Behind The Idea

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