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: https://lastbastion.com/author/jro/

*****************************************************

JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: ⁠https://chitchatstocks.substack.com/⁠ 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

⁠https://www.interactivebrokers.com/⁠ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠ 

*********************************************************************

Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.

Try it for free today: ⁠https://portseido.com/?fpr=ryan63⁠ 

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.