Talking Billions with Bogumil Baranowski

John Rotonti: Becoming a Better Investor, Great Conversation with a Seasoned Stock Picker

Jul 24, 2023
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 5min
2
The Importance of Free Cash for Yield
04:54 • 2min
3
How My Childhood Influenced My Relationship With Money
06:27 • 4min
4
How to Become a Successful Stock Picker
10:00 • 5min
5
The Importance of Preserving Capital First
15:02 • 2min
6
The Importance of Staying in the Game
17:05 • 2min
7
How to Outperform the Market Over the Long Term
19:26 • 4min
8
The Importance of Valuation in the Long Term
23:16 • 3min
9
The Importance of Having a Good Client Base
26:29 • 3min
10
The Importance of Emotions in Investing
29:29 • 2min
11
The Importance of Fear and Greed
31:22 • 3min
12
The Importance of Information Consumption
34:30 • 4min
13
Long Shelf Life Ideas
38:25 • 4min
14
The Importance of Balance Sheets
42:16 • 3min
15
How to Say No to Almost Everything on a Checklist
45:36 • 3min
16
How to Cut a Dividend to Catch Up to the Economy
48:17 • 2min
17
The Importance of Options in Business
50:28 • 2min
18
The Four C's of Great Corporate Leadership
52:46 • 4min
19
The Errors of Omission and Commission Investing
56:34 • 2min
20
The Importance of Quality Sleep
58:58 • 3min
21
How to Invest Like Nick's Sleep
01:01:33 • 2min
22
How to Deal With Overvalued Stocks
01:03:42 • 4min
23
The Definition of Success
01:07:36 • 2min
24
How to Live a Rich Life Beyond Money
01:10:06 • 2min