CDW Corp: Rating Upgrade As Growth Has Seen Positive Inflection

I gave a hold rating to CDW Corp. (NASDAQ: CDW ) in November, with my key thesis being that the timing of growth recovery is uncertain. However, my views have changed after looking at CDW’s 4Q24 results that showedI'm a passionate investor with a strong foundation in fundamental analysis and a keen eye for identifying undervalued companies with long-term growth potential. My investment approach is a blend of value investing principles and a focus on long-term growth. I believe in buying quality companies at ...