Robert Robotti - From Pink Sheets to Portfolio Management: Bob Robotti's Value Investing Journey

Welcome to a new edition of the Value Investing with Legends podcast. My name is Michael Mobison and I am an adjunct professor at Columbia Business School and a faculty member at the Halburn Center for Gram and Dot Investing. My co-host, Tano Santos, the Robert Halburn Professor of Asset Management and Finance at Columbia Business School and the faculty director of the Halburn Center, wasn't able to join us today. It is rare in this day and age to identify investment organizations that employ a classic value investing approach, identifying and investing in securities with gaps between price and intrinsic value, deep fundamental research, and an emphasis on significant margin of safety.

Our guest today has not only pursued this intellectual path, he has delivered outstanding returns for his partners over the decades. He has seen it all in markets, and is an astute observer of what's going on and where the opportunities may result. What's notable about him as well is that he sits on a number of corporate boards of companies in which he's invested. This allows him to have a seat at the table in the process of capital allocation both as an investor and as a businessperson. I am delighted to welcome Robert Robotti, the president and chief investment officer of Robotti and Company Advisors, a value-focused investment firm he founded in 1983.

Bob began his career in public accounting and served as vice president and CFO at Cabellian Company before launching Robotic Company. He earned a BS in accounting from Bucknell University and an MBA from Pace University. Bob serves on the boards of several public companies, including Tidewater, Amrep, and is the chairman of the board of Pulse Seismic. He has also served on nonprofit boards, including the Museum of American Finance, and was previously on the SEC's Advisory Committee on Smaller Public Companies. Welcome, Bob.

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