Marshall Hargrave is the managing partner of Bridgewater Investments LLC, a boutique equity research company. Bridgewater provides specialized research for deep value securities and certain special situations. Marshall brings a unique perspective, with background as a tech startup CEO and as a financial advisor with Northwestern Mutual Financial Network. He has also helped co-found several startups in the finance space. Marshall graduated from Appalachian State University with a degree in finance and holds a Series 65 license. When he’s not reading annual reports and researching deep value stocks, he enjoys advising entrepreneurs and being active in the startup community.

Analyst Articles

Following the institutional investors can be a useful strategy for retail investors. Institutional investors are so big, they move the market. This is a form of “bottom feeding” investing, where retail investors can lurk in the shadows of “whales” (institutional investors) and get fat on the leftovers. The same principle… Read More

When short sellers start circling the wagons, they can drive a stock down and keep it down for quite some time.  That goes even for a company that has no debt — and has been consistently increasing shareholders’ equity.  One such company also has high margins and generates impressively high… Read More