Insights from recent episode analysis
Audience Interest
Podcast Focus
Publishing Consistency
Platform Reach
Insights are generated by CastFox AI using publicly available data, episode content, and proprietary models.
Est. Listeners
Based on iTunes & Spotify (publisher stats).
- Per-Episode Audience
Est. listeners per new episode within ~30 days
1 - 1,000 - Monthly Reach
Unique listeners across all episodes (30 days)
1 - 5,000 - Active Followers
Loyal subscribers who consistently listen
1 - 500
Market Insights
Platform Distribution
Reach across major podcast platforms, updated hourly
Total Followers
—
Total Plays
—
Total Reviews
—
* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
Recent episodes
Nicholas Lieb on Cintas (CTAS)
May 4, 2026
Unknown duration
Will Kerwin on Teradyne (TER)
Apr 17, 2026
Unknown duration
Krzysztof Smalec on Linde (LIN)
Mar 26, 2026
Unknown duration
John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years
Mar 2, 2026
Unknown duration
Brett Castelli on GE Vernova (GEV)
Feb 23, 2026
Unknown duration
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 5/4/26 | Nicholas Lieb on Cintas (CTAS) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicholas Lieb discuss Cinta’s corporate history, business model, competitive position in the uniform rental and related markets, its competitive advantages, management team, growth opportunities and acquisition engine, pricing power, recurring revenue, margins and returns on invested capital, risks, and more. | — | ||||||
| 4/17/26 | Will Kerwin on Teradyne (TER) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Will Kerwin discuss Teradyne's corporate history, business model, competitive position in the semiconductor test and robitcs markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on invested capital, risks, and more. | — | ||||||
| 3/26/26 | Krzysztof Smalec on Linde (LIN) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Krzysztof Smalec discuss Linde’s corporate history, business model, competitive position in the global industrial gas market, its competitive advantages, management team, backlog (2/3 of which is renewable/decarbonization projects), growth opportunities, long-term take-or-pay contracts, pricing power, margins and returns on invested capital, risks, and more. | — | ||||||
| 3/2/26 | John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years | John Heins, Director of the C.T. and Kelley Fitzpatrick Center for Value Investing at the University of Alabama and owner and publisher of Value Investor Insight, discusses teaching value investing, designing a value investing curriculum, hosting an annual value investing conference, and publishing a highly-recognized investing newsletter for the last 20 years. | — | ||||||
| 2/23/26 | Brett Castelli on GE Vernova (GEV) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s corporate history, business model, competitive position in the power and electrification end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more. | — | ||||||
| 1/15/26 | Nicholas Lieb on Eaton (ETN) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more. | — | ||||||
| 12/10/25 | Nicholas Lieb on Vertiv (VRT) | Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more. | — | ||||||
| 11/24/25 | Will Kerwin on Arista Networks (ANET) | Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructure buildout, Arista's networking hardware and software portfolio, the competitive landscape, growth opportunities, and Arista's "wide" moat and "exemplary" management. | — | ||||||
| 10/13/25 | 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. | — | ||||||
| 10/13/25 | 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. | — | ||||||
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| 10/13/25 | 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. | — | ||||||
| 10/13/25 | 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. | — | ||||||
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Chart Positions
3 placements across 3 markets.
Chart Positions
3 placements across 3 markets.