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home / news releases / FTNT - Headwaters Capital - Climb Global Solutions: The Middle Man For The Middle Man


FTNT - Headwaters Capital - Climb Global Solutions: The Middle Man For The Middle Man

2024-04-14 05:10:00 ET

Summary

  • Climb Global Solutions differentiates itself from broadline distributors such as Arrow, TD Synnex or Ingram Micro through deep expertise with the limited number of products it distributes.
  • CLMB is unique in the specialty distribution space given that it focuses almost exclusively on software distribution.
  • CLMB's M&A ambitions are more than just financial engineering, they are also sound strategic uses of capital.
  • CLMB clearly deserves a premium multiple to broadline distributors given stronger revenue growth rates.

The following segment was excerpted from this fund letter.


Climb Global Solutions ( CLMB )

Summary Investment Thesis

For further details see:

Headwaters Capital - Climb Global Solutions: The Middle Man For The Middle Man
Stock Information

Company Name: Fortinet Inc.
Stock Symbol: FTNT
Market: NASDAQ
Website: fortinet.com

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