John Rotonti - Building a Winning Research Process
A.U.M.
00:00
Journey into Investment Insights
This chapter chronicles the speaker's transformative journey into the investment world, sparked by personal experiences in college and inspired by influential figures like Peter Lynch and Warren Buffett. It outlines their investment philosophy, highlighting a meticulous approach to researching high-quality companies and generating investment ideas based on long-term growth trends. The discussion also explores the launch of a new portfolio focused on U.S.-based industrial and infrastructure companies, emphasizing a strategy that balances traditional valuation methods with innovative stock selection.
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