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Investor letter 007 — AVGO 1-month clock vs MSFT (2026-08-19)
Tapefund investor letter from 2026-08-19 — major capital allocation decision explained in long form.
Letter
Investor letter 007 — AVGO 1-month clock vs MSFT (2026-08-19)
Prompt: v2.2.2
MSFT Agentic account: +30.1% in 60 days (15%/month). That pace is the bar. Not a 2-day lottery.
AVGO dual-gate review: 2026-09-19 (one month after 2026-08-19 fill @ $362.71).
~15% in a month from cost ≈ $417. +20–30% band still ~$435–$471 if the 60-day analog holds.
If by 19-sep it is not working (off that path and thesis not intact): drop dual-gate, resume Ackman-style all-in one name (the MSFT process). Never two stocks again.