Insight Enterprises (NSIT) is a small-cap application software and hardware company that offers IT solutions to companies, and at this time, we see the company as lacking considerable upside moving forward. NSIT has some interesting offerings that we find intriguing. But how can we believe that NSIT can have sustained growth in an extremely crowded sector without much different offerings than most of its competitors that have larger scale, more money, and more relationships? For us, the company's only opportunity is in value, but we cannot expect anything exceptional in growth to excite us to expect multiple expansion.
Value is very solid for Insight Enterprises, and it is...
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