Blog
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October 27, 2023Check out our Q3 2023 letter to shareholders!
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June 5, 2023Bob Robotti Podcast – Compound Insights (CFA Society NY)Bob Robotti talks about the opportunities in the energy and homebuilding industries! Compound Insights: Where Value Lies in Energy and Home Building (libsyn.com)
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June 5, 2023Robotti Fireside Chat – Brad Southern, CEO, Louisiana Pacific CorporationA conversational dialogue with the Management Team of LPX including: An update on the company’s Siding business growth initiatives Perspective on capital allocation and business development strategies And much more! As a leader in high-performance building solutions, Louisiana-Pacific...
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May 31, 2023Robotti Fireside Chat – Mark Behrman, CEO, LSB Industries, Inc.A conversational dialogue with LXU’s CEO including: Perspective on the company’s growth and margin enhancement opportunities Viewpoints on how the company is positioned for the future and the role ammonia will play in the energy transition And much...
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March 30, 2023Robotti Fireside Chat Dave Rush, CEO, Builders FirstSourceA conversational dialogue with BLDR’s New CEO including: Perspective on the company’s growth and market leadership Viewpoints on how the company is positioned for the future and the next phase of opportunities ahead Dave Rush, Chief Executive...
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March 17, 2023Financial Brigadoon: Silicon Valley Whack-a-MoleGiven the recent upset with both Silicon Valley, and closer to home Signature Bank, I’ve spent a little time looking at balance sheets of a number of banks. It looks to me as if there really is a systemic risk...
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February 1, 2023Financial Brigadoon! Kiss the past decade goodbye. No more free money and unicorns. The path ahead calls for radical capital redeployment. Read our thoughts and where to go!
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December 7, 2022Robotti & Co Annual Meeting 2022Please join Bob Robotti, Curtis Jensen, David Kessler, Isaac Schwartz and Theo van der Meer. Hear about our current investment thoughts and where we go from here.
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July 26, 2022Valuespain 2022 – Bob Robotti on Westlake CorporationBob Robotti recently presented at ValuEspana’s Madrid Conference. Watch here
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July 25, 2022Robotti Midyear Review