Robert Half International: Still Too Early To Turn Bullish

I had a hold rating for Robert Half International (NYSE: RH ) previously, as I thought there were positive signals that the demand backdrop was getting better. For this update, I maintain a hold rating. WhileI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment ...