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The Acquirers Podcast

Value After Hours S06 E11: John Rotonti Jr on best value firm processes and valuing buybacks

Mar 27, 2024
John Rittante Jr. discusses value firm processes, buyback valuation, Royalty companies, Bitcoin challenges, and ecosystem impacts of invasive ants on lion hunting behavior. Insights on private equity, high-growth company valuation, and home construction market dynamics are also explored.
01:00:46

Episode guests

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Quick takeaways

  • Effective selling in unexpected situations is crucial for portfolio stability.
  • Investors shifting towards cash flow-focused strategies over market re-rating models.

Deep dives

Insights on the J-ROW Show Podcast: Deep Dive into Investment Portfolio Managers and Their Processes

The J-ROW Show podcast features discussions with portfolio managers from reputed investment management firms, focusing on their research processes and day-to-day activities. While avoiding stock tips, the emphasis is on understanding the research, analysis, and expectations in the investment industry, common procedures like financial modeling and the importance of detailed processes.

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