Marshall HargraveBreaking Up Berkshire Is InevitableYou don’t know how much it pains me to write that title.Mar 9, 2015Mar 9, 2015
Marshall HargraveThe Corporate Governance Argument At SpinoffsThis will be somewhat controversial, but a conversation needs to be started about whether newly spunoff companies truly deserve a chance on…Feb 18, 2015Feb 18, 2015
Marshall HargraveAssessing The Shake Shack HypeIn a column on the day of the Shake Shack (NYSE: SHAK) IPO, it was interesting to look at the stark differences between SHAK and the rest…Feb 12, 2015Feb 12, 2015
Marshall Hargrave2015 Trend To Watch: Activist Versus ActivistThe battle of activist investor versus activist investor battle isn’t necessarily what you’d expect. Activists do go head-to-head over what…Feb 12, 2015Feb 12, 2015
Marshall HargraveAn Activist Investing PrimerThere’s no shortage of investing strategies out there today, from investing in the Dogs of the Dow to buying water rights in the Western U…Feb 4, 2015Feb 4, 2015
Marshall HargraveUsing Earnings Overreactions As A StrategyWith a recent column, I looked at using earnings overreactions as an investing strategy.Feb 3, 2015Feb 3, 2015
Marshall HargraveIndia Is The New FrontierPer a recent column, it’s all about India. With Modi in control of the world’s (soon to be) most…Feb 2, 2015Feb 2, 2015
Marshall HargraveUPS ($UPS): The Real Winner In Freight, Not FedEx ($FDX)In a recent column about the freight industry and the benefits of low oil prices. The issue is that…Jan 30, 2015Jan 30, 2015
Marshall HargraveBP ($BP): The Best Oil-Related Investment TodayLast year, Buffett’s Berkshire Hathaway ($BRK.B) bought up 40 million shares of ExxonMobil ($XOM). This put the oil company as Buffett’s…Jan 29, 2015Jan 29, 2015
Marshall HargraveDigging Through The Yahoo ($YHOO) RubbleIn a recent column I found it interesting that the market really doesn’t care about the deep value Yahoo trades at on a SOTPs basis.Jan 28, 2015Jan 28, 2015