Comment / The New Robinson – expert at playing the markets

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CH Robinson (CHRW), Investor Day, 12 December, New York: 101 slides, three hours of confident talk by management and a stock that yesterday, after the closing of the first such event since 2017, rose to $114.68, its highest level since September 2022.

A united executive team of six, spearheaded by CEO Dave Bozeman, took all the time they needed to explain how “building a future-ready CH Robinson” is going to strengthen, in truckload brokerage as well as other parts of its ...