Chit Chat Stocks The Complete Investment Checklist with John Rotonti
24 snips
Nov 5, 2025 In this engaging conversation, John Rotonti, a seasoned portfolio manager at Bastion Fiduciary, shares his expertise on creating an effective investment checklist. He discusses the importance of discipline in investing and the core questions one should ask during research. John also dives into the interplay of generational investment themes, like AI's role in today's market, and real-world examples of when to override the checklist. His insights on valuation, portfolio management, and triggers for selling provide invaluable advice for investors.
AI Snips
Chapters
Transcript
Episode notes
Use A Checklist To Force Discipline
- Use a written investing checklist to force discipline, slow down, and reduce mistakes.
- Treat checklists as practice reps to improve repeatability and humility in decision making.
Customize The Checklist By Business
- Tailor your checklist to the business: weight questions differently based on the company's context.
- Focus on the two or three core value drivers most relevant to that specific firm.
Start With Core Research Questions
- When researching a new business, start by asking core questions about value proposition, history, moat, growth, and management.
- Maintain annual review questions on moat width, management behavior, relevance, valuation, risks, and opportunities.