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:
Western Digital Corp (NASDAQ: WDC)
Western Digital is the global leader in the hard disk drive market. The company develops, manufactures, and provides data storage solutions to consumers, businesses, and governments. The company’s product portfolio includes hard disk drives, solid-state drives, and public and private cloud data center storage solutions. Western Digital’s SanDisk acquisition positions the company as a broad-based provider of media-agnostic storage solutions.
A quick look at the price chart below for Western Digital shows us that the stock is down 33% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.22 which means that it remains undervalued.
Superinvestors who currently hold positions in Western Digital include:
Cliff Asness – 4,697,549 total shares
Ken Griffin – 1,273,176 total shares
Jim Simons – 1,134,849 total shares
David Tepper – 1,099,500 total shares
John Arnhold – 835,249 total shares
Robert Rodriguez And Steven Romick – 618,089 total shares
Jeremy Grantham – 117,714 total shares
Robert Olstein – 107,000 total shares
Steve Cohen – 55,000 total shares
Joel Greenblatt – 32,647 total shares
David Dreman – 26,601 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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