Avago

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 6, 2026 by Thomas Laffont · across every show →

Everything said about Avago, oldest first

Mar 6, 2026 bullish
Assertion Partly supported
Laffont: Broadcom grows at 40% while trading cheaper than SaaS companies
“Avago, as an example, is growing almost 40%, right, Avago Broadcom, and it's trading at a cheaper multiple of gap earnings.”
Thomas Laffont Mar 6, 2026 ▶ 12:12 Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7 · Sourcery with Molly O'Shea
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