Best John Rotonti Podcasts (2024)

1
John Rotonti: The Ultimate Stockpicking Masterclass 1:18:32

3d ago1:18:32

1:18:32

My guest today is John Rotonti — in my mind, John is a very diligent, thoughtful, deliberate stock analyst with a great gift for teaching others the necessary skills to analyze and evaluate businesses. He is kind, generous, and always so much fun to talk to. We recorded our first episode together about a year ago; scroll down to find it. It’s a tru…

1
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti 1:05:52

4d ago1:05:52

1:05:52

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQSpotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgqApple Podcasts: …

1
Pieter Slegers (Compounding Quality): The Art of Quality Investing: How to Invest in the Best Companies in the World 1:22:02

4h ago1:22:02

1:22:02

My guest today is Pieter Slegers. He is the writer behind the widely popular newsletter Compounding Quality. He lives in Belgium, and used to work for a Belgian Asset Manager. His hobbies are running (he ran his first marathon last year), lifting weights and reading books. Pieter is a co-author with Luc Kroeze of a recently published book The Art o…

1
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0? 1:05:00

1h ago1:05:00

1:05:00

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) …

1
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX) 57:25

1d ago57:25

57:25

On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a …

1
Interview with Steve Scruggs, Portfolio Manager of the FPA Queens Road Small Cap Value Fund 1:16:24

1d ago1:16:24

1:16:24

About the FPA Queens Road Small Cap Value Fund What criterial he looks for when investing in a business Portfolio management philosophy and cash position Being a generalist Avoiding making macro predictions The research process and industries he tends to avoid His four-pillar investing framework and research process Valuation and DCF modeling What …

1
What Is Tesla Stock Worth Right Now? (TSLA) 58:30

8d ago58:30

58:30

On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to ou…

1
Interview with Bill Miller IV of Miller Value Partners 1:06:53

9d ago1:06:53

1:06:53

About Miller Value Partners Investing strategy and philosophy Why being too dogmatic about the definition of value may not work in your favor Portfolio management philosophy Risk Management On why he doesn’t short or use options His thesis on bitcoin and why he considers himself to be a massive bitcoin bull Thesis on Microstrategy as the largest co…

1
Morgan Ranstrom: Money with Purpose: Receive the Dividends of an Undivided Financial Life 1:20:29

10d ago1:20:29

1:20:29

Morgan is a singer-songwriter, an author, and the co-founder of Trailhead Planners, a financial planning and wealth management firm serving clients nationally. Morgan lives with his family in Minneapolis, Minnesota.Morgan is the author of Money with Purpose: Receive the Dividends of an Undivided Financial Life and is an in-demand financial industry…

1
10 High Growth Software Stocks That Just Hit 52 Week Lows; Lululemon Update: Phantom Roaring Kitty? (LULU, SNOW, MDB) 1:06:14

11d ago1:06:14

1:06:14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva …

1
Interview with Ric Dillon, founder and CEO of Vela Investment Management 50:03

14d ago50:03

50:03

About Vela Investment Management Vela investment philosophy Vela portfolio management philosophy Why he offers a long/short strategy and uses options Vela’s iterative research process Idea generation Ric’s macro views Vela’s valuation methodology Selling vs trimming What’s next for Vela Investment Management ****************************************…

1
Innovative Industrial Properties (IIPR): "Patience is a Virtue" 5:49

15d ago5:49

5:49

Innovative Industrial Properties is America's only publicly-traded REIT who's exclusively focused on the cannabis industries. It buys cannabis-growing facilities and then rents the spaces out to tenants through triple-net leases. Business was booming in the zero-interest rate economy, with IIP's committed capital skyrocketing 60-fold from $30 milli…

1
Deere: A Wide Moat Stock Hiding In Plain Sight? With Best Anchor Stocks (Ticker: DE) 58:30

15d ago58:30

58:30

SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Grow…

1
Brian Portnoy, CFA, PhD: Geometry of Wealth; The Search for Funded Contentment & Underwriting a Meaningful Life 1:02:15

18d ago1:02:15

1:02:15

“True wealth is the ability to underwrite a meaningful life.”My guest today is Brian Portnoy, CFA, PhD — the Founder of Shaping Wealth.Brian is one of the world’s leading experts on the psychology of money. He has written multiple bestselling books, including The Geometry of Wealth, and has 20+ years of experience as an investor and educator in the…

