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Bob Robotti: Tidewater Investment Thesis

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Jacob Wolinsky
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ValueWalk’s Raul Panganiban interviews Bob Robotti, the president and CIO of Robotti & Company. In this part, Bob discusses his stake in Tidewater, taking to the management of the company before taking a stake, the relationship with the management and an overview of the Tidewater situation.

Q3 2019 hedge fund letters, conferences and more

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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...

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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