

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