THe market has been on Sale the past few days. With the recent weakness in the semiconductor and software industry with names like $NVDA and $AVGO around on strong earnings reports and falling price
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FOUNDER
AVGO vs Market Valuation:
🟢 AVGO 10-Year Forward P/E Ratio: 24.5x
⚪ NASDAQ100 10-Year Forward P/E Ratio: 24.2x
🔵 S&P500 10-Year Forward P/E Ratio: 21.2x
🟢 AVGO 10-Year Forward P/E Ratio: 24.5x
⚪ NASDAQ100 10-Year Forward P/E Ratio: 24.2x
🔵 S&P500 10-Year Forward P/E Ratio: 21.2x
Novice
FOUNDER
AVGO GBM Simulation
Short term (1-3 months):
→ Randomness wins
→ Could go anywhere
→ Need macro conviction to hold
Long term (1+ year):
→ μ = 34% drift slowly wins
→ Upside ($466) >> Downside ($77)
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Short term (1-3 months):
→ Randomness wins
→ Could go anywhere
→ Need macro conviction to hold
Long term (1+ year):
→ μ = 34% drift slowly wins
→ Upside ($466) >> Downside ($77)
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