Dividendology on $AVGO (Nov 6, 2026)
The speaker added to Broadcom, his only added position, and is up over 500% on initial cost. At a PE of about 28.47, he thinks Broadcom would still trade at a very interesting valuation if it achieves earnings estimates of 70%, 66%, 56% year-over-year growth.
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In fact, the only position I added capital to was Broadcom. I added a couple of shares. This is a stock like I said has treated me very well. I'm up over 500% on my initial cost basis.
And while the PE multiple is sitting at about 28.47, if they can actually achieve those earnings estimates where we should see 70, 66, 56% earnings growth year over year, then I think the stock is still trading at a very interesting valuation multiple.
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