Ep. 302: AVGO Agreed To Acquire A CyberSecurity Laggard in SYMC

Published: Aug. 8, 2019, 10:02 p.m.

b"We are not fans of AVGO's M&A strategy. Here in episode 302 we follow-up on episode 301 and explain why it will essentially be impossible for AVGO to grow SYMC's Enterprise business so long as it runs EBITDA margins hot at around 50%."