Media & Events
-
April 15, 2020Read Our Latest Quarterly Commentary Reacting to COVID-19
We hope you and your family are healthy! Please find attached our most recent quarterly letter in which we discuss how crises are often catalysts and the potential impact on our investments. We also speak about support of increased efficiencies in the homebuilding sector and why we believe current dynamics will lead to a fundamental […]
-
April 7, 2020Robotti Celebrates Our Healthcare Provider Heroes on World Health Day (April 7)
In honor of #WorldHealthDay, we at @Robotti & Co. want to extend a heartfelt THANK YOU to all of the healthcare professionals, your supportive families and the countless others who are selflessly on the front line of this fight against COVID-19 (some of whom are our dear friends and family members). You are all heroes! […]
-
March 25, 2020Update to Our Recent Comments on Global & Market Events
Please find below excerpts from an update to our March 10th note. “Not only do we feel fortunate that we have long-standing relationships with our investee companies and their management teams, but we also believe that this provides us with an edge in informing our portfolio decisions and actions.” “We are continuing to invest in […]
-
March 16, 2020Robotti Comments on the Market Sell-off, Coronavirus, and where we see Opportunity
Robotti Response to Market Sell-off, Coronavirus_March 10, 2020How are we at Robotti & Company maintaining our calm during such scary times? First, we hope you and your family are healthy and well stocked in terms of food, water and medicine. We should also note that our office is currently healthy. We have much of our […]
-
February 27, 2020Robotti Discusses Ongoing Support of Women in Investment in Response to Warren Buffett’s 2019 Annual Letter
On February 22, 2020, Warren Buffett noted in his annual letter: “During the first 30 or so years of my services, it was rare to find a woman in the room unless she represented a family controlling the enterprise. This year, it should be noted, marks the 100th anniversary of the 19th Amendment, which guaranteed […]
-
February 7, 2020Robotti Hosted CEO and Chairman of Tidewater for an Open and Frank Conversation
Last Monday, Robotti & Co. was fortunate to host a Fireside Chat for Quintin Kneen, CEO, and Larry Rigdon, Chairman of the board Tidewater (NYSE: TDW). Our Founder and CIO, Bob Robotti, and Senior Investment Associate, Dan Grzywacz asked topical questions and an open and candid dialogue ensued. Everyone left more knowledgeable about strategy in […]
-
January 22, 2020Curtis Jensen present at MOI’s Best Ideas Conference
Robotti’s Curtis Jensen was invited by John Mihaljevic, organizer and moderator of Manual of Ideas (MOI Global) to present at their “Best Ideas Conference” held earlier this month. Listen here. The conference is an online conference where a select group of investors discuss companies and investing perspectives. Please let us know if you would like […]
-
January 6, 2020Dan Grzywacz on the mistakes people make in investing and the importance of compounding wealth over generations
Dan Grzywacz, Senior Investment Associate, recently commented on the mistakes people make in investing and the importance on compounding wealth over generations. Please contact us if you are interested in learning more. “I think there are a lot of factors you can discuss when you talk about generating wealth for the next generation. I think […]