TAM Stock Screener – Stocks Appearing in Tepper, Greenblatt, Dalio Portfolios

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Part 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 their latest 13F’s (dated 2018-9-30). This week we’ll take a look at:

Lam Research Corporation (NASDAQ: LRCX)

Lam Research manufactures equipment used to fabricate semiconductors. The firm is focused on the etch, deposition, and clean markets, which are key steps in the semiconductor manufacturing process. Lam’s flagship Kiyo, Vector, and Sabre products are sold in all major geographies to key customers such as Samsung Electronics and Taiwan Semiconductor Manufacturing.

A quick look at the price chart below for Lam Research shows us that the stock is down 31% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 6.69 which means that it remains undervalued.

(SOURCE: GOOGLE FINANCE)

Superinvestors who currently hold positions in Lam Research include:

Cliff Asness – 1,928,965 total shares

Lee Ainslie – 1,601,501 total shares

David Tepper – 1,175,000 total shares

Jim Simons – 998,956 total shares

Joel Greenblatt – 231,160 total shares

Ken Griffin – 72,938 total shares

Jim O’Shaughnessy – 39,216 total shares

Paul Tudor Jones – 31,900 total shares

Ray Dalio – 16,817 total shares

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