Hosted by Bastion Fiduciary · 🇺🇸 US · EN · 13 episodes
Established thought leaders with verified media credentials.
Great investments often start out as underdogs. On Rebellious Allocations, we talk to the experts trying to find them - the contrarian and disciplined capital allocators doing deep, fundamental research in a time when speculation seems more popular than ever. Hosted by the team at Bastion Fiduciary, the podcast will feature in-depth conversations with portfolio managers, specialists and company executives across a broad range of industries. Episodes will highlight the frameworks, risks, and opportunities that define long-term value creation and bring a grounded perspective to today’s market.
Bastion Fiduciary hosts Rebellious Allocations, a business show with 13 episodes published.
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicolas Owens discuss GE’s corporate history, its large and growing installed base and recurring revenue business model, competitive position in th
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nicholas Lieb discuss Cinta’s corporate history, business model, competitive position in the uniform rental and related markets, its competitive ad
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Will Kerwin discuss Teradyne's corporate history, business model, competitive position in the semiconductor test and robitcs markets, its co
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Krzysztof Smalec discuss Linde’s corporate history, business model, competitive position in the global industrial gas market, its competitive advan
John Heins, Director of the C.T. and Kelley Fitzpatrick Center for Value Investing at the University of Alabama and owner and publisher of Value Investor Insight, discusses teaching value investing, designing a value inv
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s corporate history, business model, competitive position in the power and electrification end markets, it
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive position in the electrical and aerospace end markets, its competitive adva
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in the AI infrastructure ecosystem, competitive advantages, management team,
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructure buildout, Arista's networking hardware and software portfolio, the compe
Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business model, competitive landscape, moat, management, corporate culture, and mor
Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip manufacturing, KLA’s moat, management, corporate culture, and more.
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model, competitive landscape, moat trends, management, corporate culture, and
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the quest for value, AI as the new electricity, slowing down the research pro
John Rotonti
Senior Analyst; Head of Investor Training and Development · Islamorada Investment Management
2 appearances on this show
Eric Markowitz
Managing Partner & Director of Research at Nightview Capital · Nightview Capital
1 appearance on this show
Todd Wenning
Founder and Editor of Flyover Stocks Newsletter · Flyover Stocks
2 appearances on this show
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Rebellious Allocations is hosted by Bastion Fiduciary. The show is categorised under business (investing) and has published 13 episodes.
Rebellious Allocations has published 13 episodes.
Rebellious Allocations regularly covers business, investing. It sits in the business category, with a investing focus.
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Episodes of Rebellious Allocations average 54 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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