Rebellious Allocations
Bastion FiduciaryGreat 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 ex... more
| Publishes | Daily | Episodes | 6 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||
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Latest Episodes
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, growth opportunities, pricing... more
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 competitive landscape, growth oppor... more
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 more.
Key Facts
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- Buy & Hold
John Rotonti puts the fun in fundamental analysis. He’s all about finding companies that have what it takes to go the distance.
Apple Podcasts5SilverBirch12164
United Statesa month ago
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Chart Rankings
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Apple Podcasts | #95 |  Ireland/Business/Investing |
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Frequently Asked Questions About Rebellious Allocations
What is Rebellious Allocations about and what kind of topics does it cover?
Content revolves around investment opportunities and insights from industry experts, including portfolio managers and specialists. The discussions are likely to emphasize a contrarian approach to investing, focusing on deep, fundamental analysis rather than speculative trends. Noteworthy themes include the importance of disciplined capital allocation, understanding market dynamics, and revealing underappreciated investments. Episodes often explore the frameworks used for risk assessment and long-term value creation, providing listeners with a grounded perspective on the shifting landscapes of various industries.
Where can I find podcast stats for Rebellious Allocations?
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How many listeners does Rebellious Allocations get?
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What are the audience demographics for Rebellious Allocations?
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How many subscribers and views does Rebellious Allocations have?
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Which podcasts are similar to Rebellious Allocations?
These podcasts share a similar audience with Rebellious Allocations:
1. Never Sell
2. The Synopsis
3. Chit Chat Stocks
4. Investing Unscripted
5. Long Term Investing - With Baskin Wealth Management
How many episodes of Rebellious Allocations are there?
Rebellious Allocations launched 2 months ago and published 6 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Rebellious Allocations?
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Where can I see ratings and reviews for Rebellious Allocations?
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What guests have appeared on Rebellious Allocations?
Recent guests on Rebellious Allocations include:
1. Nick Lieb
2. Will Kerwin
3. Todd Wenning
To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.