Posted on 12/18/18
Dell IPO Can Act As A Catalyst For HPE's Rerating
Summary 2018 has been a disappointing year for hardware companies. Hewlett Packard Enterprise is cheaply valued. Dell Technologies’ IPO can act both as a catalyst (to . . .
Posted on 12/18/18
Dell IPO Can Act As A Catalyst For HPE's Rerating
Summary2018 has been a disappointing year for hardware companies.Hewlett Packard Enterprise is cheaply valued.Dell Technologies’ IPO can act both as a catalyst (to unlock the value) . . .
Posted on 7/17/18
The Dell-Discount
SummaryMichael Dell isn’t really shareholder-friendly.This leads to what we call the Dell-discount.DVMT-shareholders have to take this Dell-discount into account in order to determine the best way . . .
Dallas
