Robotti Value Investors, a boutique asset manager focused on value, published its fourth-quarter 2025 investor letter. You can download a copy here. The firm specializes in spotting opportunities in cyclical sectors where fundamentals are not yet recognized by the market. The letter mentioned that 2025 is proving Dornbusch’s theorem true, with several notable market developments. These include an increase in gold prices and a broader geographic leadership in markets. It also pointed out emerging opportunities in housing, offshore industries, and data storage, which exhibit misunderstood...
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