One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
The top investor data is provided from the latest 13F’s over at WhaleWisdom (dated 2018-3-31). This week we’ll take a look at one of the picks from our Large Cap 1000 Stock Screener:
L Brands Inc (NYSE: LB)
A quick look at the price chart below for L Brands shows us that the stock is down 25% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 8.17 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in L Brands include:
T Rowe Price – 4,390,074 total shares
Jim Simons – 2,014,733 total shares
Ken Griffin – 474,309 total shares
Joel Greenblatt – 395,823 total shares
Charles Brandes – 15,476 total shares
Murray Stahl – 12,552 total shares
The Large Cap 1000 Stock Screener (19.3%)
From January 2, 1999 to November 29, 2017, the Large Cap Stock Screener generated a total return of 2,797 percent, or a compound growth rate (CAGR) of 19.3 percent per year. This compared favorably with the Russell 1000 Total Return, which returned a cumulative total of 320 percent, or 6.3 percent compound.
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