1
The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY) 1:05:17

18d ago1:05:17

1:05:17

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dy…

1
Portfolio Rankings: What Stocks Are We Buying and Selling? 1:11:29

22d ago1:11:29

1:11:29

On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advant…

1
Adam Seessel: Where the Money Is: Value Investing in the Digital Age 1:12:58

25d ago1:12:58

1:12:58

Investing continues to change -- we talk about Ben Graham's lessons from one particular investment, and where the money is in this new era for investors.Any stocks mentioned today, as always, are no recommendations; they are case studies or illustrations — please do your own research and/or talk to an advisor, please.My guest today is Adam Seessel.…

1
Dutch Bros vs. Starbucks; Red Lobster Bankruptcy; Retail Consumer Recession? (ULTA, LULU + More) 1:07:13

25d ago1:07:13

1:07:13

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros …

1
Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report) 1:10:04

29d ago1:10:04

1:10:04

On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Pa…

1
Tesla "The Car Company" is Worth $104 Per Share. Here's Why. 21:59

1M ago21:59

21:59

Tesla (Nasdaq: TSLA) is one of the market’s most unique battleground stocks. People either love it or they hate it, the financial media's commentary is either euphoric or miserable, and institutional price targets have ranged everywhere from $10 to $2,000. For the past two weeks, 7investing CEO Simon Erickson has been building a very detailed disco…

1
Jeff Gilbert: Curiosity, Ethics, Investing, Frauds & More 1:21:02

1M ago1:21:02

1:21:02

An hour-plus with a master storyteller, forensic accountant, investor, and a good friend. Jeff is such a terrific guy. He has that voice and storytelling gift that keeps you hooked for hours because every minute, you feel like he is letting you in on the biggest secret, and he really is. I had to have him here on TB, and he kindly said yes. He is a…

1
Roaring Kitty is BACK (maybe?); Executive Turmoil At Boston Omaha; Is Google Winning The AI War? (BOC, GOOG) 1:06:01

1M ago1:06:01

1:06:01

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocat…

1
The Intentional Investor #4: Bogumil Baranowski with Matt Zeigler on the Epsilon Theory Podcast 1:12:04

1M ago1:12:04

1:12:04

A wide-ranging discussion about money, wealth, investing, inherited wealth, books, curiosity, ideas, and more! Full Credit to Matt Zeigler, his Intentional Investor on Epsilon Theory Podcast. Thank you, Matt!In this episode of The Intentional Investor, host Matt Zeigler is joined by Bogumil Baranowski to discuss the power of investing with a multi-…

1
Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO) 1:07:52

1M ago1:07:52

1:07:52

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capita…

1
Elizabeth C. Pagé: Leadership for a Change — What Climbing the Himalayas with a Sherpa Can Teach Us About Business 1:21:00

1M ago1:21:00

1:21:00

We will learn about leadership from a global executive who taught 60,000 students around the world.My guest today is Elizabeth Campbell Pagé. She is an entrepreneur, manager, and global executive in international organizations, including The World Bank, Inter-American Development Bank (IDB), and The Royal Society. Elizabeth teaches cross-sectoral t…

1
Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable 1:05:27

1M ago1:05:27

1:05:27

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder A…

1
Stanley Druckenmiller: The Investor That Beat Warren Buffett 1:11:33

1M ago1:11:33

1:11:33

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing …

1
Jeremy Deal: Cultivating the Investing Craft 1:18:23

2M ago1:18:23

1:18:23

Jeremy Deal is the founder of JDP Capital Management. JDP is a private partnership that makes investments in public stocks where the quality and durability of future earnings power is not reflected in the price. The fund's goal is to buy and hold a handful of businesses that can survive and thrive over long periods of time.www.jdpcap.comToday, my g…

1
Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN) 1:05:49

2M ago1:05:49

1:05:49

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal…

1
The Art of Quality Stocks: Investing In The Best Companies to Outperform The Market 47:10

2M ago47:10

47:10

On this episode of Chit Chat Stocks, Brett and Ryan chat with Pieter aka the Compound Quality Twitter account. He and his team have a new book out on quality investing (link below), and Ryan and Brett had the pleasure of delving into the book and how quality investing can work over the long term. We discuss: 00:00 Introduction and Background 06:06 …

