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VMware

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 9, 2023 by Gregg Lemkau · said 5 times in 3 episodes since 2019 · across every show →

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brought up most by Gregg Lemkau (3), Scott Kupor (1), Ash Fontana (1)

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2023 3 mentions in 1 episode
2019 2 mentions in 2 episodes 1 per episode

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Everything said about VMware, oldest first

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)
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