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Blue Whale adds Broadcom to top 10 on 'structural tailwinds'
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Broadcom's portfolio spans 26 semiconductor and software infrastructure franchises, which are each run autonomously. According to manager Stephen Yiu, the firm is «the communications and connectivity company» for semiconductors, with an estimated 99% of internet traffic crossing «at least one Broadcom chip». Within its software infrastructure business, the company works with its largest 600-700 customers to expand their use of its software, he explained, «resulting in a highly attractive margin profile». «The structural tailwinds behind the sector, combined with the pragmatic approach...
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