Blog

Blog

  • June 17, 2021
    Throw 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 &...
  • May 3, 2021
    One 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...
  • April 29, 2021
    Curtis 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of rational, margin-of-safety investing – discounted valuation, aligned managements, sound business quality – have been replaced by desperation, short-termism and...
  • April 27, 2021
    Robotti 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!...
  • April 1, 2021
    Throw 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...
  • February 23, 2021
    Robotti 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, 2021
    Happy 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, 2021
    Curtis 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...
  • January 22, 2021
    Hindsight is 2020: Find Out Why – Read Our Year-End Robotti Commentary Available Now
    Founder and CIO, Bob Robotti, reflects on the past year and how trends accelerated and unleashed are presenting strong opportunities for the years ahead. The full letter can be found below, and highlights include: -Valuation Investing: Why valuation remains key...
  • January 20, 2021
    Watch Now: Founder & CIO, Bob Robotti’s Presentation at MOI’s Best Ideas 2021 Conference from Jan. 13, 2021
    Please see the below link for our Founder & CIO, Bob Robotti's, full presentation at the 2021 MOI Best Ideas event held on January 13, 2021. Link: https://moiglobal.com/bob-robotti-202101/ Additionally, you can also view his presentation slides here. Should you have...
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