Episode 48: Qualcomm - Broadcom
Acquired
00:00
Broadcom
This is one of the first times on this show, maybe other than the Alaska Virgin episode where we've seen economies of scale actually be a thing because in software it usually doesn't work that way. So if I'm broadcom, what I'm seeing here is boy, there's an opportunity to get a great company for pretty cheapBecause they're going through this sort of rocky time. They'll pull out of it. Their stock price will rebound. But hey, they were trading at $70 a share a year ago. Now they're trading below that. We can pretend it's a little bit of a premium now and try and buy them again when their intrinsic value is actually probably higher
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