In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses.
He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns.
00:00 Introduction and Welcome
00:08 John Rotonti's New Role and Portfolio Overview
01:00 Portfolio Composition and Strategy
01:34 Infrastructure and Housing Investments
05:26 Cash Management and Investment Philosophy
10:25 Industry-Wide Sell-Offs and Contrarian Investing
19:57 Long Duration Growth and Utility Investments
24:30 Evaluating Company Growth Potential
25:06 Revenue Growth Analysis
26:36 Margin Expansion Opportunities
28:23 Case Study: Stock Movement Between Buckets
28:56 Electrification and Data Centers
33:27 GE Renova: A Deep Dive
39:08 Mount Rushmore of CEOs
43:08 Investment Strategies and Moats
46:04 Conclusion and Final Thoughts
Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.
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What do Dave and Andrew recommend?
Subscribe to John Rotonti's fantastic newsletter at lastbastion.com.
Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.
Have questions? Send them to newsletter@einvestingforbeginners.com
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The Investing for Beginners Podcast - Your Path to Financial Freedom