Over the coming days and weeks, we will be sharing highlights from our recent annual meeting, which was held on December 2, 2020, at which our founder & CIO, Bob Robotti, and Portfolio Manager Curtis Jensen, presented. To start off, Bob Robotti shared the key to his investment decisions:
“…[I]t really shouldn’t be value investing, it’s valuation investing. Valuation is a key part of every investment decision. It’s not wonderful businesses that have great growth or wonderful companies, the question is what price are you paying for that business.”
– Bob Robotti, President, Founder and Chief Investment Officer
To watch/listen to the full recording of the Robotti 2020 Annual Investor Meeting, click HERE.
For the full transcript of the Robotti 2020 Annual Investor Meeting, click HERE.