The Minutes of Bill Gurley on dell https://minutesof.com/bill-gurley/on/dell/ Everything Bill Gurley has said on dell: 7 verbatim quotes between January 2023 and March 2026, each with a timestamp and a link to the recording it came… en Sun, 30 Aug 2026 16:22:01 +0000 Gurley found Dell trading at six times earnings after laptop fire and option hedging problems. https://minutesof.com/q/3e460770-4958-4a5f-8d92-fd49cdb4a8b4/ https://minutesof.com/q/3e460770-4958-4a5f-8d92-fd49cdb4a8b4/ “It was trading at six times earnings. Their laptop had caught on fire, and they had this option hedging strategy gone awry Uh-huh.” — Bill Gurley Fri, 06 Mar 2026 02:57:59 +0000 dell Gurley's ROIC analysis showed Dell had a 10 to 1 advantage over Compaq in inventory and cash flow. https://minutesof.com/q/82a99cbf-a6fd-445b-b414-bc73855ef672/ https://minutesof.com/q/82a99cbf-a6fd-445b-b414-bc73855ef672/ “And they had like a 10 to one advantage over Compaq and the other companies because of how they work their inventory and their positive cash flow cycle.” — Bill Gurley Fri, 06 Mar 2026 02:57:59 +0000 dell Gurley says Michael Dell acknowledged that Gurley's ROIC analysis revealed insights Dell didn't know about the https://minutesof.com/q/84fbd138-a46d-4cb1-ada9-488239f7e92d/ https://minutesof.com/q/84fbd138-a46d-4cb1-ada9-488239f7e92d/ “Michael kindly tweeted about my book the other day and said he taught us some things we didn't know ourselves about our business.” — Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 dell Gurley spotted Dell trading at six times earnings after laptop fire and hedging problems, then went positive o https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ https://minutesof.com/q/b16043fc-d31a-4df3-90a2-aec40a9592da/ “It this the company was in trouble. It was trading at six times earnings. Their laptop had caught on fire, and they had this option hedging strategy gone awry” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 dell Gurley used return on invested capital analysis showing Dell had 10 to 1 advantage over Compaq. https://minutesof.com/q/bf1aff98-560e-4409-b654-777b23386233/ https://minutesof.com/q/bf1aff98-560e-4409-b654-777b23386233/ “we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 dell Gurley identified Dell's 10-to-1 advantage over Compaq using return on invested capital analysis. https://minutesof.com/q/269b9e7e-cdf5-4505-b7fa-0b3699be1e41/ https://minutesof.com/q/269b9e7e-cdf5-4505-b7fa-0b3699be1e41/ “we had done some analysis using this new tool called return on invested capital, and they had like a 10 to one advantage over Compact and the other companies because of how they worked their inventory and their positive cash flow cycle. And we went positive on it.” — Commonwealth Club World Affairs of California Mon, 02 Mar 2026 17:48:19 +0000 dell Gurley discovered Dell had 20-to-1 ROIC advantage versus competitors using return on invested capital framewor https://minutesof.com/q/19c858a7-a0ae-45ba-85d9-70a9ca6dba21/ https://minutesof.com/q/19c858a7-a0ae-45ba-85d9-70a9ca6dba21/ “It turned out just by happenstance that Dell stood out like a sore thumb with ridiculously high ROIC numbers versus the rest of the industry. Like, night and day, like, 20 to one.” — Tim Ferriss Thu, 26 Jan 2023 19:45:00 +0000 dell