Media & Events
September 18, 2020Throw Back Thursday: 1 Year & 1 Pandemic Later – A Lesson in Conviction and Patience
Bob Robotti Highlights 3 Cycles of Investing We are reposting this video, which we originally posted in April 2019, as we believe our views have even more relevance today, during the current, ever-evolving COVID era. We discuss the multiple cycles of investing and their interplay. COVID has provided a unique entry point for our differentiated, […]
August 14, 2020JP Morgan Strategist Affirms Robotti’s View: Now is an Opportune Entry Point for Value Investing
JPMorgan’s Global Head of Small and Midcap Equity Strategy recently affirmed in this CNBC article Robotti’s notion regarding undervalued stocks as it relates to the current environment and an opportune entry point for investing: As per the article “It has ‘never been easier to make money’ on small and midcaps, JPMorgan strategist says” published on […]
August 11, 2020MOI (Manual of Ideas) excerpts Curtis Jensen’s recent quarterly letter and insights
The attached link from MOI Linkedin page, shares insights on Curtis Jensen, Portfolio Manager at Robotti & Company’s recent quarterly letter. Please contact us if you wish to receive the letter.
August 11, 2020Senior Research Analysts Theo van der Meer and David Kessler, join Lindsey and Bob to Review the Second Quarter
Click here for the second quarter 2020 presentation.
July 21, 2020Bob Robotti and colleague John Moran Discuss Real Estate Opportunities in the Wake of COVID-19
Bob Robotti and Robotti & Company colleague John Moran Discuss Real Estate Opportunities in the Wake of COVID-19 Click here for the presentation.
July 6, 2020Legendary Investor Sam Zell Confirms Robotti’s Views on Opportunities in Value and Energy
Link: https://www.youtube.com/watch?v=H65eq6Lz99w SALT Talks: Sam Zell | Chairman, Equity Group Investments Billionaire investor, Sam Zell, was interviewed by Anthony Scaramucci regarding his views on today’s economy, investing during a pandemic and where he sees opportunities in the market. His views on opportunities in value, real estate and energy echo those of Bob Robotti and Robotti & […]
June 3, 2020Carpe Diem! Read Robotti’s Letter to the TDW Board re Consolidation
Please see the attached letter to the Tidewater Board which accompanies our recent 13D filing. Tidewater Letter on Tax Preservation Plan final
May 19, 2020Robotti Deconstructs Recent COVID Oil Price Volatility, Discusses Once in a Generation Opportunity in Energy
UPDATE: We have added supplemental slides to accompany the themes discussed in the video. Hope you enjoy. Onshore versus Offshore Oil and Gas_2020 (003) Robotti Managing Director, Lindsey Sichel Rubinstein, recently caught up with Founder and CIO, Bob Robotti, on a very pertinent topic – the frenzy at the intersection of COVID19 and oil & […]
May 1, 2020Robotti & Warren Buffett: That was Then, This is Now
THAT WAS THEN: One year ago today, Robotti’s Head of Marketing & IR, Lindsey Sichel Rubinstein, met the Oracle of Omaha himself, Warren Buffett on her first visit to Omaha, as he was on his way to the Women in Value Conference hosted by Variant Perspective founders Laura Rittenhouse, Kim Shannon and Barbara Ann Bernard […]
April 23, 2020Curtis Jensen comments on “Guarded Optimism, Sobering Reality and Adapting” in the current COVID environment
Curtis Jensen released an update letter where he comments on “Guarded Optimism, Sobering Reality and Adapting” in the COVID-19 environment. Importantly, he notes that: “The Covid-19 pandemic has brought us to the intersection of economics and epidemiology. These perspectives suggest a bumpy and long road ahead, one that runs through a potentially deep recessionary environment.” […]