Blog

Blog

  • 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
    Senior Research Analysts Theo van der Meer and David Kessler, join Lindsey and Bob to Review the Second Quarter
    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.
  • July 6, 2020
    Legendary Investor Sam Zell Confirms Robotti’s Views on Opportunities in Value and Energy
    Link:  https://www.youtube.com/watch?v=H65eq6Lz99w SALT Talks: Sam Zell | Chairman, Equity Group Investments Billionaire investor, Sam Zell, was interviewed by Anthony Scaramucci regarding his views on today’s economy, investing during a pandemic and where he sees opportunities in the market. His views on...
  • June 3, 2020
    Carpe Diem! Read Robotti’s Letter to the TDW Board re Consolidation
    Please see the attached letter to the Tidewater Board which accompanies our recent 13D filing. Tidewater Letter on Tax Preservation Plan final
  • May 19, 2020
    Robotti Deconstructs Recent COVID Oil Price Volatility, Discusses Once in a Generation Opportunity in Energy
    UPDATE: We have added supplemental slides to accompany the themes discussed in the video. Hope you enjoy.  Onshore versus Offshore Oil and Gas_2020 (003) Robotti Managing Director, Lindsey Sichel Rubinstein, recently caught up with Founder and CIO, Bob Robotti, on...
  • May 1, 2020
    Robotti & Warren Buffett: That was Then, This is Now
    THAT WAS THEN: One year ago today, Robotti’s Head of Marketing & IR, Lindsey Sichel Rubinstein, met the Oracle of Omaha himself, Warren Buffett on her first visit to Omaha, as he was on his way to the Women in...
  • April 23, 2020
    Curtis Jensen comments on “Guarded Optimism, Sobering Reality and Adapting” in the current COVID environment
    Curtis Jensen released an update letter where he comments on "Guarded Optimism, Sobering Reality and Adapting" in the COVID-19 environment. Importantly, he notes that: "The Covid-19 pandemic has brought us to the intersection of economics and epidemiology. These perspectives suggest...
Years
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