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.
维权投资者致信多利安液化石油气（Dorian LPG）董事会，要求公司立即启动战略审查并考虑分拆或出售部分船队。信中指出公司资本配置严重失误，将大量自由现金流投入回报率偏低的二手船收购，导致股东价值长期受损，且管理层薪酬与业绩脱钩，董事会缺乏有效监督。
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