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.

01:17:11

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John Rotonti

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Quick takeaways

John Rotonti emphasizes the importance of the 'electrification of everything' as a primary investment theme in his portfolio management.

His rigorous investment criteria focus on evaluating intrinsic business quality, management alignment, and sustainable growth potential in companies.

The upcoming Planet MicroCap Showcase in Las Vegas will gather notable figures and foster community engagement among microcap investors.

Deep dives

Upcoming Planet Microcap Showcase

The podcast highlights the upcoming Planet Microcap Showcase, set to take place from April 22 to 24, 2025, at the Paris Hotel and Casino in Las Vegas. This event promises to be a significant gathering for microcap investors, featuring over 400 attendees and around 100 registered companies. Notable keynote speakers include recognized figures in investment circles, and the event will also feature live podcast panels and stock pitches from leading microcap investors. Registration details are available on the event's website, emphasizing its importance for those interested in the microcap sector.

Intro

2min

Philadelphia Fans in New Orleans

3min

Investing Journey: From Classroom to Capital Markets

22min

Investing in the Electrification Era

23min

Mastering Micro and Small-Cap Investment Research

14min

Harnessing Expert Knowledge for Investment Insights

3min

Lessons from the Investment Journey

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

We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communities, period.

We couldn't be more thrilled to leverage our expertise in curating and hosting large scale MicroCap conferences, and teaming up with MicroCapClub to put together world class conferences for the MicroCap community.

First up, the Planet MicroCap Showcase: VEGAS in partnership with MicroCapClub will be held on April 22-24, 2025 at the Paris Hotel & Casino in Las Vegas. Registration is now live, please visit: https://www.meetmax.com/sched/event_113149/conference_home.html. See you in Vegas!

Planet MicroCap Podcast is on YouTube! All archived episodes and each new episode will be posted on the Planet MicroCap YouTube channel. I’ve provided the link in the description if you’d like to subscribe. You’ll also get the chance to watch all our Video Interviews with management teams, educational panels from the conference, as well as expert commentary from some familiar guests on the podcast.

Subscribe here: http://bit.ly/1Q5Yfym

Click here to rate and review the Planet MicroCap Podcast

The Planet MicroCap Podcast is brought to you by SNN Incorporated, The Official MicroCap News Source, and the Planet MicroCap Review Magazine, the leading magazine in the MicroCap market.

You can Follow the Planet MicroCap Podcast on Twitter @BobbyKKraft

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