◆ Contrarian Corpus
Campaigns / Greenlight Capital → Core Laboratories
Greenlight Capital vs. Core Laboratories

Core Laboratories · CLB

1 deck published between 2017-05-08 and 2017-05-08 — 63 pages, 63 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2017-05-08 initial thesis

    2017 05 Greenlight Core Lab Presentation May 2017

    63pp · conference_presentation

    Core Lab trades at 35x 2018e P/E — double its oilfield-service peers — on a false secular-growth narrative; mid-cycle earnings imply $62 fair value and ~45% downside.