Скачать или смотреть Wall Street Called Broadcom "Dead." I Made 1,000%.

Everyone was chasing NVIDIA in 2023. I was holding the "dead" stock that quietly paid me 10% cash yields and returned 1,000%. Here is the math Wall Street missed. 👇

In 2020, analysts called Broadcom (AVGO) a "confused dinosaur." They saw a mess of acquisitions. I saw a "Public LBO"—a ruthless private equity machine disguised as a public company.

In this case study, I’m opening my portfolio to show you exactly how I spotted an AI giant priced for failure, and why I believe Broadcom is now the ultimate "Pick and Shovel" play for the AI Chip War.

TIMESTAMPS:
00:00 The 1,000% Trade 00:54 The 2020 Market Crash 01:35 The "Frankenstein" Narrative 02:55 The Private Equity Playbook 03:49 The Math: Free Cash Flow Yield 05:08 The Price of Admission (Volatility) 06:11 The "Air Pocket" Risk 07:00 The 10X Realization (AI Boom) 07:53 The Anti-Nvidia Hedge 08:41 The VMware Moat 09:46 Conclusion

WHAT YOU WILL LEARN: 🧠 The "Public LBO" Framework: How to identify Private Equity mechanics (cost-cutting, pricing power) in public stocks. 📉 Volatility vs. Risk: Why a 40% drawdown is just the "toll booth" you pay for generational wealth. 🚀 Yield on Cost: Why my yield isn't 0.75%—it's actually over 10% on invested capital. ❌ The "Unindexed" Mindset: How to stop outsourcing your thinking to the index. 🤝 The AI "Floor": Why software cash flow makes Broadcom a safer bet than pure hardware plays.

ABOUT ME: I'm Alvin Yam, a Certified Financial Planner (CFP®) and Registered Investment Advisor. I built Paraiba Wealth for high-achievers who are tired of "average" returns and want to build wealth through asymmetric risk and deep conviction.

Resources & Analysis: Check out the blog: https://paraibawealth.com/blog/

Connect:
📩 [email protected]
LinkedIn: linkedin.com/in/alvinyam/
Unindexed on X: @YYRisen

DISCLAIMER: The content on this channel is for educational and informational purposes only and should not be viewed as professional financial advice. Past performance is not indicative of future results. Consult with a licensed and fiduciary financial advisor before making any investment decisions.