{"podcast":{"title":"The Meb Faber Show - Better Investing","slug":"the-meb-faber-show-better-investing-743157","podcast_index_feed_id":743157,"rss_url":"https://feeds.megaphone.fm/TIFM6133783130","website_url":"https://www.themebfabershow.com/","image_url":"https://megaphone.imgix.net/podcasts/dfd9a908-428f-11ee-a9c5-6fac729c68a0/image/1400x1400.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress","author":"The Idea Farm","episode_count":708,"summary":"Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each week you’ll hear real market wisdom from the smartest minds in investing today. Better investing starts here. For more information on Meb, please visit MebFaber.com. For more on Cambria Investment Management, visit CambriaInvestments.com.","last_synced_at":"2026-07-24T16:19:52.677138+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157"},"episode":{"title":"Zombie Stocks and Hidden Value With Bob Robotti | #641","slug":"zombie-stocks-and-hidden-value-with-bob-robotti-641","published_at":"2026-07-24T08:30:00+00:00","page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/zombie-stocks-and-hidden-value-with-bob-robotti-641","show_page_url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157","url":"https://traffic.megaphone.fm/TIFM8367642222.mp3","audio_url":"https://traffic.megaphone.fm/TIFM8367642222.mp3","summary":"Today’s guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he’s been running the firm since 1983. In today’s episode, Bob explains why volatile markets driven by passive flows keep handing opportunities to stock pickers. He makes the case for offshore oil services and homebuilders, shows why zombie companies can be dollars trading for 20 cents, and argues 2% inflation is a pipe dream.  To close, Bob shares the biggest loss of his career, selling a winner too early. (0:00) Starts (1:23) Bob Robotti's investment framework and value traps (3:01) Evolution of investment strategies and market consistency (5:22) Sector opportunities in energy and homebuilding (14:13) Managing cyclical and long-term investments (17:05) Housing policies, build-to-rent, and affordability (20:19) Homebuilding outlook, Airbnb, and commercial real estate (22:32) Small cap opportunities (27:40) Distressed investing and zombie companies (37:35) Inflation and interest rates (45:47) Building a lasting investment firm and Bob's most memorable investment ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work fo…","meta_description":"Today’s guest is Bob Robotti, founder and CIO of Robotti and Company Advisors, which he’s been running the firm since 1983. In today’s episode, Bob explai…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3593,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-meb-faber-show-better-investing-743157/episodes/zombie-stocks-and-hidden-value-with-bob-robotti-641/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-meb-faber-show-better-investing-743157/zombie-stocks-and-hidden-value-with-bob-robotti-641.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}