Sum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn.<br />Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.<br />Learn more about your ad choices. Visit megaphone.fm/adchoices

Sum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn.Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.Learn more about your ad choices. Visit megaphone.fm/adchoices

Sum of the parts stories. Legacy PC makers. Investing with Michael Dell. Those are three things that, over the past decade, have caused investors heartburn.<br>Thomas Lott published a top idea last week that comes out tomorrow on Dell which combines each of those elements. The combination of the legacy Dell business, its acquired EMC business, and the 80.6% stake in VMWare makes for a compelling value, he argues. And yet, he's not the first to make that argument, and DELL has languished meanwhile.<br>Learn more about your ad choices. Visit megaphone.fm/adchoices

Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott

On Behind The Idea, Seeking Alpha editors Mike Taylor and Daniel Shvartsman take a closer look at an investment idea published on Seeking Alpha to see what makes for compelling investing analysis. We look at what’s happening with the underlying company, what the author’s case is, how well s/he made that case, and what we can learn from this investment story. We also bring on the authors, top investors, and industry analysts or experts to explore the case further. We hope the breakdowns and discussions are is both timely and evergreen, educational and entertaining for investors.

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Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott

Behind The Idea #81: Dell's Crown Jewel, With Thomas Lott

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