Small Cap Value Report (Mon 16 Sept 2024) - SNX, TTG, ADF

Good morning from Paul amp; Graham!
I had an interesting email from Paul Hill over the weekend, making some really interesting points about if/when/why various valuation measures should or can be used (eg price to sale, EV/EBITDA). I'm thinking this is an interesting topic that would make a good discussion, so I'll ask him if he wants to do a podcast on it.

Explanatory notes -
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