Mar 4, 2020 by John RotontiEverything You Want to Know About CDW, One of My Favorite StocksThis value-added reseller of tech products and an IT solutions provider has an awesome CEO and a great dividend growth story.
Jan 15, 2020 by John RotontiLearning from One of the Best: The Motley Fool Investing Team Chats with Mary D’Onofrio of Bessemer Venture PartnersA framework for investing in cloud companies helps this star venture capitalist make decisions about which startups to back.
Dec 18, 2019 by John RotontiLearning from One of the Best: A Motley Fool Investing Team Chat with Marcelo LimaThe founder of Heller House sits down with The Motley Fool to discuss innovation, growth, and opportunity in the software industry.
Dec 6, 2019 by John RotontiEverything You Want to Know About Arista Networks, One of The Motley Fool’s Favorite StocksThis computer networking company had a rough quarter, but here's a Q&A about why it's still a worthy investment.
Aug 28, 2019 by John RotontiESG Investing: How to Evaluate a CEO Using the 4 Cs of Good ManagementA key component of a high-ESG stock is a stellar management team. Here are four qualities that define an exemplary leader, which should be top of mind for ESG investors.
May 18, 2019 by John RotontiA.O. Smith's Quiet Market DominanceWater heaters are great business, and A.O. Smith has a massive top-dog advantage.
Apr 18, 2019 by John RotontiInterview: Talking Decking, Diets, and Discounts With the Polen Small Company Growth TeamJohn talks to Tucker Walsh and Rayna Lesser Hannaway, the two portfolio managers of the Polen U.S. Small Company Growth Strategy, about Paycom, EPAM Systems, and more.
Apr 11, 2019 by John RotontiInterview: The Qualitative Genius of Sean Stannard-StocktonThe president and CIO of Ensemble Capital is wicked smart and a great teacher. Read on for his take on qualitative vs. quantitative investing and so much more.
Mar 25, 2019 by John RotontiAdd Graco to Your WatchlistWorld-class, low-risk, and under the radar? Find out what this Graco business is all about.
Mar 4, 2019 by John RotontiTalking Stocks with Ben Allen, CEO of Parnassus InvestmentsRead on for insights from the head of the largest pure-play environmental, social, and governance fund in the United States.
Apr 9, 2018 by John RotontiTaking a Bite Out of Apple With Gene MunsterThe tech analyst and managing partner of Loup Ventures talks about the future of the world's biggest company.
Apr 6, 2018 by John RotontiTalking Stocks With Dan Davidowitz and Damon Ficklin of Polen CapitalLearn about their process, Polen Capital's culture, and their thoughts on a variety of stocks.
Mar 29, 2018 by John RotontiTalking Stocks With Bill NygrenMotley Fool analyst John Rotonti interviews a value-investing icon.
Nov 20, 2017 by John RotontiCollaboration and Profit at Weitz Investment ManagementFounder Wally Weitz talks about how he finds and evaluates potential investments.
Jun 7, 2017 by John RotontiArtisan Partners: Hand-Crafted Approach, Bespoke ReturnsMotley Fool analyst John Rotonti asks the portfolio managers for Artisan Partners' Growth Team about their process, their thoughts on the market, and the stocks they like now.
May 15, 2017 by John RotontiSean Stannard-Stockton: Lessons From Winners Like Mastercard and MoreMotley Fool analyst John Rotonti interviews the president and chief investment officer of Ensemble Capital.
Feb 22, 2017 by John RotontiInterview With Smead Capital Management: Outperformance for the Longest TimeA Motley Fool analyst interviews the portfolio managers of a four-star, market-stomping mutual fund.
Dec 19, 2016 by John RotontiInterview With Jerome Dodson of Parnassus InvestmentsA Motley Fool analyst talks shop with the leader of Parnassus Investments, which manages one of the best-performing funds in the world.
Oct 18, 2016 by John RotontiInterview With Michael MauboussinMotley Fool analyst John Rotonti sits down with Michael Mauboussin, investor, author, theorist, and professor.
Oct 4, 2016 by John RotontiInterview With Bill Nygren of Oakmark FundsThe Motley Fool sits down with a value investing legend.
