A New Investing Podcast You NEED to Follow
Masterclass interviews await for those looking to level up their investing skills...
We couldn’t be more excited to help John Rotonti (Twitter) on his new podcast called The JRo Show. The show will be interviewing experts within and beyond the field of investing, focusing on:
Achieving mastery
Longevity
Sustained performance
And much more. The first four interviews were done with top-notch investors Bill Nygren, Dan O’Keefe, Quoc Tran, and Chris Bloomstran. You can expect more like these in the months to come.
Below, I have linked specifically to each interview and pulled some quotes from each discussion. If you enjoy the episodes, make sure to subscribe to the show wherever you get your podcasts.
Episode 1: Interview With Bill Nygren
Having good written and verbal communication skills is definitely necessary.
How that capital gets redeployed can really make or break the investment thesis.
I think the word compounder elevates sales growth to a way more important level than it deserves relative to business value growth that can come from other means.
Episode 2: Interview With Dan O’Keefe
We are talking about multiple layers of risk management. Number one is buying a business at a discount.
We are generally trafficking in areas where there’s a dissapointment, there’s frustration, and it’s out of favor.
You make money in two ways. You make money from a multiple revaluation and/or you make money from earnings growth.
Episode 3: Interview With Quoc Tran
We take Buffett’s 20 punches very seriously.
So now when we add a new name, in addition ot the fundamental work that we do, before we add the name I look at the individual name’s factors and compare it to our portfolio.
In periods of a drawdown it is sometimes a little bit easier to upgrade the portfolio with higher-quality names.
Episode 4: Interview With Chris Bloomstran
We think we do things perhaps a bit differently from what you define as your classic value investor. We try to be a little opportunistic.
Ideally, we’d love to have a portfolio of companies that were monopolies or ologopolies in industries behaving rationalyl with good economic returns and a permanence to the business.
The purchase of a really good growing business at a price that makes no sense can just kill your return
Remember to subscribe to the JRo Show on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts! If you like Chit Chat Money, you’ll enjoy listening to the JRo Show.
Brett