Bob Robotti on WLK and the revenge of the old economy

from Yet Another Value Podcast · host Andrew Walker

Bob Robotti, founder of Robotti Advisors, discusses his thesis on Westlake Corporation (WLK) and why he thinks "old economy" stocks are poised for a comeback.My notes on WLK: https://twitter.com/AndrewRangeley/status/1513885052974899200?s=20&t=QiY-1L2H5U3GZ-S5YjGFwwChapters0:00 Intro2:50 WLK Overview6:10 Diving into WLK's segments and products10:45 WLK's favorable supply demand dynamics14:40 WLK's valuation18:55 WLK's control shareholders and family ownership22:15 How can WLK acquire so accretively?28:00 WLK's capital allocation31:45 Do WLK's segments make sense together?39:00 Why buy WLK versus peers?41:40 BLDR and the building products distributors44:45 Why "don't buy cyclicals at the top" might be wrong today51:00 What happens if tech stocks stumble / Revenge of the old economy

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Bob Robotti on WLK and the revenge of the old economy

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