"Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing

About this episode

Todd Wenning interviews John Rotonti about the nuances of conviction investing and what distinguishes great investors.

Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there's no single "right way" to invest, and how to get comfortable paying a premium multiple for exceptional businesses. John shares key takeaways from his J-Ro Show, where he interviewed some of the top names in professional investment management, and breaks down the four growth engines he looks for in a portfolio company. The conversation covers position sizing, the Mittelstand concept, corporate culture as an undervalued moat, and why Amphenol's seat at the table with NVIDIA may be one of the most compelling stories in the market today. Topics covered: concentrated portfolios, justified P/E ratios, family-run businesses, acquisition machines, AI infrastructure, quality vs. valuation, and more. For more information, including important disclaimers, please ⁠⁠⁠visit the Flyover Stocks blog⁠⁠⁠ . Flyover Stocks is an educational podcast hosted by Todd Wenning. Todd is the founder of KNA Capital, an investment adviser registered in the state of Ohio. The views expressed on this podcast — including those of any guests — are…

People in this episode

Host: Todd Wenning

Guest: John Rotonti

Topics covered

• conviction investing
• corporate culture
• position sizing
• growth engines
• concentrated portfolios
• quality vs. valuation

Keywords

• investment management
• premium multiple
• family-run businesses
• acquisition machines
• AI infrastructure

Mentioned in this episode

Organizations: Bastion, Amphenol, NVIDIA, KNA Capital

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