Talking Billions with Bogumil Baranowski

John Rotonti: Becoming a Better Investor, Great Conversation with a Seasoned Stock Picker


Listen Later

John Rotonti was formerly a Senior Analyst and Head of Investor Training and Development at The Motley Fool. After 9 years at The Motley Fool he is now an individual investor and "free agent" figuring out his next steps.

John is too modest to admit, but he has had a lot of success picking stocks throughout the years, and today he will share his insights, process, and advice for anyone curious about finding good investment for the long-run.

I connected with John through Brad Barrett, best-selling author, and a host of an award winning podcast – Choose FI, where he shares his wisdom about financial independence. Brad was an earlier guest on the podcast, and we had one of the best conversations on the show.

Today, with John,

1. We began our discussion with John's early life, exploring how his upbringing and experiences influenced his relationship with money, investing, and how it ultimately led him to his career path.

2. John shared his insights into what it takes to become a successful stock picker, discussing the criteria and metrics used at Motley Fool, where he was once the highest-ranked stock picker.

3. We talked about a simple yet powerful investment formula that John shared in one of his articles. He explained key concepts like return on invested capital and valuation, why they matter, and how they can contribute to long-term market outperformance.

4. John provided another secret to successful investing: the influence of free cash flow yield. He broke down these concepts for those new to investing, emphasizing their impact on investment return.

5. We discussed the "vital signs" of a business that a stock analyst looks for, according to John. These include a strong balance sheet, return on invested capital, top-line growth, and bottom-line growth.

6. Moving beyond numbers, John shared his thoughts on evaluating good management, highlighting its significance in successful investing.

7. John described his meticulous approach to conducting stock research and shared the importance of using a checklist to avoid overlooking crucial information.

8. We delved into the aspects of buying, holding, and selling stocks. John stressed the importance of patience in active investing and the necessity of adapting to changes in circumstances.

9. John offered advice for investors navigating both major market sell-offs and overheated bull markets, emphasizing the lessons that can be learned from both experiences.

10. To conclude, we talked about John's personal definition of success, exploring what this term means to him in the context of his investing career.

Find John on Twitter: @JRogrow



NEVER INVESTMENT ADVICE.


...more
View all episodesView all episodes
Download on the App Store

Talking Billions with Bogumil BaranowskiBy Bogumil Baranowski

  • 5
  • 5
  • 5
  • 5
  • 5

5

15 ratings


More shows like Talking Billions with Bogumil Baranowski

View all
We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

We Study Billionaires - The Investor’s Podcast Network

3,370 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

813 Listeners

Focused Compounding by Andrew Kuhn and Geoff Gannon

Focused Compounding

274 Listeners

Chit Chat Stocks by Chit Chat Stocks

Chit Chat Stocks

182 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

301 Listeners

The Intrinsic Value Podcast - The Investor’s Podcast Network by The Investor's Podcast Network

The Intrinsic Value Podcast - The Investor’s Podcast Network

552 Listeners

Excess Returns by Excess Returns

Excess Returns

69 Listeners

Value Hive Podcast by Brandon Beylo

Value Hive Podcast

88 Listeners

Chai with Pabrai by Mohnish Pabrai

Chai with Pabrai

78 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

412 Listeners

Yet Another Value Podcast by Andrew Walker

Yet Another Value Podcast

99 Listeners

The Business Brew by Bill Brewster

The Business Brew

243 Listeners

Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

Behind the Balance Sheet

45 Listeners

Joys of Compounding by Colossus | Investing & Business Podcasts

Joys of Compounding

89 Listeners