Robert Robotti, President and CIO of Robotti & Company Advisors, shares his lifetime journey in value investing, stemming from his roots in accounting and experiences at Tweedy, Browne. He discusses his contrarian approach, thriving on market inefficiencies, and highlights key investments like Builders FirstSource and Tidewater. Bob emphasizes the importance of capital allocation, aligned incentives, and patience in investing. He also shares insights on private equity, the impact of AI on markets, and the evolving landscape of tangible versus intangible assets.
