InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,218.43
(
-0.08%
)
US TECH 100
17,731.20
(
0.28%
)
Dow Jones
39,494.43
(
-0.05%
)
Brent Oil
82.92
(
0.65%
)
Bitcoin
62,963.79
(
2.47%
)
Post# of 29313
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 829
Posts 119622
Boards Moderated 14
Alias Born 09/05/2002

DewDiligence

Member Level

Re: semi_infinite post# 14851

Thursday, 05/25/2017 11:24:45 AM

Thursday, May 25, 2017 11:24:45 AM

Post# of 29313
CLB—The biggest problem with Einhorn's thesis is that he pigeonholes all companies as strictly secular-growth or cyclical and then argues that CLB is the latter rather than the former (and hence should have a lower valuation).

In reality, of course, CLB's business has both cyclical and secular-growth aspects.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up