Thread regarding Qualcomm Inc. layoffs

The unbiased dollar knows the right answers

Let's break this down without emotion. Let's just look at the unbiased dollar. The dollar doesn't care who wins this battle..

If you are a Qualcomm stockholder AND you believe Broadcom has the best future vision for the company, why are you still holding Qualcomm stock? You are going to wait 18 months for $2 in value? The unbiased dollar is sitting there laughing at you. Sell now for $68 and buy AVGO directly. You want to win on Broadcom stealing Qualcomm at $70 - you can only do that as a AVGO stockholder today. You will not win by getting 1 AVGO share for every 25 Qualcomm shares 18 months from now.

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Post ID: @OP+RuLsl2F

18 replies (most recent on top)

getting an unbiased $2 for waiting 18 months is meaningless. booting the useless corrupt board is priceless.

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Post ID: @1wel+RuLsl2F

I've learned more in this thread than on the entire site.

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Post ID: @1puf+RuLsl2F

The unbiased dollar is not advocating selling Qualcomm shares at this price. The unbiased dollar is pointing out what voting blue at this time means. It means you agree with $70. A person can believe in AVGO and hold their vote for a higher offer before voting. The unbiased dollar considers that rational.

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Post ID: @1kup+RuLsl2F

While the unbiased dollar is not invested in NXPI, he/she would not tender shares at $110. That goes against all of the unbiased dollars principles. Remember, the unbiased dollar doesn't care what any stock price is or should be. The unbiased dollar only cares about what produces the best return.

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Post ID: @1rka+RuLsl2F

The unbiased dollar weeps for the people who don't understand what is being said here. The unbiased dollar doesn't care what the Qualcomm stock price is or should be. The unbiased dollar only cares about how to achieve the best return based on the information we know. Anyone holding Qualcomm stock at 67-68 while pumping vote blue to get $70 does not understand the time value of money. The unbiased dollar is sad for them.

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Post ID: @1gsy+RuLsl2F

Based Stickman vs Unbiased Dollarman...who wins?

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Post ID: @1rqm+RuLsl2F

The unbiased dollar says don’t trade a quarter for 24 cents. Great post OP. Also don’t tender your NXP shares for $110

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Post ID: @1toj+RuLsl2F

This post isn't about H1Bs or the company's policies. This is about the unbiased dollar, who doesn't care about such things. This is about a Qualcomm shareholder doing what is in their own best interest. If you believe $70 is a fair and right price, sell your shares now and toss the ballots. If you believe Broadcom will increase their bid because the company is worth more, hold your shares and your blue vote a bit longer. If you believe the current Qualcomm board will hit somewhere near their future target, then vote the white ballot today. It is that simple. Emotion is for the weak and just costs you money.

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Post ID: @chf+RuLsl2F

I don't give a damn if the company closes, is so corrupted that I agree to be sold!!

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Post ID: @spu+RuLsl2F

Sweet H1B derail.

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Post ID: @eaq+RuLsl2F

OP:

"The dollar doesn't care who wins this battle.."

so going by this logic, you propose continued use of H1B visa and loss of American jobs?

Because in the H1B case also, it benefits the company's underline, by reducing the costs - [at least on paper, that it is]

You are okay in losing your job to overseas replacements?

huh!

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Post ID: @kzs+RuLsl2F

Everyone - this is why Singapore wants your vote. They are counting on you to not do a financial analysis about what is really in your own best interest. They want you to vote emotion.

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Post ID: @olh+RuLsl2F

Let's keep this going because it seems many on here haven't thought this through.

Broadcom is offering $10 in stock as part of their bid. With them trading around $250, that is 1 Broadcom share for every 25 Qualcomm shares...

Now what happens when Broadcom steals Qualcomm for $70? Broadcom shares rise, rewarding Broadcom shareholders. Let's say it goes to $330. Your interests have now been diluted. When the deal closes, you will get 1 Broadcom share for ever 33 Qualcomm shares. See, you missed out all ALL the upside of the transaction. Broadcom shareholders realized a 30% appreciation. You still received $10 in value and lost some pennies to inflation.

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Post ID: @ppv+RuLsl2F

What QCOM should trade at doesn't matter one bit to the unbiased dollar. All that matters is what it is trading at (67-68) and what Broadcom is offering ($60+10). Why would anyone hold QCOM stock today with the hope of getting $70 in 18 months? That is madness.

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Post ID: @lgo+RuLsl2F

Agree QCOM stock is only $67 BECAUSE of the Broadcom offer. Take the gain next year and redeploy some funds in Broadcom.

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Post ID: @ile+RuLsl2F

You forget that QCOM is $55 without Broadcom. So it is not $2 but protection against a $13+ decline.

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Post ID: @smc+RuLsl2F

OP is completely right. The only reason you hold Qcom stock is you believe Broadcom is going to up bid before vote.

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Post ID: @ijs+RuLsl2F

We got ourselves an efficient market hypothesis guy over here

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Post ID: @cmf+RuLsl2F

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