Episode 4: John Rotonti on Long Term Winners and AI Infrastructure Playbook

In this episode of Shooting the Bull, Drowsy and Bear host John Rotonti to discuss investing strategies and market trends. John shares his approach to evaluating companies, focusing on long-term growth, infrastructure, and the importance of understanding a company's value proposition. The conversation covers various topics, including AI, data centers, and the electrical grid, with John providing insights into potential investment opportunities and the factors he considers when selecting companies for his portfolio. The hosts and John explore different lenses for evaluating stocks, emphasizing the value of diverse perspectives in investing.