Dell stock appears undervalued, driven by ISG growth and supported by a solid margin of safety, despite challenges in the CSG segment.

We came across a bullish thesis on Dell Technologies Inc. (DELL) on Substack by Magnus Ofstad. In this article, we will ...

The rebranding of Dell PC products is intended to simplify things ... Each of these categories is targeting a different use case. The Dell category is targeting play, school, and work.

although Dell is arguably well-positioned to benefit from the upcoming AI-driven PC refresh cycle. Given this, I think it's reasonable to expect that the CSG business can deliver low-to-mid single ...