S3 - Ep 6 Quality is Winning Again in 2023 - John Rotonti Convo

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet

Like many in our industry, John started investing (studying businesses and valuing stocks) in college so he's been analyzing businesses and following markets for almost 25 years. John graduated Phi Beta Kappa and Magna Cum Laude from the University of Richmond and graduated with his MBA as part of the Beta Gamma Sigma International Honors Society from Tulane University. John published a book on Investing titled "A Manual on Common Stock Investing" in 2013. For the past 9 years John has been the Senior Analyst, Portfolio Lead, and the Head of Investor Training and Development at The Motley Fool. He recently resigned from the Motley Fool so he could focus on joining a new team at an institutional value firm as a senior analyst.

We talked about a handful of John's favorite businesses and stocks including BRK, O'Reilly Automotive, Nextera Energy, CarMax, and Domino's.

We also talked about the private market alternative asset managers via Blackstone, KKR and tried to dispel the myths around taking marks, and the opportunities for the Alt firms as prices get dislocated and dry powder gets put to work at attractive prices. We also talk about John liking energy and banks as sentiment has turned sour. We both like to buy diamonds (great businesses) in the dumpster (hated and with low expectations). We also talk about the JNJ spin-off of its consumer products brand, now called Kenvue.

Great talk, I think you'll enjoy it.

Follow John on Twitter @JRogrow

For more information on the Brands Fund and investing in the worlds leading brands, please go to:

https://www.globalbrandsmatter.com/dynamic-portfolio