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Campaigns / Carl Icahn → Dell Technologies (Class V / DVMT tracking stock)
Carl Icahn vs. Dell Technologies (Class V / DVMT tracking stock)

Dell Technologies (Class V / DVMT tracking stock) · DVMT

1 deck published between 2018-11-15 and 2018-11-15 — 20 pages, 20 analysed slides total. Outcome: partial win.

proxy fight

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2018-11-15 proxy fight

    2018 11 DVMT VMW

    20pp · full_deck

    Dell's $109 buyout of the DVMT tracker is really $90 — a 42% discount engineered to transfer $11bn from public holders to Michael Dell and Silver Lake. Vote no.