Mario Cibelli - Seeing Value in SMID

Mario Cibelli - Seeing Value in SMID

BILL BREWSTERBILL BREWSTER

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Another Cyclical Masterclass with Robotti & Company

Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. This conversation came about because Bill was researching the lumber supply chain, ...  Show more

 . 1h 38min
Another FDA vs uniQure Episode

Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure. Describing his trip on his Substack: "I flew to Washington D.C. on Friday (and dro ...  Show more

 . 1h 20min

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