Isaac Schwartz of Robotti & Company shared his perspective in a Q&A session at our special event, Intelligent Investing in Crisis Mode 2020.
Isaac discussed his thesis on online grocers, arguing that the COVID-19 crisis is accelerating adoption. Isaac also shared his thoughts on the restaurant business in light of the current situation and long-term trends.
The topics discussed in this podcast are for informational purposes and should not be construed as a recommendation or solicitation of an investment. Bob Robotti is a registered representative of Robotti Securities, member FINRA and SIPC. Robotti & Company Advisors is an SEC registered investment adviser.
Replay this session (recorded on March 25, 2020):
About the instructor:
Isaac Schwartz is the Portfolio Manager of Robotti Global Fund, which he started in 2007. Robotti Global Fund seeks to achieve long-term gains by investing in undervalued securities (primarily stocks) of companies throughout the world. The Global Fund’s largest investments are now in the United Kingdom, the United States, Kazakhstan, Indonesia, and Hong Kong. Isaac serves as a director of Menu Group (U.K.) Ltd., the leading online food delivery platform in several former Soviet Republics, and of Complete Start Inc., a plant-based health food company in the U.S.. Prior to joining Robotti & Company in 2002, Isaac worked for Schiff’s Insurance Observer, an investigative journal, where he did research on the property-casualty and annuity insurance industries. Isaac graduated from Wharton with a B.S. in Economics.
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