About Us

    September 18, 2020
    Throw 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, contrarian strategies to demonstrate our alpha-generating abilities, as recently evidenced by the announced merger of core holdings in the real estate/homebuilding space.