Blog

Blog

  • March 25, 2020
    Update to Our Recent Comments on Global & Market Events
    Please find below excerpts from an update to our March 10th note. "Not only do we feel fortunate that we have long-standing relationships with our investee companies and their management teams, but we also believe that this provides us with...
  • March 16, 2020
    Robotti Comments on the Market Sell-off, Coronavirus, and where we see Opportunity
    Robotti Response to Market Sell-off, Coronavirus_March 10, 2020How are we at Robotti & Company maintaining our calm during such scary times? First, we hope you and your family are healthy and well stocked in terms of food, water and medicine....
  • February 27, 2020
    Robotti Discusses Ongoing Support of Women in Investment in Response to Warren Buffett’s 2019 Annual Letter
    On February 22, 2020, Warren Buffett noted in his annual letter: “During the first 30 or so years of my services, it was rare to find a woman in the room unless she represented a family controlling the enterprise. This...
  • February 7, 2020
    Robotti Hosted CEO and Chairman of Tidewater for an Open and Frank Conversation
    Last Monday, Robotti & Co. was fortunate to host a Fireside Chat for Quintin Kneen, CEO, and Larry Rigdon, Chairman of the board Tidewater (NYSE: TDW). Our Founder and CIO, Bob Robotti, and Senior Investment Associate, Dan Grzywacz asked topical...
  • January 22, 2020
    Curtis Jensen present at MOI’s Best Ideas Conference
    Robotti’s Curtis Jensen was invited by John Mihaljevic, organizer and moderator of Manual of Ideas (MOI Global) to present at their “Best Ideas Conference” held earlier this month. Listen here. The conference is an online conference where a select group...
  • January 6, 2020
    Dan Grzywacz on the mistakes people make in investing and the importance of compounding wealth over generations
    Dan Grzywacz, Senior Investment Associate, recently commented on the mistakes people make in investing and the importance on compounding wealth over generations. Please contact us if you are interested in learning more. “I think there are a lot of factors...
  • December 31, 2019
    Robotti at the core: There is a consistency that’s run through the 30+ years that we’ve been investing…
    At our recent Annual Meeting, Founder and CIO, Bob Robotti discusses the passion that drives and distinguishes us, quotation below. Please contact us at rubinstein@robotti.com for the full transcript or any questions. The Robotti Team wishes you and your family...
  • December 20, 2019
    Curtis Jensen calls “phoney baloney” on value vs. growth debate
    Portfolio Manager Curtis Jensen tackled the value versus growth debate head-on at the Robotti annual meeting in November - quotation below. Please contact us at rubinstein@robotti.com if you would like the full transcript. “Running through the investment landscape is this...
  • December 18, 2019
    Robotti discusses Tidewater active engagement with ValueWalk
    Bob Robotti discusses his active engagement or “friendly activism” regarding Tidewater (NYSE:TDW) with ValueWalk’s Raul Panganiban – click here to listen (twitter @BobRobotti & @valuewalk).
  • December 16, 2019
    Isaac Schwartz comments on the “dirty little secret” in the grocery industry.
    For our second post sharing highlights from our annual meeting last month, global strategy PM, Isaac Schwartz, comments on the "dirty little secret" in the grocery industry.  Full excerpt below: “There's a dirty little secret in the grocery industry, which...
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