Episode notes
John Rotonti joined me for the first episode of 2025.
We discuss...
- John's upcoming role as a Portfolio Manager
- How he plans to fight the incentive structure that professional managers face
- The Qualities of industrial assets
- The current state of the market
Best Anchor Stocks: https://www.bestanchorstocks.com/
Islamorada: https://www.islainvest.com/
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