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Month: June 2024

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Arrow Electronics Stock: A High Margin Business With A Durable Moat (NYSE:ARW)

June 2, 2024 admin 0

DKosig The following segment was excerpted from this fund letter. Arrow Electronics (NYSE:ARW) Arrow Electronics (“ARW”) is the world’s largest authorized electronics components distributor (15% market share including larger shares in key markets) serving both […]

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CDW Corporation: 2 Major Growth Catalysts Ahead (NASDAQ:CDW)

June 2, 2024 admin 0

Luis Alvarez Investment summary I give CDW Corp. (NASDAQ:CDW) a buy rating despite the near-term weakness because I see two strong catalysts ahead that should drive growth acceleration as CDW moves past FY24. Specifically, I […]

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Pangaea Logistics Solutions: Downgrading On Valuation And Mediocre Q2 Outlook – Hold

June 1, 2024 admin 0

Pangaea Logistics Solutions: Downgrading On Valuation And Mediocre Q2 Outlook – Hold

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Microsoft's $625 Billion AI Flywheel

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Microsoft's $625 Billion AI Flywheel

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