Q4/FY update – UBS on CH Robinson: 'Strong execution, idiosyncratic drivers remain'
“Solid 4Q EPS [earnings per share] despite rising spot rates; Cycle likely the key to ...
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Proxy statements out of the US reveal a lot about certain inner mechanics at large corporations.
As well as their financial achievements against stated targets.
And compensation – including, with CH Robinson (CHRW), “personal use of company aircraft”, among other benefits for the commander-in-chief.
Soft corner
In those filings, facts that often slip through, are fully disclosed, emerging in their simplicity and – although seldom price-sensitive from a mere investor’s perspective – tacitly explain a lot about what usually is worth a closer look.
Yesterday, ...
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