A New Golden Age for Savvy Stockpickers w/ Bob Robotti (RWH046)

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  • Опубліковано 25 гру 2024

КОМЕНТАРІ • 57

  • @WeStudyBillionaires
    @WeStudyBillionaires  6 місяців тому +4

    📌 Check out this video next: ua-cam.com/video/0rNtqLgCXGM/v-deo.html
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  • @ElLotdog
    @ElLotdog 6 місяців тому +15

    Honest interview, very knowledgeable, and evident he has a big heart ❤️

  • @albertolucchini7326
    @albertolucchini7326 6 місяців тому +6

    Well, just another exceptional interview from Mr. Green

  • @SkepticButOptimist
    @SkepticButOptimist 6 місяців тому +13

    Love Robotti one of the greatest to play the game!

    • @SkepticButOptimist
      @SkepticButOptimist 6 місяців тому +1

      The demutualization he talks about 23:02 reminds me of the demutualization that Greenblatt utilized with Hudson City Bancorp

    • @SkepticButOptimist
      @SkepticButOptimist 6 місяців тому +2

      And another wonderful moment at 1:41:41 adversity shapes oneself and I’m glad Bob is so giving in his time and advice.

    • @WeStudyBillionaires
      @WeStudyBillionaires  6 місяців тому +2

      So happy to hear you liked the interview! 🎉

  • @valentinc100
    @valentinc100 6 місяців тому +4

    What a beautiful lesson on macroeconomics and inflation's impact on different markets!

  • @joeysocks5718
    @joeysocks5718 6 місяців тому +6

    Great interview with a fascinating man. Thank you.

  • @pedrogonzales6117
    @pedrogonzales6117 5 місяців тому +3

    This man is a beautiful soul. Thank you for sharing this one ❤

  • @KamilMauel
    @KamilMauel 6 місяців тому +4

    More of the RWH recently = more of productively-relaxing weekends 🙂

  • @dessanguyen
    @dessanguyen 6 місяців тому +2

    Wow I teared up when he choked up. Amazing interview. Thank you both for the authenticity and for sharing such sage and priceless wisdom. A true gift thank you again

  • @missyleger
    @missyleger 6 місяців тому +3

    This was a great interview!

  • @marcoaraujo4771
    @marcoaraujo4771 6 місяців тому +2

    What a legend! Thank you.

  • @tulipmania4923
    @tulipmania4923 5 місяців тому

    Great interview thank you.
    Can you please put these videos on Spotify?

  • @JB-ty8vf
    @JB-ty8vf 6 місяців тому +4

    Self-select consistent moats, via Quality per long-term metrics trends and sustained balance sheets. No ETFs. Only diversify across equities.

  • @b4bmm
    @b4bmm 6 місяців тому +1

    Cracking conversation

  • @KingJack86
    @KingJack86 5 місяців тому +1

    Is this the interview with the story of the lady who passed sway with an amazing stock portfolio and the dividends she received were larger than her cost basis on the companies?

  • @dassa0069
    @dassa0069 6 місяців тому +3

    Resources and Agriculture are the future due to increasing scarcity.

  • @Lanark83
    @Lanark83 6 місяців тому +3

    Great listen. BUT hard to find a major index he has beaten. Story is great and I like the thesis but pick an industrials etf and 90% likely over 5-10 years you beat his picks.

    • @WeStudyBillionaires
      @WeStudyBillionaires  6 місяців тому

      Thanks for watching! 😀

    • @mark4083
      @mark4083 6 місяців тому

      It sounds like he's pivoted from value investing in earlier years to macro trend predictions now. Does that sound right? Probably more interesting for him, but not more profitable?

  • @dassa0069
    @dassa0069 6 місяців тому +3

    I have been value investing since 1967. I have dealt with all the characters he mentioned and more. Due to Nixon cutting off NIH and NSF funds in Mass because nobody here voted for him i abandoned my Biophysics career for value investing. I wrote letters to money managers and market makers followed by phone calls; nobody does that. I learned the most from Ralph Coleman of The OTC Securities Fund.

  • @joezawinulreviewsandreacti2509
    @joezawinulreviewsandreacti2509 5 місяців тому

    Wait so did China run out of raw materials compared to the USA?

