Category Archives: Dell

Stock Focus: Dell

Dell Looks Undervalued With Significant Upside – Seeking Alpha

A few years ago, we initiated a broad transformation of the company to become an end-to-end technology solutions company… Since the beginning of Fiscal 2011, we have acquired more than ten companies whose offerings and intellectual property enhance our solutions business…

Greenlight Capital Q4 2011 Investor Letter – See Einhorn’s discussion of Dell on page 4 of letter

Why David Einhorn Owns Dell (DELL): Stock of the Week ~ market folly

Dell Reinvents Itself to Survive a Post-PC Universe (DELL)

The Phoenix Principle: Avoid Value Traps – Sell Dell and Hewlett Packard

Multimedia Commentary: Southeastern Asset Management, Inc. – See comments from Mason Hawkins under Southeastern Analysts’ Comments From Client Meeting – July 26, 2011

Whitney Tilson Agrees With Me, Dell Is Dirt Cheap – Seeking Alpha (September, 2011)

Gurufocus – DELL Stock Quote – Dell Inc Stock News, Research

Dell’s Q4 12 Earnings Presentation Slides