Globalization 2.0: Why Businesses Are Shifting Out of China and Into North America
Teaser Video
Legendary value investor Bob Robotti joins Kuppy to discuss his outlook on a number of “old economy” businesses and sectors that have undergone tremendous transformations after a decade of capital starvation and have him feeling like “a kid in a candy store” when he looks at many of these opportunities.
Together, they discuss OSVs, homebuilders, lumber producers, China’s economic woes and role in global industrial demand, the relative lack of competition in the value investing space, and much more…
Globalization 2.0: Why Businesses Are Shifting Out of China and Into North America
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