John Rotonti Jr

Views are my own. Not investment advice. On here mostly quoting Bruce Lee and Walt Longmire.

[Drowsy Investor (Shooting the Bull Pod) @drowsyinvestor]

JUST RELEASED: Ep 28 of Shooting The Bull with Drowsy and @investing_bear

We talk about the $NVDA fallout, Drowsy finally trimming, and host of other companies listeners have asked about.

A must listen investing therapy episode! 💤🤝🧸

Listen: https://t.co/R0QHr6unIq

[Rebecca @RebeccaChasen]

11/11 11:11 🧡💙🧡💙

[Marco @marcorasi1960]

The quiet side of Bourbon street, New Orleans

[Hedge Fund Clips @HedgeFundClips]

Citadel's CEO Ken Griffin on what he would tell his kids if they wanted to start a hedge fund:

"Are you willing to surround yourself with people who are just extraordinary, who are going to push you in ways that you may not be comfortable with?"

"We're competing globally with the best investors around the world."

"The demands of the job are not the demands imposed upon you by myself and my colleagues, it's the demands imposed upon you by the markets themselves."

"It's 24-7, 365, and every day you've got to be forward leaning in how you view the world."

"I've worked with many incredibly gifted people who just don't have great determination, and not much comes with that. You need to be willing to put in the effort."

[John Rotonti Jr @JRogrow]

“The chart, courtesy of Bank of America Securities and reprinted with permission, shows the equity beta of individual investors’ largest equity positions…Reflecting the post-GFC conservatism, individual investors’ favored equities had a combined beta of roughly 0.75 in the years after the GFC…Investors’ willingness to take on additional portfolio risk is depicted by the rising lines in the chart, and the combined beta of individuals’ favorite stocks is now a mind-boggling 1.5. In other words, individual investors are taking roughly twice the market risk they were willing to take 15 years ago.” - @RBAdvisors

[John Rotonti Jr @JRogrow]

“Dividend-focused stocks have outperformed growth stocks over the past 25 years, underscoring the long-term role of compounding dividends in building wealth.” - @RBAdvisors

[Doug Garber @PitchThePM]

Jack Woodruff is the former founder & CIO of
Candlestick Capital and an exCitadel Partner.

He is the best investor I personally know. When he spun-out of Citadel, the media called him Citadel’s Top Stock Picker.

My top 10 takeaways from our recent conversation are in the latest Substack Newsletter.
👉 https://t.co/OSSOoxm061

1. Jack had a solid FOUNDATION.
He started as an accountant, the...

2. Jack worked for TRAINING, not money initially.
During his MBA, he worked for free with...

3. Jack had a great MENTOR.
He worked with legendary investor...

4. Jack had CONVICTION.
He attributes his outsized success to...

5. Jack’s RISK MANAGEMENT.
His…

6. Jack had WORK ETHIC.
His team worked…

7.Jack had PASSION.
There was some…

8. Jack had a great PROCESS.
He simplified every stock to one of…
When he shared this, everyone I know started to write as fast as they could!

9. Jack attracted, TRAINED, and retained top talent.
His secret was to...

10. Jack be nimble, Jack be quick, Jack jump over the CANDLESTICK.
He was one of two…

👉 Full Newsletter: https://t.co/OSSOoxm061

Full episode dropping soon 😎

[StoneHillWealth @StoneHillWealth]

Ajit on what it takes to be successful in insurance and investing. $BRKB

[Michael Mauboussin @mjmauboussin]

Launching in 2 weeks!

[Josh Bryant @joshstrength]

Love running hill sprints with my son—even if he kicks my butt. Getting smoked by your own kid is a pretty good problem to have. @LukeBryant2032

[Hedge Fund Clips @HedgeFundClips]

Point72's founder Steve Cohen on the key to 30-plus years in business:

"I'm considered part of a group called multi-managers. We have 200 portfolio managers working for us around the world."

"I want to bring in the best talent I can. I want to support them."

"They don't owe me their life. As long as they're at the firm, I want them to have an incredible experience."

"If they leave, I want them to be ambassadors for the firm. I want them to say great things."

"Those are my principles, and I operate out of those. And so far, so good."

[National Park Service @NatlParkService]

Leaf peeping is the ancient human tradition of traveling long distances to look at leaves, take photographs, and stand in the middle of roads while saying, “Oh, wow, look at that one.”

[John Rotonti Jr @JRogrow]

@AJA_Cortes Do you add weight? If so, how much and how often? Thank you.

[Kalshi @Kalshi]

JUST IN: New study finds 50% of ChatGPT and Gemini's investment recommendations are concentrated in just 10 stocks

[Joshua Kushner @JoshuaKushner]

at thrive, we deeply believe that the best ideas can come from anyone.

our fellowship is one way we put it into practice. each year, we support a small group of college students as they pursue their own ideas alongside our team.

we have been fortunate to learn from those who have shared their time and experience with us. we do not have all the answers, but we hope that sharing what we have learned can help our fellows find their own.

https://t.co/hHqpmj8QFH

[Kaare Johnson @KaareJohnson]

New Orleans lands the 2028 (2027 season) college football national championship game. The @SugarBowlNola will host a playoff game and then few weeks later the national championship game back at the Superdome. Great news for New Orleans

[Kaare Johnson @KaareJohnson]

Gayle Benson, after a Pelicans long-term lease is signed (after an agreement to upgrade the Smoothie King Center), plans to spend nearly $1 billion on an entertainment district. It includes an enhanced Champions Square, a new @PelicansNBA training facility (where the Macy’s is presently located), expanding Howard Avenue past Loyola Av through the old Downtown post office building, behind the New Orleans Center parking garage, connecting to the road behind the Smoothie King Center and eventually to I-10 Superdome exit. Benson may buy the Downtown post office. This district would include restaurants, retail, entertainment, and inviting public spaces, creating reasons to come downtown beyond the games.

[Tim Ferriss @tferriss]

“After you have exhausted what there is in business, politics, conviviality, love, and so on—have found that none of these finally satisfy, or permanently wear—what remains? Nature remains; to bring out from their torpid recesses, the affinities of a man or woman with the open air, the trees, fields, the changes of seasons—the sun by day and the stars of heaven by night.”
— ​Walt Whitman

[Brian Sullivan @SullyCNBC]

Two points here at @Edison_Electric conference:

NVDA / Huang scandal being seen as potential POSITIVE for others in AI and chips and data centers. Stocks up across board.

NO ONE pulling electricity demand growth estimates lower. If data centers aren’t built in one state, they’ll be built in another.

See you on @PowerLunch in a few

[John Rotonti Jr @JRogrow]

“The employment report was extraordinarily strong, with approximately 165,000 jobs created, well above expectations, and upward revisions of 84,000 for the previous two months. Almost all the gains were in the private sector, with manufacturing adding 19,000 jobs. The unemployment rate declined one-tenth of a percentage point, while labor force participation continued to rise. That is particularly encouraging after the long-term decline we have seen in participation.” - Professor Jeremy Siegel Nov 9, 2026