CH Robinson And Caterpillar Are Victims Of Their Own Success

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Rupert Hargreaves
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Shares CH Robinson Worldwide and Caterpillar could fall by as much as 35% and 50% respectively according to shortseller presenters at MYST Advisors Bear’s Den dinner. Yost Capital Capital On How To Short Fraud Stocks Jason Karp On Investing Like A Fundamental Quant And Short-selling … For both CH Robinson and Caterpillar, the short thesis is based on falling sales in a soft market. Specifically, with Caterpillar the presenter believes that the company has been over shipping for several years, and the used equipment market is very soft with pricing down 10% year-on-year. What’s more, the US construction recovery appears…

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Sign up now and get our in-depth FREE e-books on famous investors like Klarman, Dalio, Schloss, Munger Rupert is a committed value investor and regularly writes and invests following the principles set out by Benjamin Graham. He is the editor and co-owner of Hidden Value Stocks, a quarterly investment newsletter aimed at institutional investors. Rupert owns shares in Berkshire Hathaway. Rupert holds qualifications from the Chartered Institute For Securities & Investment and the CFA Society of the UK. Rupert covers everything value investing for ValueWalk