The following video is part of our "Motley Fool Conversations" series, in which consumer-goods editor and analyst Austin Smith and industrials editor/analyst Brendan Byrnes discuss topics around the investing world.

In today's edition, Austin and Brendan talk about the monster drop that Herbalife recently experienced. Investors can be forgiven if they were shocked to see such a drop, because Herbalife actually had a great quarter. So what was the big bad news that sent shares spiraling? David Einhorn popped up on a conference call to pepper management with questions. Frankly, they seemed innocent enough, but if there was one question of suspect, it'd be the one about why management omitted certain vendor categorizations from its filings recently. Brendan and Austin talk about whether this makes sense, and the overreaction that an appearance like this has on related and unrelated tickers.

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Austin Smith and Brendan Byrnes have no positions in the stocks mentioned above. The Motley Fool owns shares of SodaStream. Motley Fool newsletter services recommend Green Mountain Coffee Roasters and SodaStream. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.