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John Rotonti

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Recent Articles by John Rotonti

computer in warehouse

Mar 10, 2020 by John Rotonti

Everything You Want to Know About CDW, One of My Favorite Stocks

This value-added reseller of tech products and an IT solutions provider has an awesome CEO and a great dividend growth story.

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Jan 15, 2020 by John Rotonti

Learning from One of the Best: The Motley Fool Investing Team Chats with Mary D’Onofrio of Bessemer Venture Partners

A framework for investing in cloud companies helps this star venture capitalist make decisions about which startups to back.

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Dec 18, 2019 by John Rotonti

Learning from One of the Best: A Motley Fool Investing Team Chat with Marcelo Lima

The founder of Heller House sits down with The Motley Fool to discuss innovation, growth, and opportunity in the software industry.

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Dec 6, 2019 by John Rotonti

Everything You Want to Know About Arista Networks, One of The Motley Fool’s Favorite Stocks

This computer networking company had a rough quarter, but here's a Q&A about why it's still a worthy investment.

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Sep 3, 2019 by John Rotonti

ESG Investing: How to Evaluate a CEO Using the 4 Cs of Good Management

A 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.

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May 18, 2019 by John Rotonti

A.O. Smith's Quiet Market Dominance

Water heaters are great business, and A.O. Smith has a massive top-dog advantage.

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Apr 25, 2019 by John Rotonti

Interview: Talking Decking, Diets, and Discounts With the Polen Small Company Growth Team

John 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.

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Apr 12, 2019 by John Rotonti

Interview: The Qualitative Genius of Sean Stannard-Stockton

The 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.

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Apr 15, 2019 by John Rotonti

Add Graco to Your Watchlist

World-class, low-risk, and under the radar? Find out what this Graco business is all about.

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Apr 17, 2019 by John Rotonti

Talking Stocks with Ben Allen, CEO of Parnassus Investments

Read on for insights from the head of the largest pure-play environmental, social, and governance fund in the United States.

apple products

Apr 9, 2018 by John Rotonti

Taking a Bite Out of Apple With Gene Munster

The tech analyst and managing partner of Loup Ventures talks about the future of the world's biggest company.

Boca Raton Florida

Apr 6, 2018 by John Rotonti

Talking Stocks With Dan Davidowitz and Damon Ficklin of Polen Capital

Learn about their process, Polen Capital's culture, and their thoughts on a variety of stocks.

kansas city missouri

Mar 29, 2018 by John Rotonti

Talking Stocks With Bill Nygren

Motley Fool analyst John Rotonti interviews a value-investing icon.

Omaha Nebraska skyline and the Kerrey Pedestrian Bridge at sunset

Nov 20, 2017 by John Rotonti

Collaboration and Profit at Weitz Investment Management

Founder Wally Weitz talks about how he finds and evaluates potential investments.

Jun 7, 2017 by John Rotonti

Artisan Partners: Hand-Crafted Approach, Bespoke Returns

Motley 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.

San Francisco Bay sunset Alviso Marina County Park

May 15, 2017 by John Rotonti

Sean Stannard-Stockton: Lessons From Winners Like Mastercard and More

Motley Fool analyst John Rotonti interviews the president and chief investment officer of Ensemble Capital.

bright light bulb shining near group of unlit bulbs contrarian different stand out

Feb 22, 2017 by John Rotonti

Interview With Smead Capital Management: Outperformance for the Longest Time

A Motley Fool analyst interviews the portfolio managers of a four-star, market-stomping mutual fund.

Dec 19, 2016 by John Rotonti

Interview With Jerome Dodson of Parnassus Investments

A Motley Fool analyst talks shop with the leader of Parnassus Investments, which manages one of the best-performing funds in the world.

Michael Mauboussin

Oct 20, 2016 by John Rotonti

Interview With Michael Mauboussin

Motley Fool analyst John Rotonti sits down with Michael Mauboussin, investor, author, theorist, and professor.

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Oct 5, 2016 by John Rotonti

Interview With Bill Nygren of Oakmark Funds

The Motley Fool sits down with a value investing legend.

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