Welcome to Investing the Templeton Way!

Episode 8: Bob Robotti on Revenge of the Stock Picker

I sat down with my friend Robert “Bob” Robotti, the president and chief investment officer of Robotti and Company. Bob is an expert in Special Situations, Energy Industry, and Home Building. In this episode, he shares about what he’s learned throughout his career, what he sees for the future, and advice for new investors.
Bob Robotti is the founder of Robotti & Company Advisors, a NYC-based US registered advisor. We are dyed-in-wool value investors who buy companies at valuations far below replacement value. We focus on cyclical businesses that have consolidated and are positioned for dramatic growth recoveries. Today, in an era we see as ‘The Revenge of the Old Economy’ we’re invested in businesses with Graham-Dodd valuations with Buffett-esque ‘better’ business attributes.