pepifoto Thesis I am bullish on Broadcom (NASDAQ:AVGO):  Growth is healthy, both organically and inorganically Mix shift makes a case for margin expansion and transition to negative working capital Valuation is attractive vs peers Technicals point bullish Apple and customer concentration is a key risk monitorable   Growth is healthy, both organically and inorganically Broadcom made a major acquisition last year by buying cloud computing company VMWare last year for $69 billion. In these kinds of scenari ...