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Looking In-Depth At This Small Cap Gem With Investing Guru Bob Robotti

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Jacob Wolinsky
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ValueWalk’s Raul Panganiban interviews Bob Robotti, the president and CIO of Robotti & Company.

Q3 2019 hedge fund letters, conferences and more

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Looking at Tidewater with Bob Robotti

 

Transcript

Hello podcast listeners. Today's a very special episode with Bob Robotti. He's the founder and chief investment officer at Robotti & Company. Before this, he was CFO at Gabelli & Company. He also worked as an assistant to Neil Bicknell & Cliff Watley. He also was an auditor senior. Bob is a graduate of Pace University with an MBA and a BS BA in accounting from Bucknell University. In today's episode, we discuss his recent investment in Tidewater and his general thoughts on active engagement.

I want to welcome Bob to the show, and I want to welcome all our listeners to a very special episode.

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Welcome to ValueTalks with Raul.

Alright. Yes, I just wanted to welcome all our listeners to a special episode. I have Bob Robotti founder and CEO of Robotti & Company and Bob, welcome to the show.

Hi, great. Thanks for being here.

All right, yeah. Welcome back again. And last time we spoke, it was more on your overall approach, and the value investing space in general. And then for any new listeners, can you just provide quick intro to who you are and your firm?

Sure. So we're stock pickers. We do intensive research on companies that we think we have knowledge about the general business and Nick will have competency and understanding the business

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid