Broadcom: Buy Borrow Die Audit

Описание: TIMESTAMPS
00:00 - The Buy Borrow Die Audit: Why the S&P 500 is just a "High Beta Savings Account."

01:00 - The "Private Equity" Model: Inside the VMware/CA Technologies acquisition engine.

02:00 - The Regulatory Hedge: Why Marvell’s existence actually protects Broadcom from the DOJ.

03:18 - The Margin Audit: How Broadcom achieves 40% Net Margins (Obliterating the M2 Money Supply).

04:03 - The "Zero Inventory" Genius: Why Broadcom (Co-Engineer) is a safer business model than Nvidia (Vendor).

06:03 - The "Ferrari for DoorDash" Problem: Why Hyperscalers are dumping Nvidia for Broadcom Inference.

08:38 - The Apple Failure: Proof that even $3 Trillion in R&D cannot break Broadcom's physics moat.

10:58 - The "Ruthless" Culture: Firing HR, Sales, and Marketing to hike prices 600%.

11:45 - Key Man Risk: What happens when Hock Tan (The Architect) retires?

13:01 - The TSMC Moat: Why a startup cannot replicate this monopoly (Volume is Power).

14:50 - The Valuation: The "Chris Hohn" Shareholder Return Method (22%+ CAGR).







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I am a Financial Researcher , Educator and Journalist.