  • @Cloninginvesting
    @Cloninginvesting 6 місяців тому +1

    ❤🤝🤝

  • @tyronegreen2412
    @tyronegreen2412 Місяць тому

    Selling most of mine at 98.13 and I'll hold a little bit just in case he gets in they say he will broadcast from the White House and shares will reach three or $400 I don't know how true it is but I think 100 is possible even if it's on Monday election day 98.13 and give me some more money to sell more puts I'm going to come down and see you one day man appreciate everything you do

  • @rickfool1452
    @rickfool1452 5 місяців тому +2

    I love how u say with such pride. Oh we don't talk about stocks. We want these interviews to be 'timeless'. In other words, useless for listeners interms of generating alpha. Get guy spier on for the 200th time & recycle some buffetisms. It's why I unsubscribed years ago. Robotti is actually worth listening to because he's actually in the arena & I can keep score.

    • @RicherWiserHappier
      @RicherWiserHappier 5 місяців тому

      Thanks for your message, @rickfool1452. To be honest, it's not a matter of pride. It's more of a public health warning. Over the last three decades, I've written and edited a lot of articles that featured stock picks, including pieces for great publications like Fortune, Forbes, Money, Barron's, and Time, where we were sincerely trying to benefit our audience. But the truth is that I'm not sure that these stock picks ever truly added any value for my readers (unless, say, they had the good fortune or good judgment to buy Amazon at $6 when I profiled Bill Miller for Fortune in 2001). There's also a timeliness issue, which is that there's often a delay of a few weeks between when I do a podcast interview and when it actually airs, so I don't want a listener to buy a stock and then discover that the person who recommended it has sold it or changed their mind since our interview. For these and other reasons, I think it's more helpful for me to discuss stocks as illustrations of how my guests think about investing or to discuss certain trends/themes that they're seeing in the world. Beyond that, I'm more interested in how these extraordinarily smart investors think about how to live well, how to think better, how to deal with their mistakes, how to build a competitive advantage, how to balance success in the financial world with the challenge of having a happy personal life, how to build a resilient life both financially and personally in the face of impermanence and entropy, etc etc. As I see it, those are rich subjects that are maybe under-explored, whereas it's easy enough to get a limitless array of stock picks elsewhere. So, that's just not my focus, and I hope it never will be. Anyway, wishing you much success in your efforts to generate alpha. Warm wishes, William

  • @HedgeFundOfOne
    @HedgeFundOfOne 5 місяців тому

    Robotti & Gabelli don't read books because they've been too busy developing their own methodology that should be documented in books. 😊

  • @dassa0069
    @dassa0069 6 місяців тому

    Ghawar is producing more water daily.

  • @danlee6997
    @danlee6997 6 місяців тому +1

    His funds have underperformed for at least 10 years.they act like he is some kind of guru.

    • @afriqueinvestir
      @afriqueinvestir 6 місяців тому +1

      That's the whole point of his video

    • @JakeAllen3
      @JakeAllen3 6 місяців тому +6

      He’s beaten the market over 30+ years

    • @sebfox2194
      @sebfox2194 5 місяців тому +1

      10 years is a very short time frame. Funds that underperform in one decade can outperform in the next.

  • @bigmoose143
    @bigmoose143 6 місяців тому +1

    Why does this host talk so much? We are not here to admire his knowledge, are we?

    • @RicherWiserHappier
      @RicherWiserHappier 6 місяців тому +5

      He can't help it.

    • @bigmoose143
      @bigmoose143 6 місяців тому +2

      @@RicherWiserHappier Appreciate the honesty. :)

    • @TD-es5py
      @TD-es5py 6 місяців тому +2

      @@RicherWiserHappier😂

    • @faronskelton4085
      @faronskelton4085 6 місяців тому +5

      I still think you're one of the best interviewers I've ever listened to.​@@RicherWiserHappier

  • @LalaPala-ml2or
    @LalaPala-ml2or 6 місяців тому

    No, next decade belongs to bitcoin

    • @sebfox2194
      @sebfox2194 5 місяців тому +2

      No, the previous decade belonged to bitcoin.

    • @lamarravery4094
      @lamarravery4094 Місяць тому

      Bitcoin already has its run, but for other cryptos that JD Vance has invested in.

  • @easternhair
    @easternhair 6 місяців тому +3