Value Investing

Vladimir Dimitrov, CFA

Equity Bottom-Up

<ul>
<li>Broadcom remains as one of the best-positioned semiconductors stocks, but lower topline growth is to be expected going forward.</li>
<li>Broadcom has so far done a great job at expanding its product and service offerings through M&amp;A deals.</li>
<li>Broadcom Inc. (<span class="ticker-hover-wrapper">NASDAQ:AVGO</span>) has just reported yet another strong fiscal Q1 2023 quarter, marked by high top and bottom line growth.</li>
</ul>


Broadcom remains as one of the best-positioned semiconductors stocks, but lower topline growth is to be expected going forward.
Broadcom has so far done a great job at expanding its product and service offerings through M&amp;A deals.
Broadcom Inc. (NASDAQ:AVGO) has just reported yet another strong fiscal Q1 2023 quarter, marked by high top and bottom line growth.


Broadcom's Strong Quarterly Results In The Light Of Its Acquisition-Led Strategy

<ul><li>The unprecedented amount of liquidity is having profound implications for high growth tech companies.</li><li>Expected topline growth rate has become the number one business valuation driver in the cloud space.</li><li>The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.</li></ul>

The unprecedented amount of liquidity is having profound implications for high growth tech companies.Expected topline growth rate has become the number one business valuation driver in the cloud space.The hidden risk of rising interest rates and fading momentum trade is often left unaccounted for, which could soon create serious problems.

The Cloud Space In Numbers: What Matters The Most

United States

VMware, Inc. provides virtualization solutions from the desktop to the data center. The Company's solution products addresses a range of IT problems, which includes cost and operational inefficiencies, business continuity, software lifecycle management and desktop management.

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VMware Inc Class A (VMW US)

Broadcom's Strong Quarterly Results In The Light Of Its Acquisition-Led Strategy

Broadcom remains as one of the best-positioned semiconductors stocks, but lower topline growth is to be expected going forward.

Vladimir Dimitrov, CFA

The Cloud Space In Numbers: What Matters The Most

The unprecedented amount of liquidity is having profound implications for high growth tech companies. Expected topline growth rate has become the...

Vladimir Dimitrov, CFA

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)