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Michael Eng

former Investment Banking Analyst at The Goldman Sachs Group, Inc.

Michael Eng is a former Investment Banking Analyst at Goldman Sachs, specializing in financial modeling and valuation analysis for corporate clients early in his career. After his tenure at Goldman Sachs from 2010 to 2012, he transitioned to private equity and hedge fund roles at firms including H.I.G. Capital, Moore Capital Management, Venetus Partners, and Samlyn Capital, before moving into corporate development leadership at JUUL Labs. He holds a Magna Cum Laude degree in Economics from Princeton University, reflecting strong academic credentials, though specific securities licenses or performance rankings are not publicly listed. Throughout his professional trajectory, Eng has demonstrated significant versatility across investment management, corporate strategy, and sector coverage involving investment management and residential construction.

Michael Eng's questions to Dell Technologies (DELL) leadership

Question · Q3 2026

Michael Eng followed up on commodity cost recovery, asking if Dell expects benefits from strategically purchased commodities and for how long, and if longer-term commercial contracts might inhibit pricing adjustments in response to rising costs.

Answer

COO Jeff Clarke stated that Dell honors existing contracts but emphasized that the current situation involves both commodity cost increases and scarcity. He detailed Dell's unique ability as a direct manufacturer to adjust pricing, reconfigure products, and redirect demand faster than competitors, leveraging lessons from COVID and tariffs to achieve better than normal recovery rates, amplified by part scarcity.

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