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.
Ask episode
Chapters
Books
Transcript
Episode notes