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Daan Rijnberk's avatar

Wall Street can be ridiculous sometimes. Dell was left for dead at $40 per share with no analyst even looking at it, despite Dell already talking for years about its server hardware segment. Fast forward 2 years and Wall Street hands out buy ratings like candy with shares at all-time highs... damn.

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MarketLab's avatar

Haha totally.

Still, I haven’t talked about Dell once this this newsletter other than mention Michael Dell’s feud with Icahn - which is a funny one.

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Daan Rijnberk's avatar

Haha, yeah, in the end, most of us don't spot these opportunities. However, for some reason, I would expect more from Wall Street analysts.

The only reason I feel entitled to complain this time out is that I posted a buy article on SA back in 2022 on Dell. The total return has been 300% since, which is insane.

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MarketLab's avatar

Great call man! Ya, I spend too much time making memes too catch all the big moves. lol

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