Ingram Micro (NYSE: INGM ) is a recent IPO without much fanfare. Nevertheless, it has substantial scale, free cash flow generative capability, an essential role in the tech service industry, and a working capital model that's particularly resilient under adverse macroeconomic environments. In addition, the incomingAfter graduated from MIT with a PhD degree in 2017, I have started managing third party money at a $1+ billion hedge fund. Since 2022, I set up my own RIA (registered investment advisory) firm in ...