Updates - Fortinet 2Q22 - Early Signs Of Macro Headwinds But Long-Term Sound
No Great News = Bad News
The headline for FTNT does not look great. Fortinet falls 16% as outlook drags down security stocks (NASDAQ:FTNT) Posting a no surprise ER, in a time when investors are in the risk-off mode, triggered a selloff in the shares of more than 16%
AVGO + VMW - Value In The Rough - Part 1
What was a surprise to many observers, in May-22, AVGO made a bid for VMW for $61bn - 50% in stock and 50% cash raised via new debts. We'll start by analyzing the rationales behind this bold acquisition and then cover AVGO in more depth in Part 2.