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Bob Robotti: A fan of This Small Cap CEO

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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 the state of Tidewater, the potential strategic partners, the overall economics for the industry, the recommendations to the management of Tidewater, why the reduction of board members is a good thing, and what the CEO Quintin Kneen brings to the management.

Q3 2019 hedge fund letters, conferences and more

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Yeah. My next question was going to be getting just tell me what the state of the industry, yeah and how they are best positioned to take advantage of that?

Yeah, so...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.