$6 Billion Worth of Tea
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 24 June 2020
⏱️ 20 minutes
🧾️ Download transcript
Summary
Dell Technologies considers spinning off its huge stake in VMware. Simon Property Group and Brookfield Property Partners weigh a joint acquisition of J C Penney. Consumer goods giant Unilever looks to sell its tea brands (including Lipton) as a host of private equity firms show their interest. Jason Moser analyzes those stories and reveals his beverage consumption routine.
Transcript
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| 0:00.0 | It's Wednesday, June 24th. |
| 0:04.0 | Welcome to Market Foolery. |
| 0:05.0 | I'm Chris Hill. |
| 0:06.0 | With me today, Mr. Jason Moser, good to see you. |
| 0:09.0 | Good to see you. |
| 0:10.0 | How's everything going? |
| 0:11.0 | It's going, all right. |
| 0:12.0 | We've got some retail news today we've got |
| 0:14.3 | consumer goods we're gonna start with Dell technologies which every time I see news |
| 0:21.4 | around Dell I'm reminded, that's right, the hot, literally the best performing stock of the 1990s, |
| 0:28.0 | then went away into the private market and is now back as a public company. |
| 0:33.4 | Dell shares rising because it is looking into a spin-off |
| 0:38.4 | of the very large stake that Dell currently has |
| 0:41.2 | in software company, VMware. I believe the steak that Dell has |
| 0:46.0 | is somewhere north of 80 percent. Both stocks are up on this report in the Wall Street Journal. |
| 0:55.1 | Jason, what should investors be either watching for or rooting for in this case? I can't tell if you know because there are a couple different |
| 1:06.0 | angles to this you know one report says Dell was looking into essentially |
| 1:10.6 | acquiring the rest of VMware that it doesn't own. |
| 1:15.0 | Now we get this report that it's looking to just spin it off altogether, which would obviously |
| 1:19.2 | be tens of billions of dollars potentially in terms of a windfall for Dell what should we be watching? |
| 1:25.2 | Well I mean I think we can agree that dude you're getting a Dell works way better than dude you're getting a VMware |
| 1:32.0 | so you know that may be the the strongest |
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