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DELL - Dell's Crown Jewel With Thomas Lott (Podcast Transcript)
Dell Technologies Inc. Class C
Editors' Note: This is a transcript of our podcast last week with SA author Thomas Lott about the sum of the parts thesis for DELL (DELL). We hope you enjoy the transcript.
Introduction
Daniel Shvartsman: This week on Behind the Idea, I speak with Seeking Alpha author, Thomas Lott, about an idea of his which comes out tomorrow on Seeking Alpha. The idea is a long Dell thesis. Dell is a name that comes with a reputation for a shareholder unfriendly behavior. But Thomas explains why this time might be different with the