CDW Corporation
CDW
position
long
Unison Asset Management
Thesis
CDW has evolved from a transactional business to a service-oriented model, significantly increasing its service revenue and enhancing its competitive moat. The company's investment in technical staff and comprehensive IT solutions positions it well against smaller competitors.
Did it work?
inconclusive
confidence: low
Without specific price performance data or a defined time horizon for the thesis, it's difficult to assess whether the investment thesis has played out. While the transition to a service-oriented model and increased service revenue are positive indicators, the lack of concrete outcomes or market reaction leaves the overall effectiveness of the pitch uncertain.
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