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Show Notes:

[00:02:20] – John’s experience playing basketball and what he has learned from playing on a team.

[00:07:22] – What is the cleanest way to keep the investment team honest by pointing out any mistakes they are making

[00:08:28] – Looking at John Rogers' investment process to determine his edge

[00:12:27] – How does John analyze managers and executives, especially as it relates to their longer-term investment strategy

[00:13:27] – What are the biggest red flags that make you want to avoid a business

[00:19:31] – Going back to the beginning of Ariel and John’s interest in investing

[00:22:13] – How did John tackle his portfolio early on and what industries he focused on then

[00:24:37] – What helped to inspire John’s value investing strategy

[00:28:14] – What has changed in terms of the prospects for value investing from when he started till now

[00:30:46] – Looking at John’s investment philosophy against the current market

[00:33:58] – How important is brand when evaluating a company as a potential investment and how is that quantified

[00:36:32] – How do you hire people that are going to have vision and be a good fit

[00:38:48] – How to screen for someone who has vision

[00:42:18] – What are the key business lessons John has learned running a firm

[00:45:16] – A look at the 'I Have a Dream' class

[00:45:53] – Exploring John’s community activism and what has the highest rate of return that are most worth someone’s time.

[00:50:38] – Getting John’s take on the issue of minorities and women in investing and how to improve the situation

[00:55:35] – Identifying the most memorable day of John’s professional career

[00:57:18] – The kindest thing anyone has ever done for John

[00:57:56] – What excites you most about markets today and into the future

[00:59:18] – How did John get to play Michael Jordan in basketball…and beat him