1
A Fireside Chat with the Host: Bogumil answers Matthew Stafford’s questions 1:10:09

2M ago1:10:09

1:10:09

Before I tell you about this week’s bonus episode, here is a quick announcement: this episode will air on Wednesday, May 1, a day before my arrival in Omaha for Buffett’s Berkshire Meeting. If you are in Omaha and see me, please say hello; I’d love to meet you and hear more about you. Even if you aren’t coming to Omaha but feel inspired to share so…

1
China's Enron Moment. Plus, Why Is Tesla Stock Rising? (TSLA) 1:08:42

2M ago1:08:42

1:08:42

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (09:19) The Cybertruck and Tesla's Future (25:57) The Best Business in Big Tech (36:12) Valuation of Visa and Mastercard (43:39) The Chinese Real Estate Bubble (53:14) The Impact of Higher Capital Gains Tax Rates ***************…

1
Guido Alfani: As Gods Among Men. A History of the Rich in the West 1:24:14

2M ago1:24:14

1:24:14

What if you could learn from the richest people that ever lived -- both how to make money, and how to keep it once you make it. My guest has a lot to share about both pursuits.Guido Alfani is a Professor of Economic History at Bocconi University, Milan (Italy). He is also an Affiliated Scholar at the Stone Center on Socio-Economic Inequality (New Y…

1
The State of the ~NICOTINE~ Industry With Devin LaSarre 1:09:16

2M ago1:09:16

1:09:16

On this episode of Chit Chat Stocks, Brett talks with Invariant's Devin LaSarre on the nicotine market and where the industry sits as of early 2024. They discuss: (08:02) Regulatory Challenges in the Nicotine Industry (30:20) The Potential of Nicotine Pouches and Next-Gen Products (39:59) The Benefits of a Basket Approach for Investing in the Nicot…

1
Ken Honda: Happy Money - The Japanese Art of Making Peace with Your Money 1:13:32

2M ago1:13:32

1:13:32

80th Episode!! My guest today is Ken Honda, the best-selling author of a beautiful book — Happy Money.Another way of looking at money: a money conversation that will make you smile if not laugh!At just 29 years old, Ken made an unexpected decision: he stepped away from a successful career in consulting and accounting to fully immerse himself in the…

1
Will Starlink Crush the Competition? Plus, More Management Malfeasance 1:09:00

2M ago1:09:00

1:09:00

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: Chapters (11:53) The challenges of scaling Starlink's satellite internet service (38:01) Discrepancies between operating margin and free cash flow (46:43) Ally Financial's earnings (58:44) Netflix's Earnings Report as a good ome…

1
Interview with Chris Pavese of Broyhill Asset Management 1:34:58

2M ago1:34:58

1:34:58

Broyhill overview and investment philosophy Portfolio management Risk management Team size and research process and idea generation Macro outlook and incorporation into process Valuation When to sell What Chris is reading ********************************************************** Options are not suitable for all investors and carry significant risk…

1
Small Cap Value Investing: How to Find Long Term Winners For Your Portfolio 1:17:38

2M ago1:17:38

1:17:38

On this episode of Chit Chat Stocks, Brett is joined by Jim Gillies and Todd Wenning to discuss small-cap value investing, hidden gems, and flyover stocks. They cover: (06:36) Finding Uncorrelated Stocks (35:22) Disqualifying a Company: Management, Moats, and Passion (45:35) Red Flags for Dishonest Management (59:41) Finding Hidden Gems in Differen…

1
The Hidden Costs of Moving Money: A Wise Perspective 33:56

2M ago33:56

33:56

If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy te…

1
Polina Pompliano: Hidden Genius: The Secret Ways of Thinking that Power the World’s Most Successful People 1:15:05

2M ago1:15:05

1:15:05

My guest today is the author of “Hidden Genius,” The Secret Ways of Thinking that Power the World’s Most Successful People, Polina Marinova Pompliano. She is the founder of The Profile, a media organization that studies successful people and companies.Previously, she spent five years at FORTUNE where she covered technology and venture capital.As th…

