Takeaways from the September 2019 Dell Technologies Investor Meeting
![](https://thecuberesearch.com/wp-content/uploads/theCUBE-Insights-Dell-Tech-Financial-Meeting-9-2019-1-1024x576.jpg)
Dell Technologies hosted its investor day for financial analysts last week. We were able to attend and got a better understanding of Dell’s vision, strategic direction, and planned actions to address its liquidity/conglomerate discount. Specifically, investors penalize Dell’s stock price for three primary reasons: 1) its high debt load; 2) Dell’s conglomerate ownership structure and […]