The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
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.
Key Points
- The market is not immediately responding to current opportunities, presenting a large potential for stock pickers in the coming decade.
- The gap between narrative and reality in industries like energy and homebuilding creates significant investment opportunities.
- Bob Robotti emphasizes the importance of understanding business fundamentals and being patient, as many undervalued companies can become better investments over time.
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Transcript
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