Continental Resources has been one of the best performing E&P stocks in recent months. Since June 2017 its share price is up 67%, smashing the peer group average increase of 33%. The market has been enthused by the company's impressive momentum at the asset level. Recent wells in the Bakken, SCOOP and STACK are significantly outperforming legacy type curves. The company's pledge for cash flow positive, multi-year 15% to 20% production growth has added fuel to the fire. But can the company deliver upon its ambitious vision? In short, we think it will be challenging.