Blog

Blog

  • November 23, 2020
    Save the Date Reminders for Upcoming Robotti & Company Investor Meetings
    Save the Date Reminders!   12/02/2020 – Bob Robotti & PM Curtis Jensen to speak at the Robotti 2020 Annual Investor Meeting. Robotti 2020 Annual Investor Meeting Invitation   12/10/2020 – PM Isaac Schwartz to speak at the Robotti 2020...
  • November 18, 2020
    How to Invest in a World With a Vaccine – Value Stocks, Small Caps, and International Equities
    In a recent Barron's article, multiple analysts and investment strategists express their confidence in "a rotation into value-oriented stocks from growth stocks that could persist for months and years" now that a potential COVID vaccine is in sight. This reaffirms...
  • November 12, 2020
    Robotti on Impact of 2020 Presidential Election Results: The Most Powerful Person in the Room
    See the link below for Bob Robotti's commentary on the 2020 presidential election results. Robotti on Impact of 2020 Presidential Election Results: The Most Powerful Person in the Room
  • November 9, 2020
    Robotti Value Equity Q3 2020 Review
     Click here for the third quarter 2020 presentation slides.
  • November 2, 2020
    Robotti 2020 Annual Meeting: One Month to Go – Mark Your Calendars!
    Please join us for the Robotti & Company 2020 Annual Investor Meeting to be held one month from now, on December 2, 2020. There will be a short presentation by portfolio management and the investment team followed by Q&A. You,...
  • 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...
  • August 14, 2020
    JP Morgan Strategist Affirms Robotti’s View: Now is an Opportune Entry Point for Value Investing
    JPMorgan’s Global Head of Small and Midcap Equity Strategy recently affirmed in this CNBC article Robotti’s notion regarding undervalued stocks as it relates to the current environment and an opportune entry point for investing: As per the article “It has...
  • August 11, 2020
    MOI (Manual of Ideas) excerpts Curtis Jensen’s recent quarterly letter and insights
    The attached link from MOI Linkedin page, shares insights on Curtis Jensen, Portfolio Manager at Robotti & Company's recent quarterly letter. Please contact us if you wish to receive the letter.
  • August 11, 2020
    Robotti Value Equity Q2 2020 Review
    Click here for the second quarter 2020 presentation.
  • July 21, 2020
    Bob Robotti and colleague John Moran Discuss Real Estate Opportunities in the Wake of COVID-19
      Bob Robotti and Robotti & Company colleague John Moran Discuss Real Estate Opportunities in the Wake of COVID-19 Click here for the presentation.
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