I guess it paid off holding onto $VMW for a while. A nice “return of capital” dividend in q4 2021, and now an acknowledgement of value by the market ($AVGO ) as networking companies try to beef up their offering.

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With lower valuations and an outlook for a slower economy, I wonder which areas will be ripe for takeovers… I listened to a podcast this morning that put companies that burn FCF but have high customer retention(eg $WIX ; no position) ripe for takeover at 60-80% off their highs….thought? comment ⬇️