Bob Robotti, president and chief investment officer of Robotti & Company, joined the MOI Global community at Latticework London 2018, held at The Savoy on September 20.
Bob shared insights drawn from his decades-long experience investing in cyclical businesses, with particular emphasis on investing in the energy and energy services sectors. He highlighted competitively advantaged energy companies as well as companies run by management teams with a penchant for value-accretive capital allocation.
This private video recording is a special episode of the Latticework Podcast, available exclusively to MOI Global members below.
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About The Author: MOI Global Editorial Team
The MOI Global Editorial Team, led by John Mihaljevic, CFA, includes community builders, event organizers, writers, editors, research associates, security analysts, and fanatical member support advocates. Our sole purpose is to serve the members of MOI Global as well as we possibly can in order to help them learn, invest intelligently, and build lifelong friendships with like-minded people.
Who is MOI Global? In recent years, The Manual of Ideas has expanded to become more than simply “the very best investing newsletter on the planet” (Mohnish Pabrai). We are now a thriving global community of intelligent investors, connected through great ideas, thought-provoking interviews, online conferences, live member events, and much more.
Members of MOI Global enjoy complimentary access to a growing array of resources and content related to the art of intelligent investing. Members also enjoy preferential access to selected offline events as well as exclusive access to other events hosted by MOI Global, including the Zurich Project Summit, the Latticework Conference, and Ideaweek.
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