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Marshall Hargrave's  Instablog

Marshall Hargrave
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Former registered investment adviser rep and current entrepreneur. Now running an equity research company. Affinity for activist campaigns and targeted stocks. Check out our newsletter and activist model portfolio at and follow us on twitter @stockpucker
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  • Why Billionaire Nelson Peltz Should Push Together Mondelez (MDLZ) And Pepsi (PEP) 0 comments
    Mar 29, 2013 4:53 PM | about stocks: MDLZ, KO, PEP

    Be sure to check out our detailed stock analysis (click here). Billionaire Nelson Peltz runs the activist hedge fund Train Partners, and recent news suggests that he might be pushing for a merger of two food and beverage industry giants--PepsiCo (NYSE: PEP) and Mondelez (NASDAQ: MDLZ). Although everything is hearsay at this point, the thought is worth entertaining: what does this mean for Pepsi? What would this mean for Coca-Cola (NYSE: KO)?

    Peltz did not have a stake in either company as of the end of 2012, but speculation is that Peltz might have been building up stakes in each company over the past few weeks, according to Britain's Daily Telegraph. The paper also noted that Peltz had may have spent at least $2 billion on his Pepsi and Mondelez share purchases (check out Peltz's newest picks).


    Stocks: MDLZ, KO, PEP
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