Media & Events
-
July 21, 2021Curtis Jensen’s Q2 2021 Insights: A Form of Insurance in Unchartered Waters – Read Now
“I view gold and related equities as effective hedges – a form of insurance – against the potential consequences of not only the massive buildup in government debt, but also of Central Bankers hell bent on encouraging inflation, a visibly divided Congress (and electorate) and a stock market characterized by unchecked optimism and outsized speculation. […]
-
July 1, 2021Robotti Value Live! to Host 2021 Next Generation Event at Yankee Stadium
On Wednesday, July 21, 2021, Robotti & Company will be hosting a NextGen event for investors and their next of kin at Yankee stadium for the Yankees vs Phillies game. One of the many goals of this event, as well as its predecessor event in 2019, is to educate our investors’ families about what we […]
-
June 17, 2021Throw Back Thursday: Robotti Value LIVE! at the Markel 2021 AGM (May 2021)
On May 10, 2021, Founder & CIO Bob Robotti, PMs Isaac Schwartz, Curtis Jensen, and senior team members David Kessler & Theo van der Meer traveled to Richmond, Virginia, our first trip since COVID, for a series of live & in-person interviews with like-minded investment managers & allocators prior to the Markel Corp. (MKL) 2021 […]
-
May 3, 2021One Week to Go Until We are Live In-Person at the Markel 2021 Annual Meeting!
Join us for a series of live interviews with investors such as Samantha McLemore (Patient Capital/Miller Value Partners), Larry Pitkowsky (GoodHaven Capital), Barbara Ann Bernard (Wincrest Capital), Frank Hawrylak (Tweedy Browne Company), and Curtis Jensen & Isaac Schwartz of Robotti & Company Advisors, LLC, among many others! Please see the PDF HERE for more information and/or […]
-
April 29, 2021Curtis Jensen’s 1Q21 Insights: Luck v. Skill, His Idea Funnel and Cues from Managements’ ”footprints in the sand” – Read Now
“Market insouciance is palpable; examples of speculation, new and old, pop up almost daily. In many instances, the fundamental tenets of rational, margin-of-safety investing – discounted valuation, aligned managements, sound business quality – have been replaced by desperation, short-termism and bravado. While these are my impressions, I assiduously try to avoid predictions about markets and […]
-
April 27, 2021Robotti Value Live at the Markel Annual Meeting is Just 2 Weeks Away!
Join us for a series of live interviews with investors such as Samantha McLemore of Patient Capital/Miller Value Partners, Barbara Ann Bernard of Wincrest Capital, and Curtis Jensen & Isaac Schwartz of Robotti & Company Advisors, LLC, among many others! Please see the PDF HERE for more information and/or contact ir@robotti.com with any questions.
-
April 1, 2021Throw Back Thursday: Isaac Schwartz on His Global Investor Origins & Having a Flexible, Focused Approach
During our 2020 Robotti Global Annual Meeting in December 2020, Isaac discussed his origins as a global investor and having a flexible, focused approach: “My origins as a global investor started in 2005 when we were buying Thai and Southeast Asian stocks. And since that time, I lived for the better part of a decade […]
-
February 23, 2021Robotti Value Equity Q4 2020 Review
Click here for the fourth quarter 2020 presentation slides. Please contact IR@Robotti.com with questions and for additional insights.
-
February 15, 2021Happy President’s Day – Celebrating Our Presidents, Including Corporate
As we celebrate our Presidents, we re-visit our post from earlier this year on the most powerful person in the room, the boardroom. Happy President’s Day. – The Robotti Team
-
January 27, 2021Curtis Jensen discusses the ‘Corporate Hexagon’ and the Advantages of ‘Public’ Private Equity – Read Now
“The tendency to go to excess seems to stem from something inherent in human nature, as does the remarkable failure to draw lessons from past experience.” – Robert E. Rubin, In an Uncertain World In his year-end commentary, Portfolio Manager Curtis Jensen discusses the ‘Corporate Hexagon’ and the Advantages of ‘Public’ Private Equity: • The […]