Planet Microcap Podcast | Microcap Investing Strategies

My guest on the show today is with John Rotonti, Portfolio Manager at Islamorada Investment Management. John very recently joined Islamorada Investment Management running their Industrial and Infrastructure portfolio, and he's been actively researching and dissecting about the electrification of everything plus anything housing related. We jump in headfirst on his investing philosophy and checklist/criteria when looking at this swath of companies. And for full disclosure, we discussed a number of companies during today's podcast, I am not a shareholder in any of them.   For more information about Islamorada Investment Management, please visit: https://www.islainvest.com/  You can Follow John Rotonti on Twitter/X: @Jrogrow We're excited to announce that we'll be partnering up with MicroCapClub for our full slate of investor conferences in 2025. Ian Cassel and his team at MicroCapClub have not only built and fostered the best community of MicroCap investors, but it's arguably one of the best investing communiti