In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he’s forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John’s reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/ 

01:13 Welcome to Investing Unscripted

01:55 Special Guest: John Rotonti

03:43 John's Journey and Career Insights

14:17 Understanding Free Cash Flow and Valuation

24:48 The Importance of Historical Context in Investing

34:34 Understanding P/E Ratios and Valuation

35:04 Estimating Forward Rate of Return

37:13 Introduction to Isla Morada Investment Management

38:06 Rebranding to Bastion Fiduciary

38:43 Acquisition and Growth Strategy

41:02 Launching a New Fund

42:46 Investment Philosophy and Strategy

45:33 Focus on Quality and Value

46:17 Sector-Specific Investment Opportunities

59:48 Reckless Predictions for 2025

01:05:37 Conclusion and Contact Information

Companies mentioned: AAPL, COST, MSFT

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