Blog
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January 11, 2022Value Investing Wizard Bob Robotti on the Topsy Turvy Market"Value investing wizard Bob Robotti on the topsy-turvy market, why North American industrials are a good stock pick, and how China’s economy is driving inflation." Read the recent interview in the Toronto Star
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November 17, 2021Upcoming Robotti Annual MeetingsYou are invited to our upcoming Robotti Annual Meetings. This year we are hosting 2 separate virtual meetings and we hope you can join both. November 19, 2021 at 12pm ET – join Bob Robotti, Curtis Jensen, David Kessler and...
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September 30, 2021Throw Back Thursday: CIO & Founder Bob Robotti Says There is No 3 Second Rule in Investing!As we move closer to the first tip-off of the 2021-22 basketball season on Oct. 19, 2021, we wanted to reflect on what our CIO & Founder Bob Robotti said at our 2019 Annual Meeting as we believe this analogy...
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August 31, 2021Isaac Schwartz’s Q2 2021 Insights: Learning from the Past, Finding Value Today, and Preparing for the Future – Read Now“When I started the Fund in 2007 at age twenty-three, my goal was to produce a great fifty-year investment record for my clients. I’m now almost a third of the way through that time span. As of June 30th, 2021,...
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August 3, 2021“The Yankees Win, the Yaaaaaankeeeees (& NextGen Investors) Win” Robotti Value Live at Yankee StadiumOn July 21, 2021, Robotti & Company hosted our second Next Generation event at Yankee Stadium. The Yankees slugged it out and won in extra innings against the Phillies. The goal of the event was to help educate the families,...
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July 21, 2021Curtis Jensen’s Q2 2021 Insights: A Form of Insurance in Unchartered Waters – Read Now“I view gold and related equities as effective hedges – a form of insurance - against the potential consequences of not only the massive buildup in government debt, but also of Central Bankers hell bent on encouraging inflation, a visibly...
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July 1, 2021Robotti Value Live! to Host 2021 Next Generation Event at Yankee StadiumOn Wednesday, July 21, 2021, Robotti & Company will be hosting a NextGen event for investors and their next of kin at Yankee stadium for the Yankees vs Phillies game. One of the many goals of this event, as well...
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June 17, 2021Throw 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 &...
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May 3, 2021One 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...
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April 29, 2021Curtis 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...