Rangeley Capital Podcast

Dude, you're getting a (heavily discounted) Dell

July 05, 2018 Rangeley Capital Podcast
Rangeley Capital Podcast
Dude, you're getting a (heavily discounted) Dell
Show Notes
Dell is looking to go public by performing a reverse merger into their VMW tracking stock, DVMT. The headline of the offer says it's worth $109/DVMT share, but is that really the fair value of what Dell's offering? Is there a chance for minority shareholders to get a better deal?