstances. He has a very successful and incredibly well-produced podcast that I recommend you explore. I also know he is onto some new very exciting projects, follow him on Twitter to hear more.

Today, we turn the tables, and continue a relatively new Talking Billions tradition of Fireside chats with the guest hosts, where they ask questions, and I do my best to answer. Look up Matt Zeigler’s, Matthew Stafford’s, and Christian Billinger’s fireside chat episode, they are all fantastic, and very very different. I’m lining up a few more, so subscribe if you don’t want to miss them.

In a nutshell, we talk about my investment process, how I work, how I operate, why I invest, and most of all, why I invest in my particular way for a unique type of clients that I love working with. If any of it resonates with you, and you’d like to talk more, head over to Blue Infinitas Capital website or Talking Billions website, and get in touch, I read all my emails.

Without giving too much away, let’s get started!

Podcast Program – Disclosure Statement

Blue Infinitas Capital, LLC is a registered investment adviser and the opinions expressed by the Firm’s employees and podcast guests on this show are their own and do not reflect the opinions of Blue Infinitas Capital, LLC. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.

Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Bloomberg Surveillance TV: June 12, 2024

Bloomberg Surveillance

Intro

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