C.H. Robinson Worldwide: Don't See Any Strong Reasons To Turn Bullish

Group 1 - The article provides an update on C.H. Robinson Worldwide (NASDAQ: CHRW) following a previous recommendation to hold due to valuation concerns [1] - The author emphasizes a fundamentals-based approach to value investing, focusing on companies with long-term durability and robust balance sheets [1] - There is a common misconception that low multiple stocks are inherently cheap, but the author argues that valuation is crucial, especially in successful companies [1] Group 2 - The author expresses a belief that in certain situations, the potential for growth can outweigh immediate price concerns [1]