Blog: I’ve been thinking…

Dell due diligence and virtual data rooms

I’ve been thinking… Dell’s Special Committee has its investment advisor, Evercore Partners, combing the market for rival bidders for Dell…not an easy assignment since CEO Michael Dell is part of buyout group that Evercore is trying to supplant.  So far, […]

Dell buyout

Dell buyout

I’ve been thinking… Why is there such radio silence on the status of the proposed buyout of Dell?  Also, if the investment adage that “in price there is knowledge” is true, then what can be learned from Dell’s current share […]