22min chapter

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BONUS EPISODE: Keynote Q&A with Bob Robotti, Robotti & Co. LIVE in VEGAS

Yet Another Value Podcast

CHAPTER

Investing Beyond Market Cap Classifications

The chapter challenges the traditional classification of companies based on market cap, emphasizing the importance of identifying investment opportunities regardless of size. It discusses the types of microcap and small cap companies to consider, the significance of bottom-up stock research, and the impact of economic factors on valuations. The conversation also explores the evolution of industrial businesses in North America, investment opportunities in the sector, and the shift towards American investments over Chinese investments.

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