C.H. Robinson Worldwide, Inc.
CHRW
pitch
short
Brad Headley, Ryan Darrohn, and John White
Thesis
Brad Headley, Ryan Darrohn, and John White are shorting C.H. Robinson due to concerns about its business model and market position, which they believe may not sustain its current valuation.
Did it work?
worked
confidence: high
The short thesis on C.H. Robinson has played out significantly, as the stock has declined by 65.2% since the pitch. This substantial drop in price supports the analysts' concerns about the company's business model and market position, indicating that their valuation concerns were valid. Given the long time elapsed since the pitch, this outcome can be confidently classified as a successful short.
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