Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500  Companies mentioned: NVDA, CDNS, SNPS, ASML,  LRCX,  AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM,  KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction?  If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may fulfill Berkshire’s criteria Companies discussed: BRK.A, BRK.B, KO, USB, NVR Interview with Todd Combs - https://investmentmanagementinsights.substack.com/p/graham-and-dodd-annual-breakfast Berkshire’s 1986 Letter to Shareholders: Chairman's Letter - https://www.berkshirehathaway.com/letters/1986.html Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Guest John Rotonti discusses the role of ego in investing, assessing valuations, lessons from fund managers, SPAC performance, durability in investments, studying high-quality businesses, and a small-cap pick of the week on the podcast.

John Rotonti, a portfolio manager at Bastion Fiduciary, focuses on industrial and infrastructure investments. He discusses his upcoming fund, emphasizing the search for high-quality, profitable growth companies. Rotonti shares insights on market sentiment's influence on fund launches and the importance of cash allocation. He explores characteristics of 'High Terminal Value' companies and reveals his passion for investing, driven by a systematic approach to crafting a robust portfolio.

In this discussion, John Rotonti, a seasoned investor with a rich background from The Motley Fool, shares his fresh insights as he embarks on a new role at Islamorada Investment Management. He delves into his value investing philosophy and the focus of his new fund on industrials, infrastructure, and housing. John emphasizes the significance of free cash flow and historical context in investment decisions. Plus, he throws in some bold predictions for 2025—definitely a must-listen for aspiring investors!