Another Cyclical Masterclass with Robotti & Company

<p>Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at <a href="https://www.robotti.com/" target="_blank" rel="ugc noopener noreferrer">Robotti &amp; Company</a>, is in the room with Bob to provide some additional analytical firepower. </p><p>This conversation came about because Bill was researching the lumber supply chain, had a bit of recorder's block, and though "You know who I want to talk to? Bob Robotti." Bob said yes to the invite and this is the result.</p><p>If this show speaks to you be sure to reach out to the team at <a href="https://www.robotti.com/" target="_blank" rel="ugc noopener noreferrer">Robotti &amp; Company Advisors</a>. </p><p></p><p><strong>Sponsorship Information</strong></p><p>Thank you to <a href="https://www.trytrata.com/" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Trata⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show.</p><p>If you're listening to this podcast, you'll like Trata. Trata is buyside to buyside conversations on individual stocks. Trata makes finding a bull or bear on any stock as easy as clicking two buttons. Over 125 funds globally contribute that collectively cover 2000+ tickers. Trata raised over $3mm coming out of Y Combinator. Before you would track 13Fs, now you can understand what funds are actually thinking. You can join as a lurker or you can join as a contributor and Trata will pay you hundreds of dollars per call. For a free trial, go to <a href="http://trytrata.com/BREWSTER" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠trytrata.com/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> </p><p><br /></p><p>OG Sponsor Shoutout:</p><p>Thank you to <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> for sponsoring the show. </p><p><br /></p><p><strong>DISCOUNT INFO:</strong> If you use the affiliate link <a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fiscal.ai/brew⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>, you will automatically get 2 weeks of Fiscal Pro for Free and if you find that you want to upgrade, my link will get you 15% off any paid plans. <strong>About </strong><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠<strong>Fiscal.ai</strong>⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> is the complete modern data terminal for global equities.</p><p>The <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> platform combines a powerful user experience with all the financial data capabilities that professional investors need. </p><p>Users get up to 20 years of historical financials for all stocks globally that they can easily chart, compare, or export into their own models. </p><p>And unlike legacy data terminals where it can take hours or even days, <a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a>’s data is updated within minutes of earnings reports. </p><p><a href="http://fiscal.ai/brew" rel="ugc noopener noreferrer" target="_blank">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Fiscal.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a> also tracks all the company-specific Segment &amp; KPI data so you don’t have to. </p><ul><li><p>Like to track Amazon’s Cloud Revenue? They’ve got it.</p></li><li><p>How about Spotify’s premium subscribers? </p></li><li><p>Or Google’s quarterly paid clicks?</p></li></ul><p>They’ve got all of it.</p><p><br /></p><p><br /></p><p></p>