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Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook
On this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.
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By Drowsy InvestorOn this special August 2025 episode, Bear and Drowsy talk with John Rotonti of Bastion Fiduciary on his investing toolkit, how to invest in high valuation markets, and a deep dive on his thinking of the next generation of AI infrastructure. We discuss how to filter through the noise, differing approaches towards valuing companies, and much discussion on AI, energy, and the needs of the future.