Blog
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August 14, 2020JP Morgan Strategist Affirms Robotti’s View: Now is an Opportune Entry Point for Value InvestingJPMorgan’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...
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August 11, 2020MOI (Manual of Ideas) excerpts Curtis Jensen’s recent quarterly letter and insightsThe 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.
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August 11, 2020Robotti Value Equity Q2 2020 ReviewClick here for the second quarter 2020 presentation.
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July 21, 2020Bob Robotti and colleague John Moran Discuss Real Estate Opportunities in the Wake of COVID-19Bob 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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July 6, 2020Legendary Investor Sam Zell Confirms Robotti’s Views on Opportunities in Value and EnergyLink: 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...
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June 3, 2020Carpe Diem! Read Robotti’s Letter to the TDW Board re ConsolidationPlease see the attached letter to the Tidewater Board which accompanies our recent 13D filing. Tidewater Letter on Tax Preservation Plan final
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May 19, 2020Robotti Deconstructs Recent COVID Oil Price Volatility, Discusses Once in a Generation Opportunity in EnergyUPDATE: 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...
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May 1, 2020Robotti & Warren Buffett: That was Then, This is NowTHAT 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...
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April 23, 2020Curtis Jensen comments on “Guarded Optimism, Sobering Reality and Adapting” in the current COVID environmentCurtis 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...
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April 15, 2020Read Our Latest Quarterly Commentary Reacting to COVID-19We hope you and your family are healthy! Please find attached our most recent quarterly letter in which we discuss how crises are often catalysts and the potential impact on our investments. We also speak about support of increased efficiencies...