CDW Corporation
Thesis
Daniel Bakalarz and Alex Furmanski have a long position in CDW Corporation due to its strong growth prospects in the IT solutions market and its ability to adapt to changing technology needs.
Did it work?
inconclusive
confidence: low
The pitch is a long position in CDW based on growth prospects in IT solutions, but no time horizon, price performance, or verifiable thesis events are provided. Without any return data or evidence that the growth thesis has played out or been invalidated, no judgement can be made.