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Baker Hughes

BKR pitch long 2nd ($30k) Cameron Degan, Karl Eshwer, Greer Lafontant
Columbia Business School · Pershing Square Challenge

No thesis text was extracted for this pitch.

Did it work?

inconclusive confidence: low

No thesis content was provided, so there are no stated catalysts, targets, or horizon to evaluate against. The price performance since the pitch is essentially flat (-0.1%) over just 2 months, which is well within normal noise for a long position and neither confirms nor breaks anything. Without a thesis or meaningful price movement, no judgement can be made.