Seems very clear you have no idea what a 'moat' is. Literally none of your points are moats. Not one haha. I like the stock too but please. I would describe your list as a bull case.
I'm hearing on the grapevine that there's an international shortage of silicon chips at the moment. What's everyone's thoughts on how this may/may not affect these guys as an IT reseller? It's pretty critical these guys maintain healthy inventory levels and I'm concerned restocking could incur delays or at the very least healthy cost increases. Could this be the cause behind the SP dipping below the CR price?
