Best Ideas Omaha 2025: Bob Robotti on Tidewater

Bob Robotti of Robotti & Company shared his summary investment thesis on Tidewater (NYSE: TDW) at Best Ideas Omaha 2025, a member event held during the Berkshire Hathaway annual meeting weekend.

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This talk is also available as an episode of Discover Great Ideas, a member podcast of MOI Global. (Learn how to access member podcasts.)

About the speaker:

Bob Robotti is the Founder, President and CIO of Robotti & Company Advisors, a registered investment advisor based in New York City.

Guided by the classic tenets of value investing, VALUATION MATTERS. Robotti & Company Advisors uses a proprietary research approach to identify companies which trade for substantial discounts to their future free cash flows, yet are misunderstood, neglected, and left for dead by the market – Zombies! These zombie companies, a significant component of the Russell 2000, have seen suffered huge outflows of capital from their industries- leading to consolidation, liquidation, bankruptcy, and large valuation discounts for the survivors. This cathartic process leaves the zombie companies which survive well positioned to take advantage once cyclical upturns return and capital flows back into the industry.

Once identified, Robotti’s investment team focuses on deep primary industry and company research to select investment holdings through the lens of a long-term business owner. In this capacity, Bob is currently on the boards of AMREP Corporation (NYSE:AXR), Pulse Seismic Data Inc. (TSX: PSD) for which he also serves as Chairman, and Tidewater, Inc. (NYSE:TDW). Bob previously was on the board BMC Building Materials Holding Corporation, now amalgamated into Builders FirstSource, the premier and differentiated distributor of building structural products to homebuilders. Each of these companies are example investments in businesses once characterized as Zombies.

Prior to founding Robotti & Company in 1983, he was the CFO of Gabelli & Company. Bob holds a BS in Accounting from Bucknell University and an MBA, also in Accounting from Pace University.

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