Investing Unscripted
134. John Rotonti’s Search for Quality and Value
Dec 25, 2024
In this discussion, John Rotonti, a seasoned investor with a rich background from The Motley Fool, shares his fresh insights as he embarks on a new role at Islamorada Investment Management. He delves into his value investing philosophy and the focus of his new fund on industrials, infrastructure, and housing. John emphasizes the significance of free cash flow and historical context in investment decisions. Plus, he throws in some bold predictions for 2025—definitely a must-listen for aspiring investors!
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Quick takeaways
- John Rotonti emphasizes the importance of networking and adaptability in navigating a successful career in the investment industry.
- His value investing strategy focuses on quality assessments, meticulous valuation, and a conservative risk-reward approach to enhance decision-making.
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