David Rolfe Comments on C.H. Robinson

Guru stock highlight

Jan 13, 2020

Over the past year or so, C.H. Robinson (CHRW, Financial) benefitted from a pronounced tightening in truckload (TL) supply; however more recently management made the decision to compete on price in order to take share as TL supply loosened relative to 2018’s historical supply crunch. We prefer to invest in businesses that execute strategies that can enhance returns, rather than simply compete on price, so we sold C.H. Robinson.

From David Rolfe (Trades, Portfolio)'s Wedgewood Funds fourth-quarter 2019 shareholder letter.

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