Some of the weekly research 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 (dated 2018-6-30). This week we’ll take a look at:
Mammoth Energy Services Inc (NASDAQ: TUSK)
Mammoth Energy Services Inc is an integrated, growth-oriented energy service company serving companies engaged in the exploration and development of North American onshore unconventional oil and natural gas reserves. The company segments include pressure pumping services, infrastructure services, natural sand proppant services, contract land and drilling services and other energy services. The company derived revenue from United States, Puerto Rico and Canada.
A quick look at the price chart below for Mammoth Energy Services shows us that the stock is up 130% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.63 which means that it remains undervalued.
(SOURCE: GOOGLE FINANCE)
Superinvestors who currently hold positions in Mammoth Energy Services include:
Murray Stahl – 369,697 total shares
Chuck Royce – 339,372 total shares
Jim Simons – 234,368 total shares
Ken Griffin – 159,887 total shares
Joel Greenblatt – 157,018 total shares
Cliff Asness – 97,328 total shares
Paul Tudor Jones – 15,578 total shares
The All Investable Stock Screener (CAGR 25%)
From January 2, 1999 to November 29, 2017, the All Investable Stock Screener generated a total return of 6,765 percent, or a compound growth rate (CAGR) of 25.0 percent per year. This compared favorably with the Russell 3000 TR, which returned a cumulative total of 321 percent, or 6.4 percent compound.
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