While most emerging market investors are just now recognizing this unique opportunity, Isaac has been traveling there with some frequency and investing in the region for over a decade. He’s built an enviable network of experts in both government and commerce, which has helped him navigate towards real areas of growth while avoiding potential land mines. Here is a link to a talk he gave recently: https://t.co/TgVyTeUbpx. Insightful and actionable. Here’s a link to one of his network events, the New Silk Road Forum https://t.co/vJObmE1eFK
We’re so excited to once again be hosting Robotti Value Live during the Markel Reunion week. We have some exciting panels lined up and hope to see you there! Please reach out your Robotti rep or [email protected] for more info.
Join us in Omaha for a Robotti and Fordham Gabelli School gathering during Berkshire Weekend! The event will feature a panel discussion on the Berkshire Annual Meeting and general market outlook featuring Curtis Jensen, Chris Bloomstran, and myself. I look forward to seeing you there! Register Here: https://t.co/fh5fsXojdS
Check out this article summarizing my recent presentation at the Capstone CSIC at the University of Alabama. The great rotation is manifesting and ugly ducklings will become swans! If you would like to see the full presentation reach out to [email protected] or your Robotti rep.
https://t.co/zHzd9WAXtk
It was great to host Professor Woodley and @creighton NYC Travel Course for a chat last month. The students asked some intelligent and insightful questions that led to great conversation!
We’re so excited to be hosting another Fireside Chat with Peter Jackson, President and CEO of Builders Firstsource! I'm looking forward to the opportunity to get his perspective on the business environment and progress at the company. The fireside chat will be February 26th at 3pm ET. Please reach out to your Robotti representative or IR@robotti to RSVP/
I’m incredibly excited to be returning to speak at the Capstone Student Investment Conference at the University of Alabama on March 7th. I look forward to catching up with the thoughtful and engaging students who make this event possible. See more on the event here: https://t.co/p41tjJBrtF
Thank you to everyone that attended our 2025 Annual Meeting, it is great to see that many people still value cheap stocks and the principles of valuation. If you would like to see a replay of the meeting or would like to talk more please reach out to your Robotti Contact or you can reach us through https://t.co/Ag4ctbjl85 or through [email protected]
Check out my recent interview on Value Investing with Legends and host Michael Mauboussin. Here at Robotti, finding undervalued investments is our PASSION. We encourage anyone to reach out to continue the conversation. Here is the interview and more from our firm: https://t.co/6WISDsl7rk
Listen to the latest episode of the Value Investing with Legends podcast featuring Bob Robotti, CIO of Robotti & Company Advisors and @mjmauboussin
https://t.co/5cya5iau14
@CenterDodd@mjmauboussin Thanks Michael and Tano it was great chatting with you. Here at Robotti, finding undervalued investments is our PASSION. We encourage anyone to reach out to continue the conversation. See more and connect with us here: https://t.co/2AbiWw4wq6
Check out Robotti & Company analyst, Spencer Cibelli, talking about our investment in $HAYPP Group, the world’s largest online retailer of nicotine pouches, and why the business is so unique.
Listen Here: https://t.co/PjHRKD6Aoa
Watch Here:https://t.co/c6oNWhMsN8
Good episode today on Haypp. Thank you to Spencer Cibelli for joining the show.
This is one I should have owned for a while. And still probably should!
+13% today on Zyn! news.
Worth a listen (links below)
Check out the recording of our recent Robotti Mid-Year Update! Curtis, Isaac, and I would love to continue the conversation so don’t hesitate to reach out!
https://t.co/lLHfN3c2p5
Please join me and my colleagues Curtis Jensen and Isaac Schwartz at our Mid-Year Meeting next Tuesday August 26 at 2pm EST. We look forward to hearing your thoughts and questions! Register here: https://t.co/3I9t9ekKTV
Recently we’ve seen a drastic increase in speculation and short-term sentiment in public markets. Thankfully, these factors further discount value in the short-term! We discuss these themes and more in our more recent quarterly letter, check it out here: https://t.co/vwezdp6TGO
Join me and Robotti PM’s Theo van Der Meer and David Kessler for a discussion of Subsea 7 and Saipem’s upcoming merger! The webinar will be hosted on Tuesday August 12th at 1 PM EDT. I look forward to seeing you there and hearing your questions. Register here: https://t.co/8G9szcxH2v
Last week we had the opportunity to sit down with legendary value investor, @BobRobotti.
A fantastic discussion that explored the concept of 'Restoration of the Fallen' and worked through multiple ideas, $BLDR, $TDW and $FPH among them.
Check it out 👇
https://t.co/HzFQEzQfDW
Fireside with Bob Robotti
Fireside Chat: Bob Robotti
Tuesday, July 15 | 10:00am ET
One of the most seasoned voices in small/mid-cap equities. Robotti shares his current views on value investing, capital allocation, and market dislocations.
https://t.co/kQLuU5omvB