The Complete Investment Checklist with John Rotonti

Chit Chat Stocks · Nov 5, 2025 · 1h 1m

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…