1
Celsius Energy Drinks, Meta Platforms, and Spotify Uncertainty With Alex Morris (CELH, META, SPOT) 1:08:31

2M ago1:08:31

1:08:31

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week, Alex Morris from the TSOH Investing Research Service joined the show to discuss: (08:07) International Expansion and Distribution Partnerships for Celsius (27:09) The Future Growth of Netflix and the Potential of an Ad-Supported Tier (41:00)…

1
Interview with XPEL CEO Ryan Pape 1:29:37

2M ago1:29:37

1:29:37

Business description Business Model Problems solving and value proposition Market share Pricing power and pricing strategy Balance Sheet Income statement and biggest costs/expenses Future growth opportunities Market penetration Ryan's history at XPEL Margins and returns on invested capital Asset turnover, inventory turnover, and cash conversion cyc…

1
10 Rapid Fire Stocks 1:15:26

2M ago1:15:26

1:15:26

On this episode of the Chit Chat Stocks podcast, Brett and Ryan go through 10 rapid-fire stocks from listener-suggested tickers. We cover: (03:30) Nike (NKE) (26:12) Semrush (SEMR) (32:27) Confluent (CFLT) (38:27) HelloFresh (HFG) (47:02) Atkore (ATKR) (57:18) Starbucks (SBUX) (01:03:27) StoneX Group (SNEX) (01:08:04) Picking favorites + other stoc…

1
Devin Martin: Discovering Lifestyle Integrity: Wealth, Success, Dream Life & Career 1:35:44

2M ago1:35:44

1:35:44

Devin Martin is the founder of the executive life coaching company LifeStyle Integrity. His purpose is to bring wisdom to power, and his passion is helping leaders make life-altering decisions.Because of his core belief that the fate of both humanity and the planet hinges on the decisions that our leaders make, he has since dedicated his career to …

1
Amazon's Most Powerful API 1:04:14

2M ago1:04:14

1:04:14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Overview (02:59) Discussion on Spotify's Price Hikes (07:11) Proxy Battle at Disney (25:23) Comparing Financials of Nike and Lululemon (28:09) Considering the Risk-Reward Ratio in Apparel Investments (33…

1
Shockwave (SWAV) Receives Buyout Offer from J&J: What Investors Should Know 13:11

3M ago13:11

13:11

ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the o…

1
GoGo: A Wide Moat Stock At a Free Cash Flow Inflection? (GOGO) 1:04:49

3M ago1:04:49

1:04:49

On this episode of Chit Chat Stocks, Brett pitches Ryan on GoGo, an inflight internet provider for private jets. Listen to the full show to see if he is buying shares. On the episode, we cover: (00:00) Introduction to GoGo and its Misleading Name (03:02) Background and Financial History of GoGo0 (6:11) GoGo's Exclusive Spectrum and CEO Change (09:4…

1
Gautam Baid: The Making of a Value Investor: What a Bear Market Taught Me About Investing 1:06:21

3M ago1:06:21

1:06:21

Best-Selling Author | 2nd Time on TB | Top Ten TB Episode for 12 months | 50,000 Download MilestoneGautam Baid, CFA is the Managing Partner of Stellar Wealth Partners India Fund. He invests in listed Indian equities with a long-term, fundamental, and value-oriented approach.Gautam is the author of the international best-seller on value investing, T…

1
Long Bitcoin, Short MicroStrategy 1:07:38

3M ago1:07:38

1:07:38

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (00:00) Introduction and Sponsor (00:32) Overview of Topics (04:02) Hilarious Parody Buy Rating (05:13) Financials of Trump Media (07:45) Ludicrous Valuation of Trump Media (09:24) Sentencing of Sam Bankman-Fried (16:15) Winners…

1
Interview with Win Murray, Director of Research at Diamond Hill (former DoR at Harris Oakmark) 1:21:06

3M ago1:21:06

1:21:06

Diamond Hill is a philosophically pure intrinsic value investing firm Living in Columbus, The Austin of Ohio What makes a great equity analyst vs an average analyst How to determine investing team size (using math) Analyst productivity and how that leads to a better opportunity set and ultimately better client outcomes Generalist vs specialist anal…

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