John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about:

- The housing shortage and how John is approaching it as an investor.

- Finding high-quality companies.

- A less-discussed player in the AI buildout.

- How sustainable share buybacks reward long-term holders.

Host: Ricky Mulvey

Guest: John Rotonti

Engineer: Tim Sparks

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