The Rising Influence of Rising Affluence

[semi_infinite]

There are a couple more sections to the summary that were not copied from the source website and they are important to his short thesis. Einhorn has a lack of understanding of CLB service line details and why those services are used. Although the general statement that clb revenues has to be tied to capital cycles is correct. Everything else, I discount. Maybe it is still a good short but it won't be for the reasons he listed.