Planet MicroCap Podcast | MicroCap Investing Strategies

The Electrification of Everything with John Rotonti, Portfolio Manager at Islamorada Investment Management

Mar 5, 2025

In this discussion, John Rotonti, Portfolio Manager at Islamorada Investment Management, delves into the electrification of industrial sectors and its investment implications. He shares insights on evaluating businesses in this evolving landscape, particularly the aging U.S. electrical grid and increasing semiconductor demand. John also recounts his unexpected journey into investing, emphasizing the need for thorough research, cash flow analysis, and understanding management incentives. His passion for quality businesses and long-term growth shines through as he navigates the future of infrastructure investments.

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Intro

00:00 • 2min

Philadelphia Fans in New Orleans

02:29 • 3min

Investing Journey: From Classroom to Capital Markets

05:46 • 22min

Investing in the Electrification Era

27:22 • 23min

Mastering Micro and Small-Cap Investment Research

50:52 • 14min

Harnessing Expert Knowledge for Investment Insights

01:04:34 • 3min

Lessons from the Investment Journey

01:07:52 • 9min

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.

For more information about Islamorada Investment Management, please visit: https://www.islainvest.com/

You can Follow John Rotonti on Twitter/X: @Jrogrow

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