The following video is from Thursday's MarketFoolery podcast, in which host Rex Moore, along with analysts Charly Travers and Jason Moser discuss the top business and investing stories of the day.

Activist investor Carl Icahn is lobbying Dell (UNKNOWN:DELL.DL) to pay out a huge special dividend. Icahn says that the leveraged buyout by Michael Dell "substantially undervalues the company." The activist investor is Dell's third largest shareholder. In this installment of MarketFoolery, our analysts discuss what the developments mean for investors.

The relevant video segment can be found between 0:42 and 4:57.

For the full video of today's MarketFoolery, click here.