DDR 0.85% $9.49 dicker data limited

It was boring. Then you realise they've made 15%+ NPAT CAGR on a...

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  1. 3,609 Posts.
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    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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