Blog
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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...
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April 7, 2020Robotti Celebrates Our Healthcare Provider Heroes on World Health Day (April 7)In honor of #WorldHealthDay, we at @Robotti & Co. want to extend a heartfelt THANK YOU to all of the healthcare professionals, your supportive families and the countless others who are selflessly on the front line of this fight against...
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March 25, 2020Update to Our Recent Comments on Global & Market EventsPlease 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...
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March 16, 2020Robotti Comments on the Market Sell-off, Coronavirus, and where we see OpportunityRobotti 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....
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February 27, 2020Robotti Discusses Ongoing Support of Women in Investment in Response to Warren Buffett’s 2019 Annual LetterOn 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...
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February 7, 2020Robotti Hosted CEO and Chairman of Tidewater for an Open and Frank ConversationLast 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...
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January 22, 2020Curtis Jensen present at MOI’s Best Ideas ConferenceRobotti’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...
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January 6, 2020Dan Grzywacz on the mistakes people make in investing and the importance of compounding wealth over generationsDan 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...
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December 31, 2019Robotti 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...