CDW
CDW Corporation
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 3 / 0
- Avg. return
- —
- Verdicts
- Inconclusive 3
position
Spring 2023
Unison Asset Management
long
inconclusive
Newsletter
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
pitch
Spring 2023
Unison Asset Management
long
inconclusive
Newsletter
CDW is the largest value-added reseller of IT products to small and medium-sized businesses in the U.S., consistently earning returns on capital in excess of 25% due to its low capital intensity. With
position
Spring 2023
Daniel Bakalarz, Alex Furmanski
long
inconclusive
Newsletter
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.