Value investor John Rotonti Jr on Industrials, Infrastructure, and the Inversion | S07 E09
Episode publishedPodcast: The Acquirers PodcastThe Acquirers Podcast
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This meeting is being live streamed. That means it's value after hours. I'm Tobias Carlisle, joined as always by my cohost Jake Taylor. Our special guest today is John Rittonti. He's moved firm since we spoke last, so we're gonna be catching with John. How are you? Welcome,
Ben. Yeah. I'm doing well. Thanks for having me. I think this is the third time on the show, so always grateful to be on and talk to you guys. Pleasure
is all ours. Thank
you. So,
John, since you were on last, what give us a quick update. What's, what's happened? What's news?
So I shut down my podcast, The J Wro Show. And in August of twenty twenty four, I started working as a portfolio manager at Islamorada Investment Management. We're gonna be changing our name very soon to Bastian Fiduciary. But I'm a portfolio manager there, and I am managing our industrials and infrastructure portfolio. It's domestic only, long only, about 30 stocks. Right now, nearly 30% cash because I I just launched the portfolio on January twenty third of this year. So I started working August of twenty twenty four. I just launched the portfolio little over a month ago. Not completely buil
gonna who's gonna tease out all the little investment, process related nuances and tips and tricks that, you know, interviewing the world's best investors to to get those little nuggets out now? Yeah.
I mean, hopefully, you know so I've been on I've been on a few podcasts to talk about it, my strategy and my process, and I'm happy to talk about with you guys as well. But, yeah, I I don't know who's I don't know who's gonna actually actually, I do. So Fin, FinChat has launched a, podcast or is about to launch a podcast that, is in the same mold of the J Wro Show. They're gonna be interviewing portfolio managers specifically about their, process and philosophy with with a heavy emphasis on process. Is
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