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

Walgreens Boots Alliance (WBA) operates at the intersection of health care and retail. While it appears safer than many retailers, its performance has been familiarly poor. We look at the work of Trapping Value, who has been following the company for nearly two years with a focus on the bullish opportunity. We look at the changing thesis, the reimbursement pressures Walgreens faces, the pressures it's had holding on in face of a changing climate, and whether a low multiple makes up for that.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Cars.com (CARS) drew a surprising deal of interest from the Seeking Alpha community, which made it clear that we hadn't dug deeply enough. So we're revisiting it with one of the commenters on that article, CBanks40, a.k.a Cliff Banks. President and founder of the Banks Report, an online report focused on the auto retail industry, he has a lot of experience following CARS and had a lot to say on the company.
Learn more about your ad choices. Visit megaphone.fm/adchoices

This episode of Behind the Idea continues the interview I conducted with Akram's Razor, author of The Razor's Edge and longtime tech investor and Seeking Alpha author. We have the show notes below, and you can check out part one for background. Part one drilled in more to the PagerDuty (PD) short thesis, including why Atlassian (TEAM) has put a target on its smaller competitor, and what the limits are to PagerDuty's model and strategy.




Learn more about your ad choices. Visit megaphone.fm/adchoices

We speak with longtime Seeking Alpha author and tech investor Akram's Razor about the software as a service (SAAS) sector and how it is changing with everybody already a believer in the cloud and subscription models. We focus on PagerDuty and the newly public company's tough competitive landscape, and why Atlassian may be twisting the screws on it.


Learn more about your ad choices. Visit megaphone.fm/adchoices

On this sneak peek episode of Let’s Talk ETFs, Seeking Alpha’s newest podcast dedicated to the burgeoning ETF space, host Jonathan Liss is joined by ExponentialsETFs CEO Phil Bak, to discuss Phil’s ‘aha’ ETF moment, after which he was hooked on ETFs for good. Tune in every Wednesday starting July 10 for full-length episodes of Let’s Talk ETFs. Subscribe now to make sure you don’t miss a single episode
Learn more about your ad choices. Visit megaphone.fm/adchoices

We've seen as big a rush of IPOs as there has been in some time. CrowdStrike appears to be one of the more impressive ones, though it's also fully valued. The company claims to have a better model for cybersecurity, involving more of an end-to-end service that is adapted to the cloud.
We try to understand whether the company's moat is knowable for a non-tech expert, and how we might inform ourselves of that as general investors.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Let’s Talk ETFs is Seeking Alpha’s newest podcast. Each week, a different guest and host Jonathan Liss will take an in-depth look at a particular aspect of the rapidly evolving Exchange-Traded Fund space with a focus on how investors can best utilize ETFs to reach their investing goals. In addition, Let’s Talk ETFs will catch you up on all the most important ETF news including new fund launches and closures, top performers, and other notable ETF investing news from the previous week
Learn more about your ad choices. Visit megaphone.fm/adchoices

We break down a short idea from Seeking Alpha contributor BOOX Research on this week's Behind the Idea. The stock? Cars.com (CARS), a legacy media company spun off and trying to make it in a competitive web-driven world. The multiple is low, but is it low enough?
Learn more about your ad choices. Visit megaphone.fm/adchoices

We return to discussing 3M Company (3M) with Michael Boyd, Seeking Alpha author and owner of Industrial Insights on the Seeking Alpha Marketplace. He was bearish about the company as of April, so we wanted to get his take on what led the company to this point, how they could change his mind, and what he is watching for going forward.
Learn more about your ad choices. Visit megaphone.fm/adchoices