Rebellious Allocations

Bastion Fiduciary
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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.

  1. vor 6 Tagen

    Nicolas Owens on GE Aerospace (GE)

    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 the commercial aircraft (and defense) engine market, its competitive advantages operating in a global oligopoly, management team, growth opportunities, balance sheet, margins, and returns on invested capital, risks, and more.

    1 Std. 2 Min.

  2. 20. Juni

    Cale Smith on Energy Investing, How AI runs on Nat Gas, and Why Nat Gas is America’s Moat

    Bastion Fiduciary founder and CEO Cale Smith discusses the Strait of Hormuz, the price of oil, why natural gas is America’s moat, how the AI infrastructure buildout runs on nat gas and additional demand for nat gas driven by reindustrialization, electrification, and LNG exports. Cale also discusses how he analyzes energy businesses, his focus on long-term free cash flow per share growth, how he values energy stocks, and more.This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. We make no representation or warranty as to the accuracy or completeness of the information contained herein including third-party data sources. The views expressed are as of the publication date and subject to change at any me. There is no guarantee that any projection, forecast or opinion will be realized. No part of this material may be reproduced in any form, or referred to in any other publication without express written permission. References to other funds should not to be interpreted as an offer or recommendation of these securities. Past performance does not guarantee future results. Investments include risk including possible loss of principal and are not suitable for all investors. There is no guarantee that investment objectives will be achieved or that return expectations will be met. Learn more about the Bastion Energy ETF (BESF), view standardized performance, expenses, holdings and read about the risks of investing at Bastionetf.com

    1 Std. 23 Min.

  3. 4. Mai

    Nicholas Lieb on Cintas (CTAS)

    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 advantages, management team, growth opportunities and acquisition engine, pricing power, recurring revenue, margins and returns on invested capital, risks, and more.

    1 Std. 5 Min.

  4. 17. Apr.

    Will Kerwin on Teradyne (TER)

    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 competitive advantages, management team, growth opportunities, pricing power, margins and returns on invested capital, risks, and more.

    46 Min.

  5. 26. März

    Krzysztof Smalec on Linde (LIN)

    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 advantages, management team, backlog (2/3 of which is renewable/decarbonization projects), growth opportunities, long-term take-or-pay contracts, pricing power, margins and returns on invested capital, risks, and more.

    43 Min.

  6. 2. März

    John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years

    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 investing curriculum, hosting an annual value investing conference, and publishing a highly-recognized investing newsletter for the last 20 years.

    1 Std. 7 Min.

  7. 23. Feb.

    Brett Castelli on GE Vernova (GEV)

    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, its competitive advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.

    45 Min.

  8. 15. Jan.

    Nicholas Lieb on Eaton (ETN)

    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 advantages, management team, growth opportunities, pricing power, margins and returns on capital, risks, and more.

    1 Std. 9 Min.
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Info

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.

Informationen

  • Erstellt von
    Bastion Fiduciary
  • Jahre aktiv
    2025 - 2026
  • Folgen
    14
  • Bewertung
    Unbedenklich
  • Copyright
    © Bastion Fiduciary
  • Sendungswebsite
    Rebellious Allocations

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