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Dell Technologies: The Ultimate Private Equity Playbook - $DELL


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From a Texas dorm room startup to one of the most ambitious leveraged buyouts in tech history, Michael Dell's journey is a thrilling saga of bold vision, fierce battles, and masterful financial engineering that reshaped an industry. After revolutionizing PC sales with a direct-to-consumer model, Dell faced near-collapse amid shifting technology tides, only to stage an extraordinary comeback—taking the company private, orchestrating the colossal $67 billion EMC acquisition, and building a sprawling enterprise powerhouse uniquely positioned for today’s AI revolution.


Transcript https://empor.top/us/DELL


  • I. Introduction & Episode Roadmap
  • II. Origins: The Dorm Room Revolution (1984-1990)
  • III. The Rise: Becoming the PC King (1990s-2000)
  • IV. The Decline: Losing the Crown (2000s-2012)
  • V. Going Private: The Battle with Carl Icahn (2013)
  • VI. The Private Years: Transformation & EMC (2013-2016)
  • VII. Dell Technologies Era: Building the Federation (2016-2021)
  • VIII. The VMware Spin & Modern Dell (2021-Present)
  • IX. Playbook: The Financial Engineering Masterclass
  • X. Bear vs. Bull Case & Competitive Analysis
  • XI. Epilogue: Lessons & Legacy
...more
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