- The shares of Cloudera have been stuck in a rut for quite some time, and the initial negative effects of the merger with Hortonworks have compounded this.
- This is because, in the short-run, negative effects outweigh the positive ones, but as these effects are one-offs, this will change.
- We think the shares are really too cheap here.
Source: Cloudera Is Dirt Cheap – Cloudera, Inc. (NYSE:CLDR) | Seeking Alpha