Rebellious Allocations

By Bastion Fiduciary

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental resear... more

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FAQs about Rebellious Allocations:

How many episodes does Rebellious Allocations have?

The podcast currently has 14 episodes available.

Rebellious Allocations episodes:

October 13, 2025 Todd Wenning on Ferguson (FERG)
Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business model, competitive landscape, moat, management, corporate culture, and more.
...more
46min
October 13, 2025 Will Kerwin on KLA Corp (KLAC)
Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip manufacturing, KLA’s moat, management, corporate culture, and more.
...more
46min
October 13, 2025 Todd Wenning on Old Dominion Freight Line (ODFL)
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model, competitive landscape, moat trends, management, corporate culture, and more.
...more
53min
October 13, 2025 Eric Markowitz on the importance of networking and field research in the AI age
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research process, getting comfortable with short-term underperformance, and more.
...more
1h

FAQs about Rebellious Allocations:

How many episodes does Rebellious Allocations have?

The podcast currently has 14 episodes available.