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

Jun 22, 2024

Bob Robotti, Founder and CIO of Robotti & Co., discusses MicroCap/Small-Cap definitions, stock picker opportunities, old economy stocks, and AI's role in investments. Audience Q&A covers U.S. economy, interest rates, and portfolio construction strategies.

Ask episode

Chapters

Transcript

Episode notes

Intro

00:00 • 2min

Investing Beyond Market Cap Classifications

02:22 • 22min

Q&A Session on U.S. Economy, Interest Rates, and Business Positioning

24:50 • 2min

Portfolio Construction and Sizing Positions Strategy Discussion

26:41 • 3min

Exploring a Major Investment Mistake and Lessons Learned

29:46 • 4min

BONUS EPISODE: Keynote Q&A with Bob Robotti, Founder and CIO of Robotti & Co. - this interview was recorded live at the Planet MicroCap Showcase: VEGAS 2024. Topics covered: defining MicroCap/Small-Cap, Robotti's strategy, opportunity set for stock pickers, old economy stocks, all followed by Q&A from the audience.

For more information about Bob Robotti and Robotti & Co., please visit: https://www.robotti.com/

Chapters:

[0:00] Introduction + Episode sponsor: Daloopa

[2:12] How Bob defines MicroCap, Small-cap / Robotti's strategy

[6:49] Opportunity set for stock pickers

[13:04] Magnificent 7 / AI; stock pickers will win the next decade

[19:00] Old economy stocks (industrial businesses)

[24:43] Q&A from the audience

This episode is sponsored by our friends at Daloopa

Hey there, fundamental analysts - Are you tired of the endless grind of updating financial models, scrubbing documents, and hard coding? Let’s talk about something that could transform your workflow—Daloopa.

Daloopa delivers perfect historicals for thousands of public companies. That means every KPI, operating data, financial metric, adjustment, and guidance—all at your fingertips. And here’s the best part: Daloopa updates your models in near real-time, which is especially important during earnings season, tailored to your modeling format and style.

Imagine never having to update your models again. With Daloopa, you can reclaim your time and focus on what really matters—analysis and research.

Want to learn more? Create a FREE account at Daloopa.com/YAV

All information presented in all forms at the Planet MicroCap Showcase or in press releases, videos, emails, or otherwise posted on its website, stocknewsnow.com or YouTube channel (the “Outlets”) is for informational purposes only and should not be construed as an offer or solicitation of an offer to buy or sell securities. Stock News Now, SNN Inc., and the Planet MicroCap Showcase, and their representatives are not licensed brokers, broker/dealers, market makers, investment bankers, investment advisers, analysts, or underwriters.