Zombie Stocks and Hidden Value With Bob Robotti | #641
About this episode
Bob Robotti discusses investment opportunities in volatile markets, focusing on zombie companies and sector-specific insights.
Today’s guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he’s been running the firm since 1983. In today’s episode, Bob explains why volatile markets driven by passive flows keep handing opportunities to stock pickers. He makes the case for offshore oil services and homebuilders, shows why zombie companies can be dollars trading for 20 cents, and argues 2% inflation is a pipe dream. To close, Bob shares the biggest loss of his career, selling a winner too early. (0:00) Starts (1:23) Bob Robotti's investment framework and value traps (3:01) Evolution of investment strategies and market consistency (5:22) Sector opportunities in energy and homebuilding (14:13) Managing cyclical and long-term investments (17:05) Housing policies, build-to-rent, and affordability (20:19) Homebuilding outlook, Airbnb, and commercial real estate (22:32) Small cap opportunities (27:40) Distressed investing and zombie companies (37:35) Inflation and interest rates (45:47) Building a lasting investment firm and Bob's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us…
More episodes of The Meb Faber Show - Better Investing
- Why Gold Stopped Being a Commodity (AllianceBernstein’s Inigo Fraser Jenkins) | #649
- Paul Kedrosky: AI is the First Bubble With Every Ingredient at Once | #648
- Jerry Parker on Big Game Hunting in the Market | #647
- David Booth: 45 Years to $1 Trillion at Dimensional | #646
- Luke Gromen: The Bull Market That Loses You Money | #645
- Teaser: Investing in America: The Rise Of A 250-Year Bull Market
Explore listener stats, chart rankings, contacts and more on the The Meb Faber Show - Better Investing podcast page.