Robotti & Company is a New York deep-value boutique founded by Bob Robotti in 1983, specializing in left-for-dead cyclical industries — energy services, building products, shipping — with multi-year holding periods and occasional activist letters. It manages about $650m; Bob is regarded as one of the most steadfast Graham-tradition cyclical value hunters.
罗博蒂（Robotti）向建材第一源（Builders FirstSource）董事会发出公开信，反对华平投资与JLL Partners提出的稀释性收购要约。核心诉求是要求董事会立即拒绝该要约并启动战略审查。批评点在于该收购定价严重低估公司价值，且交易结构将损害现有股东利益，管理层未充分履行信义义务。
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