6/13 Daily Plan: Broadcom targets our DCF Conclusion Study Bull Case
AVGO is a Star
Hey friends,
Now that I have finished a set of DCF Conclusion Studies across the top names in QQQ ETF and Dow ETF, I continue to do research in the background to update these models when appropriate.
The highlight of today is definitely our Broadcom opinion shared on May 15th in our AVGO DCF Conclusion Study.
Rarely in investments am I going to use full risk-on language, but for AVGO specifically, I was rather convinced that 1700 would trade (then 1400 at time of DCF).
See quote below (Full blurb shown)
I actually don’t think it matters what type of drawdown AVGO goes through from here until 2025-2026, I think Broadcom ultimately gets to 1700-2000/share within 18 months
From AVGO DCF Conclusion Study
Fast forward one month, AVGO gets to 1700 target.
Come on, you gotta admit - that’s cool!
That’s the power of the DCF Conclusion Study, which I will of course continue to refine and advance my skillset in.
Alrighty - I’m gonna get back to research and find more of these ideas.
Nothing else to say about CPI / FOMC. I’m very focused on finding opportunities like AVGO from doing more DCF Conclusion Studies.
Members get to access my best ideas from my DCF Conclusion Studies and any updates that I have to them when appropriate.
I’ll continue to dig up best intermediate-term ideas in an elevated market where market breadth is absolutely terrible (aka: many landmines) outside of U.S. tech.
-Larry