Browsing: Podcast

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, backlog (2/3 of which is renewable/decarbonization projects), growth opportunities, long-term take-or-pay contracts, pricing power, margins and returns on invested capital, risks, and more.Watch here or on YouTube​:https://youtu.be/3EvM5IA8lRM?si=EDJGM5XSq9DDTtHh Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential…

Today we’re tackling oil, Iran, and what’s going on in the commodity space. I’ll start by saying your guess is as good as mine as to what happens next, but as a financial planner, my job is to look at the trends and figure out what potential shifts could be coming for the economy and the markets. The Oil Spike: Could This Be the Pin that Pops the Bubble? Oil prices have seen a big jump, starting the year around $53 a barrel and now pushing close to $100. That’s a significant move in just three months, and the big…

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 annual value investing conference, and publishing a highly-recognized investing newsletter for the last 20 years.Watch here or on YouTube​:https://youtu.be/lQH_3Bn_Osk?si=ixsA3Fz4jdAYFrWj Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss…

In this video, Kirk discusses Roth conversions. https://vimeo.com/1171388255/11ff874834?fl=ip&fe=ec Disclaimers: The hypothetical scenarios presented are for illustrative purposes only and do not reflect the actual circumstances, objectives, or results of any specific client. They are not intended to predict or guarantee future outcomes, and should not be relied upon as individualized advice. Any hypothetical scenarios or illustrations involving current or potential future tax legislation are provided for informational and educational purposes only. These examples are not intended to be, and should not be construed as, legal interpretive guidance or authoritative analysis of any legislative statutes or regulatory provisions. Actual results may vary based…

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, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.Watch here or on YouTube​:https://youtu.be/05qg1WdvmTs?si=OMzoFSyIJvFhiCNy Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for…

In this video, Kirk discusses the future of government debt.https://vimeo.com/1166979241/e45f32bbc8?share=copy&fl=cl&fe=ci Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

Watch on YouTube Source: 7investing on YouTubeWarren Buffett is widely-credited with characterizing competitive advantages as moats that companies will aggressively build & vigorously defend to protect themselves from attacks by others.And while the software industry offers many advantages (such as fast growth and quick iteration), it is very difficult to build a moat in this sector. That’s perhaps one of the key reasons for the recent “SaaS-pocalypse”, where many software stocks have sold off due to the emerging threat of AI and technological disruption.So where do we go from here? Are software stocks now a compelling buying opportunity? Or are…

In this video, Kirk discusses:Dollar depreciatingSilver and GoldMoves in portfolios: emerging, international, precious metals, commoditiesEnergyhttps://vimeo.com/1162397852/10d89f791b?fl=pl&fe=sh Disclaimer: This content is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws and regulations.

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, growth opportunities, pricing power, margins and returns on capital, risks, and more. Watch here or on YouTube​:https://youtu.be/QhsMfjuivDI?si=V-EEhVsmLHwgCqjK Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized…

Join Ricky Mulvey and John Rotonti for a conversation about:The housing shortage and how John is approaching it as an investorFinding high-quality companiesA less-discussed player in the AI buildoutHow sustainable share buybacks reward long-term holdersWatch here or on YouTube​:https://youtu.be/wXZXFpuMPRs?si=QPLbB0CDD8N3iBjF Listen To This Episode on Spotify, Apple or YouTube Click the icons below to listen to this podcast: Spotify Apple Youtube Disclaimer: This video is intended for informational purposes only and does not constitute tax, financial, or legal advice. Investing carries risks, including potential loss of principal. Consult a qualified professional for personalized recommendations and to ensure compliance with applicable tax laws…