Zombie Stocks and Hidden Value With Bob Robotti | #641

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