Rebellious Allocations
Episodes
Will Kerwin on Teradyne (TER)
17 Apr 2026
Contributed by Lukas
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Will Kerwin discuss Teradyne's corporate history, business model, ...
Krzysztof Smalec on Linde (LIN)
26 Mar 2026
Contributed by Lukas
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Krzysztof Smalec discuss Linde’s corporate history, business model, competi...
John Heins on teaching value investing and publishing a famous value investing newsletter for twenty years
02 Mar 2026
Contributed by Lukas
John Heins, Director of the C.T. and Kelley Fitzpatrick Center for Value Investing at the University of Alabama and owner and pubisher of Value Invest...
Brett Castelli on GE Vernova (GEV)
23 Feb 2026
Contributed by Lukas
Bastion Fiduciary portfolio manager John Rotonti and Morningstar senior analyst Brett Castelli discuss GE Vernova’s corporate history, business mode...
Nicholas Lieb on Eaton (ETN)
15 Jan 2026
Contributed by Lukas
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Eaton's corporate history, business model, competitive ...
Nicholas Lieb on Vertiv (VRT)
10 Dec 2025
Contributed by Lukas
Bastion Fiduciary portfolio manager John Rotonti and Morningstar analyst Nick Lieb discuss Vertiv’s corporate history, business model, position in ...
Will Kerwin on Arista Networks (ANET)
24 Nov 2025
Contributed by Lukas
Morningstar tech analyst Will Kerwin joins Rebellious Allocations to discuss networking's role (including as a bottleneck) in the AI infrastructur...
Eric Markowitz on the importance of networking and field research in the AI age
13 Oct 2025
Contributed by Lukas
Eric Markowitz, Director of Research at Nightview Capital discusses his investing philosophy, the importance of identifying industry change in the que...
Todd Wenning on Ferguson (FERG)
13 Oct 2025
Contributed by Lukas
Todd Wenning (Part 2), founder of KNA Capital, shares his thoughts on what is happening in the plumbing and heating industry, Ferguson’s business mo...
Will Kerwin on KLA Corp (KLAC)
13 Oct 2025
Contributed by Lukas
Will Kerwin, technology analyst at Morningstar, shares his thoughts on KLA Corp’s business model, competitive landscape, technology transition, chip...
Todd Wenning on Old Dominion Freight Line (ODFL)
13 Oct 2025
Contributed by Lukas
Todd Wenning (Part 1), founder of KNA Capital, shares his thoughts on trucking and freight industry inflection points, Old Dominion’s business model...