GE Vernova is mentioned as a comparable company whose stock has significantly outperformed Baker Hughes, suggesting BKR may have similar upside potential.
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Pershing Square Challenge 2026 runner-ups on Baker Hughes $BKR
May 25, 2026
The Yet Another Value Podcast features the team that placed second in the Pershing Square Challenge, focusing on their Baker Hughes pitch. The host highlights the team's exceptional diligence, including over 30 expert calls and expo visits, comparing it to private equity levels of research. The discussion also touches upon Baker Hughes' past investment in C3.ai and the team's interviews with former executives.
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The team's research into Baker Hughes involved investigating its past investment in C3.ai, including speaking with the former CFO of C3.ai.
The podcast features a team that presented a stock pitch on Baker Hughes for the Pershing Square Challenge, highlighting their extensive research process.
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