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Technology Stocks : Dell Technologies Inc.

DELL 163.52

-0.8%

3:59 PM EDT

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From: Harshu Vyas	1/5/2024 10:30:19 AM
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Anyone still on this thread? My first position of 2024 is buying Dell. A company I've been thinking about for a few months. May seem expensive at 20x (ltm) earnings but I'm looking at it from a free cash flow perspective and considering Michael Dell into my equation. There's no principal-agent concern here. And they're investing for growth via their ISG business segment. One of the rare GARP companies I've come across. Looking forward to hearing from you all! Best, Harsh Vyas

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