Taking advantage of AVGO pullback after their earning call (analyst expect higher guidance). One of the forefront of AI theme along with NVDA and AMD. At current price of $362, it's 44% discounted from it's fair value of $650. It has wide and stable moat, and with 5 star Morningstar Rating.Its a steal, even more I'm collecting premium while waiting at my target price.
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 5.55 1Lot(s) | +23.43% Holding |
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- keke006·09-10That 650 fair value is the part I want to see broken down lol. Did Morningstar bake in the AI capex cycle, or is the moat doing most of the lifting hereLikeReport