Bob Robotti

Bob Robotti, President & Chief Investment Officer of Robotti & Co., shares his insights as a seasoned investor with a 40-year track record of beating the S&P 500. He discusses why we may be entering a 'new golden age' for value investors and emphasizes the potential of Old Economy businesses. Bob predicts ongoing high inflation and outlines how globalization is shifting with China's changing role. He also shares his strategies for navigating the looming global energy crisis and the importance of mentorship in his personal journey.

Bob Robotti, President and CIO of Robotti and Company Advisors, has over 30 years of value investing experience. In this engaging conversation, he discusses the merits of long-term capital and investing in companies facing headwinds. He highlights the unique competitive advantages of American industrial firms, unaffected by trade policies. Bob also shares insights on evaluating business value through cost of replacement metrics and the strategic importance of navigating challenges in markets like lumber. His dual role in advisory and brokerage showcases a unique perspective on value investing.

Bob Robotti discusses America's financial performance, S&P cyclically adjusted PE ratio, tech stock dominance, impact of human emotions on market evaluation, global investment opportunities in renewable energy, North American natural gas resources, challenges in economic forecasting, and importance of strategic stock selection.