Author Topic: AVGO - Broadcom  (Read 1117 times)

tol1

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AVGO - Broadcom
« on: May 30, 2018, 07:15:02 AM »
Have not seen a thread on Broadcom (ticker AVGO US) here. Post-blocked Qualcomm deal share has come back to pre-bid 230-240$ levels. Not sure they are going after another blockbuster deal, but given history likely to be more ahead.

Any thoughts fundamentally on the name and key drivers going fwd? Sell-side is extremely bullish vs current valuation - why is that?
« Last Edit: May 31, 2018, 09:24:26 AM by tol1 »


tol1

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Re: AVGO - Broadcom
« Reply #1 on: June 27, 2018, 06:34:15 AM »
Following up on this one, in case someone has been / or is about to be invested. In particular, looking for differentiated views vs sell-side which is very bullish - from margins and top line growth going forward to valuation and downside potential from here.
« Last Edit: June 27, 2018, 08:03:58 AM by tol1 »

tol1

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Re: AVGO - Broadcom
« Reply #2 on: July 12, 2018, 02:34:26 AM »
AVGO apparently buying CA, a software company. AVGO stock down 6% after-market. This is sth I have been worried about: AVGO doing deals outside their core franchises.

https://techcrunch.com/2018/07/11/broadcom-acquires-ca-technologies-for-18-9b-in-cash/