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Investor Guide To DevOps Landscape (Pt.2)
Summary
* In this Investor Guide we review GitLab and 10 of its DevOps platform rivals. We've developed an evaluation framework to score each vendor across a variety of aspects.
* We also present a number of metrics related to open-source community engagement, which is a key component for each vendor's future success in the DevOps platform market.
* Across the 11 public and private names, we discuss strengths and weaknesses, along with valuation considerations.
* In Part 1 we discussed GitL
GitLab - Huge Potential Value Generator - Part 2
AVGO + VMW - Value In The Rough - Part 4
AVGO Future & Competition
As we've outlined earlier, AVGO has a successful track record of finding valuable acquisition targets and growing shareholder value. This is supercharged by a favourable capital structure akin to BRK or PEs with permanent capital.
To conduct the valuation analysis we need to have