52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern Age

John Rotonti is a value investor and the former head of analyst training for The Motley Fool. He's spent the past several years studying Warren Buffett, trying to better understand and decode the legendary investor's success and process. He's also been a successful investor in his own right, with an approach built around a disciplined accumulation of dominant, asset-heavy companies with industry-leading positions, resilient, profitable businesses, and room for continued growth. 

Fresh off their trip to Omaha, Jason and Jeff spoke with John about Buffet and Berkshire, his process, and how he thinks about investing in the new environment.  

Buffett's Alpha (referenced by John): https://www.tandfonline.com/doi/full/10.2469/faj.v74.n4.3 

Find John on Twitter: https://twitter.com/JRogrow 

Companies mentioned: APD, BOA, BRK.A, BRK.B, EQNR, LIN, TFC

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