John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about:
- The housing shortage and how John is approaching it as an investor.
- Finding high-quality companies.
- A less-discussed player in the AI buildout.
- How sustainable share buybacks reward long-term holders.
Host: Ricky Mulvey
Guest: John Rotonti
Engineer: Tim Sparks
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