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 2018‑12‑31). This week we’ll take a look at:
Western Digital Corp (NASDAQ: WDC)
Western Digital is a 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 44% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.27 which means that it remains undervalued.
(Source: Google Finance)
Superinvestors who currently hold positions in Western Digital include:
Cliff Asness – 2,146,890 total shares
Jim Simons – 1,148,400 total shares
Steve Cohen – 660,700 total shares
Joel Greenblatt – 601,224 total shares
Ken Griffin – 126,954 total shares
Jean-Marie Eveillard – 110,417 total shares
Michael Burry – 100,000 total shares
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