Calls
3
Bob Robotti
Founder and CIO, Robotti and Company Advisors
Win Rate
33.3%
return
-5.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$71.72
-17.7%
Builders FirstSource is a company they know well, now down over 50% from its high near $230 to around $75. The business has earnings potential of $15-20 per share in a normalized environment. They view this as a great entry point again and are building a position, expecting strong returns over the next 3-5 years as the cyclical recovery unfolds.
Construction & Infrastructure
Long
Jul 24
$95.59
-6.3%
Homebuilding stocks have pulled back dramatically, and the market is pricing in extremely poor results. The downturn is cyclical, and the industry has right-sized to a level of activity that is not sustainable. Valuations are substantially discounted, and increasing activity is likely over the next few years, though timing is uncertain.
Thematic ETFs
Long
Jul 24
$393.23
+7.0%
The offshore oil services industry has fundamentally changed supply-demand dynamics, with limited capacity after years of underinvestment since 2015. Geopolitical events like the Middle East conflict have accelerated energy security concerns, driving countries to develop domestic resources. Valuations remain modest, making the sector extremely compelling almost regardless of oil prices.
Thematic ETFs
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Bob Robotti has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: ITB, BLDR, OIH.
