Explorez tous les épisodes du podcast Rebellious Allocations
| Titre | Date | Durée | |
|---|---|---|---|
| Nicholas Lieb on Eaton (ETN) | 15 Jan 2026 | 01:08:59 | |
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. | |||
| Nicholas Lieb on Vertiv (VRT) | 10 Dec 2025 | 00:46:59 | |
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 power, margins and returns on capital, risks, and more. | |||
| Will Kerwin on Arista Networks (ANET) | 24 Nov 2025 | 00:56:53 | |
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 opportunities, and Arista's "wide" moat and "exemplary" management. | |||
| Todd Wenning on Ferguson (FERG) | 13 Oct 2025 | 00:45:40 | |
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 more. | |||
| Will Kerwin on KLA Corp (KLAC) | 13 Oct 2025 | 00:45:13 | |
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 on Old Dominion Freight Line (ODFL) | 13 Oct 2025 | 00:52:59 | |
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. | |||
| Eric Markowitz on the importance of networking and field research in the AI age | 13 Oct 2025 | 00:59:03 | |
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 process, getting comfortable with short-term underperformance, and more. | |||