The Complete Investment Checklist with John Rotonti

On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss: (00:00) Why have an investment checklist? (06:13) Questions to ask in the research process (19:02) Flexibility in Investment Analysis (23:30) Overriding the Checklist: Real-World Examples (28:46) Identifying Generational Investment Themes (29:44) The Industrial Revolution and AI's Role (36:36) Valuation in the Investment Process (47:49) Portfolio Management Strategies JRo's Notes: https://lastbastion.com/author/jro/ ***************************************************** JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: ⁠https://chitchatstocks.substack.com/⁠ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: ⁠https://www.interactivebrokers.com/⁠ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ ********************************************************************* Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Try it for free today: ⁠https://portseido.com/?fpr=ryan63⁠ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Learn more about your ad choices. Visit megaphone.fm/adchoices