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