💻 Warren Buffett showed interest in Tech Data, now TD Synnex, a distributor of IT hardware.
🧩 The IT distribution sector benefits from fragmented supply and demand, making intermediaries valuable.
💰 TD Synnex aims for a 15-20% annual shareholder return through free cash flow and growth.
📉 Currently trading at low multiples due to past sector slowdown, presenting a potential value opportunity.
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