Cloudera: Too Many Questions

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In my previous article on Cloudera (CLDR), I argued that investors should not get involved with the name. With the benefit of hindsight (always a plus in investing), we can see that the stock has rallied more than 50%.

Notwithstanding the ongoing short squeeze, I firmly contend that investors are not paying sufficient attention to the impact of Cloudera’s acquisition of Hortonworks and that this acquisition is providing to Cloudera’s top-line growth.

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