u/EZWINEZLIFE

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.7%-2.7%
3d1100%-2.5%-2.5%
1w1100%-0.8%-0.8%
1m1100%-3.1%-3.1%
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$AVGOr/ValueInvestingDiscussionbullish
u/EZWINEZLIFE · 51d agono track record yet

Broadcom earnings now vs last year

Broadcom's stock is undervalued relative to fundamental performance. The company delivered nearly 100% revenue growth year-over-year (from $15.95B to $29.59B) with positive guidance, yet trades at the same price as a year ago. The author views this as irrational and suggests the market has mispriced the company's earnings trajectory.

At post $366.57Now $321.68-12.3% since postedas of Oct 23, 4:45 PM ET
1d-2.7%
3d-2.5%
1w-0.8%
1m-3.1%
3m—
6m—
1y—
original post →

End of results.