What’s Old is New

02/28/2022

Robert Robotti of Robotti & Co. explains why he believes the fundamental strength of many old-economy businesses has structurally improved, why the recovery in the U.S. housing market still has a long way to run, where he's finding head-shakingly low valuations, and why he sees particular upside in Westlake, Subsea 7, Interfor and West Fraser Timber.

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