AfraSimon
09-03

$Broadcom(AVGO)$ I view Broadcom as a Diversified Technology Company much like $Microsoft(MSFT)$ . Microsoft built it's capabilities by acquiring other businesses.

They were smart enough to host innovation competitions and keep a keen eye on other companies bringing new capabilities to the marketplace. In that manner, Microsoft works like an aggregator that can acquire, curate and scale technology like few other companies. In hindsight, I would have held my MSFT.

Now deep into AVGO, that hindsight will keep me focused forward and not sweating "trend" volatility. I see in Broadcom a business that will achieve 10-11x current market cap in my remaining lifetime. Visit the Microsoft story and performance over the last 25 years.

My only concern is how leadership succession and continuity will look moving forward. Mr. Tan has done amazing work.

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