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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
The second investment we sold was CDW Corporation, a value-added reseller of hardware and software products, partnering with over 1,000 vendors to provide over 100,000 products to over 250,000 customers. While the company...
— Joe Maginot, Haruki Toyama, Rich Eisinger
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Other investors who've written on CDW Corporation
CDW Corp. is a value-added reseller and solutions provider of information technology hardware, software, and services to over 250,000 commercial, government, education, and healthcare clients across North America and the UK. The manager holds...
CDW Corp. is an IT solutions provider and value-added reseller serving over a quarter of a million commercial, government, healthcare, and educational clients across North America and the UK. The manager is...
CDW Corporation is an outsourced information technology systems integrator and distributor, supplying hardware, software, and cloud solutions to more than 250,000 enterprise, education, and government clients across North America and the UK. The manager is...
More institutional theses from Madison Large Cap Fund