Broadcom Stock: Expecting Strong Earnings But Remain On Hold (NASDAQ:AVGO)

In June of this year, I downgraded Broadcom ( AVGO ) from a buy to a hold recommendation. With the benefit of hindsight, I would say that call was probably the worst I've made in 2025 in termsProfessional equity portfolio manager for a boutique buy-side asset manager.My focus is on finding high-quality companies, applying a disciplined approach to valuation and identifying underappreciated opportunities. My goal is to identify opportunities in cash-rich companies with strong balance sheets and shareholder f ...