In this episode, the hosts reconnect with John Rotonti, portfolio manager at Islamorada Investment Management. John offers insights into his approach to selecting stocks, emphasizing the significance of long-duration growth and sticking to high-quality businesses.

He outlines the focuses of his portfolio that includes industrials, infrastructure, and housing-related stocks, while managing a considerable cash position due to selectivity in quality investments. John also shares his perspective on industry-wide sell-offs, giving examples of influential stocks and CEOs, discussing characteristics crucial for sustaining competitive advantages and long-term returns.

00:00 Introduction and Welcome

00:08 John Rotonti's New Role and Portfolio Overview

01:00 Portfolio Composition and Strategy

01:34 Infrastructure and Housing Investments

05:26 Cash Management and Investment Philosophy

10:25 Industry-Wide Sell-Offs and Contrarian Investing

19:57 Long Duration Growth and Utility Investments

24:30 Evaluating Company Growth Potential

25:06 Revenue Growth Analysis

26:36 Margin Expansion Opportunities

28:23 Case Study: Stock Movement Between Buckets

28:56 Electrification and Data Centers

33:27 GE Renova: A Deep Dive

39:08 Mount Rushmore of CEOs

43:08 Investment Strategies and Moats

46:04 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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What do Dave and Andrew recommend?

Subscribe to John Rotonti's fantastic newsletter at lastbastion.com.

Andrew works really hard to find the best insights he can every single month at Value Spotlight. To see a sample of his previous work, go to stockwriteup.com.

Have questions? Send them to [email protected]

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