Splunk finished the day down only 2.15%, but a presentation at the Value Investors Congress that pitched the company as a short candidate laid the company low early in the day. Splunk is a richly priced company, but it's also a disruptor in the booming Big Data market. In the preceding video, senior technology analyst Eric Bleeker looks at whether investors are right to short Splunk. 

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.