"Find Your Way and Be Great at It" — John Rotonti on Quality, Culture, and the Art of Conviction Investing

<p>Todd sits down with John Rotonti, portfolio manager at Bastion, for a wide-ranging conversation on what separates great investors from good ones, why there&#39;s no single &quot;right way&quot; to invest, and how to get comfortable paying a premium multiple for exceptional businesses. John shares key takeaways from his J-Ro Show, where he interviewed some of the top names in professional investment management, and breaks down the four growth engines he looks for in a portfolio company. The conversation covers position sizing, the Mittelstand concept, corporate culture as an undervalued moat, and why Amphenol&#39;s seat at the table with NVIDIA may be one of the most compelling stories in the market today.</p><p><em>Topics covered: concentrated portfolios, justified P/E ratios, family-run businesses, acquisition machines, AI infrastructure, quality vs. valuation, and more.</em></p><p>For more information, including important disclaimers, please <a href="https://www.flyoverstocks.com" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠visit the Flyover Stocks blog⁠⁠⁠</a>.</p><p>Flyover Stocks is an educational podcast hosted by Todd Wenning.</p><p>Todd is the founder of KNA Capital, an investment adviser registered in the state of Ohio.</p><p>The views expressed on this podcast — including those of any guests — are for informational purposes only and do not necessarily reflect the views of KNA Capital or its clients.Nothing discussed should be considered investment advice or a recommendation for any particular security.</p><p>All investments involve risk, including possible loss of principal.For more information, please see KNA Capital’s Form ADV at <a href="https://www.kna-capital.com" target="_blank" rel="ugc noopener noreferrer">⁠⁠⁠www.kna-capital.com⁠⁠⁠</a>.</p>