Simple Investing
@simpleinvest01.bsky.social
Buy-side Portfolio Manager | Long term, fundamental, bottom up investing | Weekly deep dive articles & The Barbell Portfolio in Outperforming the Market
https://outperformingthemarket.substack.com/
https://outperformingthemarket.substack.com/
I have just published a free article on Broadcom $AVGO, looking at its upside for 2025.
open.substack.com/pub/outperfo...
open.substack.com/pub/outperfo...
Broadcom: Where will the upside come from in 2025
VMware synergies, very strong AI semiconductor growth from networking and custom ASIC, non-AI bottom reiterated
open.substack.com
January 16, 2025 at 1:25 AM
I have just published a free article on Broadcom $AVGO, looking at its upside for 2025.
open.substack.com/pub/outperfo...
open.substack.com/pub/outperfo...
Hi everyone!
I’m new to Bluesky.
I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.
I started Outperforming the Market (Link in bio) to help investors gain insights from the institutional investing world to make investing simple for everyone.
Simple Investing.
I’m new to Bluesky.
I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.
I started Outperforming the Market (Link in bio) to help investors gain insights from the institutional investing world to make investing simple for everyone.
Simple Investing.
January 16, 2025 at 1:22 AM
Hi everyone!
I’m new to Bluesky.
I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.
I started Outperforming the Market (Link in bio) to help investors gain insights from the institutional investing world to make investing simple for everyone.
Simple Investing.
I’m new to Bluesky.
I am a full-time portfolio manager managing a >$1 billion AUM long-only equity fund.
I started Outperforming the Market (Link in bio) to help investors gain insights from the institutional investing world to make investing simple for everyone.
Simple Investing.