Dell Technologies

also referred to as: dell · dell computer

4 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Nov 2, 2020 by Mike Trigg · said 21 times in 13 episodes since 2018 · across every show →

Mentions by year

brought up most by Gregg Lemkau (8), Todd Simkin (2), Ted Seides (2), Chris Dixon (2), Savneet Singh (1), Paul Black (1), Mitchell Green (1), Mike Vieth (1)

tap a year for its mentions
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02320182019202020212022202320242025episodes it came up in
002.51.55320182019202020212022202320242025episodesmentions per episode
2025 3 mentions in 3 episodes 1 per episode
2024 3 mentions in 2 episodes 2 per episode
2023 9 mentions in 2 episodes 5 per episode
2022 1 mention in 1 episode
2021 3 mentions in 3 episodes 1 per episode
2020 1 mention in 1 episode
2018 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Dell Technologies, oldest first

Nov 2, 2020 negative
What-if
Trigg: Buying Dell and Yahoo over Apple and Google damaged WCM
“We were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google. I mean, those three trades alone would have had, had they been done differently, would have had dramatically different results for that domestic product.”
Mike Trigg Nov 2, 2020 ▶ 20:15 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Jan 9, 2023 neutral
Assertion Supported
Michael Dell holds massive concentrated public equity exposure to Dell and VMware
“So he's got huge exposure to two big single stock positions. It was one with Dell. They then spun off VMware, which has announced it's merging with Broadcom, but really big public market exposure there.”
Gregg Lemkau Jan 9, 2023 ▶ 37:31 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
Jan 25, 2024 positive
Assertion Partly supported
Vieth: Overhaul tracks high-value cargo for Apple, Dell, and Pfizer
“Their customers are, I think, high-value goods. So Apple, Dell, Microsoft, Pfizer, Bristol-Myers, some cold storage, where they're Tracking and monitoring the environment of this high value cargo from beginning point to end point.”
Mike Vieth Jan 25, 2024 ▶ 34:04 Chad Summe and Mike Veith – Corridor of Commerce at eGateway Capital (EP.364)
Aug 5, 2024
Assertion Supported
Simkin: Dell options sparked the multiple listing boom
“So there was a case of Dell computer was the first one that Chicago wanted to list options on Dell.”
Todd Simkin Aug 5, 2024 ▶ 13:28 Todd Simkin - Game of Trading at Susquehanna (EP.399)
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