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there is a strong irony here

as you imply, if AVGO had paid 10b for some company with 300m in sales but lots of potential, maybe nobody would have cared, but they did the thing you can't do in this market - they bot a company with static sales growth (to hell with profits)

Perception is Everything

“In the short run, the market is a voting machine, but in the long run, it is a weighing machine”
not true in certain areas - Amazon gave license to void this principal...cause everybody and his brother can claim they are 'investing for the long term' even if they just suck
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