Yesterday, I took a position in my own account which I will share with you.  I took a long in DVMT and an equal amount short in VMW.  To give you some background, in 2015 Dell acquired EMC Corp which had an 81% position in VMware (VMW).  To help pay for the acquisition they created a tracking stock (a spin-off would have resulted in a large amount of tax because of EMC's low … [Read more...]