Oct 4, 2016 by John RotontiInterview With Bill Nygren of Oakmark FundsMotley Fool analyst John Rotonti asks the longtime value investor about his approach to finding great investments.
Sep 7, 2016 by John RotontiAn Interview With Broad Run Investment ManagementA Motley Fool analyst interviews Broad Run's portfolio managers about quality growth investing, valuation, and more.
Jul 8, 2016 by John Rotonti and Dylan LewisAttention Investors: The P/E Ratio RevisitedWe talk value investing in tech to follow up our P/E episode on growth investing. Analyst John Rotonti explains some key metrics and discusses a few companies he really likes in the tech space.
Oct 27, 2014 by John RotontiPick Winning Stocks With This 1 Simple ToolSee how some of the greatest investors in the world use free cash flow yields to value businesses, no complicated DCF models needed!
Oct 7, 2014 by John RotontiThe Value of an Investing ChecklistInvestors should know what they want and what they don't. A checklist can help.
Sep 24, 2014 by John RotontiReconciling Net Income to Free Cash FlowA look at the difference between net income and free cash flow at Apple.
Sep 8, 2014 by John RotontiUnderstanding Return on Equity Using the DuPont AnalysisThe article examines the drivers of ROE at TJX Companies and Ross Stores
Aug 25, 2014 by John Rotonti2 Lessons Investors Can Learn From Google's Last 10 YearsValuing "growth" is hard, but getting it right can pay off big time.
Aug 22, 2014 by John RotontiFactSet: Does This Company Have a Strong Competitive Advantage?The scale and functionality of its platform, and its consistently high ROE and FCF, would suggest so.
Jul 27, 2014 by John RotontiMasterCard Stock: Is the Competitive Advantage Sustainable?Identifying moats by looking at MasterCard.