It was boring. Then you realise they've made 15%+ NPAT CAGR on a massive ROE seem boring, because they hit it so routinely. We just sit here, do nothing and profit.
They have massive growth areas (Unified Comms/AV, Cloud, 5G/IoT, Cybersecurity, WFH) and the warehouse available to facilitate it. They're also winning the SMB/Commercial market with no signs of slowing.
I might also add Vlad called DDFS an 'absolute success'. Good to hear, given their very high standards.
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