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Rebellious Allocations

Bastion Fiduciary
Eaton
Ferguson
Arista Networks
AI Networking
Data Centers
EOS Software
AI Data Centers
Morningstar
Old Dominion Freight Line
Networking Hardware
Public Clouds
Market Share
Electrification
Industrialization
Aerospace
Bastion Fiduciary
KLA Corporation
Semiconductor Industry
Cisco
Cloud Computing

Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company ex... more

PublishesTwice monthlyEpisodes10Founded6 months ago
Number of ListenersCategories
BusinessInvesting

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Artwork for Rebellious Allocations

Latest Episodes

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, backlo... more

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 ... more

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, mana... more

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, growt... more

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Recent Guests

Nick Lieb
Equity analyst covering industrials at Morningstar
Morningstar
Episode: Nicholas Lieb on Vertiv (VRT)
Todd Wenning
Founder of KNA Capital Management and author of the book, Keeping Your Dividend Edge
KNA Capital Management
Episode: Todd Wenning on Ferguson (FERG)
Will Kerwin
Senior equity analyst covering technology at Morningstar
Morningstar
Episode: Will Kerwin on KLA Corp (KLAC)

Host

John Rotonti
Portfolio manager at Bastion Fiduciary and one of the hosts.

Reviews

5.0 out of 5 stars from 4 ratings
  • Buy & Hold

    John Rotonti puts the fun in fundamental analysis. He’s all about finding companies that have what it takes to go the distance.

    Apple Podcasts
    5
    SilverBirch12164
    United States5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the down-to-earth approach to complex investment topics, highlighting the engaging and informative nature of discussions. Many commend the expertise of guests, citing well-researched content that adds value to their financial understanding.
The engaging storytelling and expert insights resonate well with audiences, making complicated financial concepts more accessible and enjoyable.

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Talking Points

Recent interactions between the hosts and their guests.

Eric Markowitz on the importance of networking and field research in the AI age
Q: What lessons have you learned from your health crisis regarding investment and life philosophy?
My health crisis led me to focus more on building a resilient portfolio and relationships that can withstand Black Swan events, emphasizing the importance of being present and mindful in investing and life.
Eric Markowitz on the importance of networking and field research in the AI age
Q: How do you define a high-quality business?
A high-quality business is one that has a very strong point of view on its industry and a vision of its future, along with an organization that is cohesive and aligned on its mission.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Frequently Asked Questions About Rebellious Allocations

What is Rebellious Allocations about and what kind of topics does it cover?

Conversations on the podcast revolve around identifying overlooked investment opportunities in various industries, often focusing on companies that exhibit qualities of resilience and long-term potential. Experts, including portfolio managers and equity analysts, share insights gained from rigorous fundamental research, emphasizing a disciplined approach to capital allocation amid a landscape dominated by speculation. The discussions engage with the complexities of market dynamics, revealing the frameworks that guide listeners toward understanding value creation and investment strategies that can weather economic fluctuations.

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Which podcasts are similar to Rebellious Allocations?

These podcasts share a similar audience with Rebellious Allocations:

1. Yet Another Value Podcast
2. Chit Chat Stocks
3. The Acquirers Podcast
4. Behind the Balance Sheet
5. Odds on Open

How many episodes of Rebellious Allocations are there?

Rebellious Allocations launched 6 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Rebellious Allocations?

Recent guests on Rebellious Allocations include:

1. Nick Lieb
2. Todd Wenning
3. Will Kerwin

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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