BKR
Baker Hughes
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 4
- Long / short
- 4 / 0
- Avg. return
- +32.0%
- Verdicts
- Worked 1 Inconclusive 3
pitch
Pershing Square Challenge
Columbia Business School · 2nd ($30k)
Cameron Degan, Karl Eshwer, Greer Lafontant
long
-0.1%
inconclusive
Curated
pitch
Spring 2026
long
+92.3%
worked
Newsletter
Baker Hughes is positioned to benefit from its installed base economics, which create a recurring, high-margin services stream that the market underappreciates. The company’s growth in Gas Technology
pitch
Spring 2026
Cameron Degan (‘27), Karl Eshwer (‘27), Greer Lafontant (‘27)
long
inconclusive
Newsletter
Baker Hughes is well-positioned in the energy sector, particularly with the increasing demand for oil and gas services. The company's innovative technologies and strong client relationships provide a
pitch
Spring 2026
unknown
long
+3.9%
inconclusive
Newsletter
Baker Hughes is transitioning from a cyclical oilfield services company to a higher-quality energy infrastructure and services platform. The market is undervaluing its durable infrastructure demand dr