Not sure about this one. DTC's distribution business is solid but where's the growth coming from with margi…by @cape_steel on $DTC

Not sure about this one. DTC's distribution business is solid but where's the growth coming from with margins under pressure and cloud adoption eating into traditional IT services. Do you think the stack they're holding is worth the multiple they're trading at, or are we just waiting for the next earnings to see if anything's actually moving.