Broadcom: Buy Borrow Die Audit скачать в хорошем качестве

Broadcom: Buy Borrow Die Audit

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). This content is for educational and informational purposes only. It is not intended as financial, tax, or investment advice. Always consult with a licensed financial professional or tax advisor before making decisions based on this information. I am a Financial Researcher , Educator and Journalist.