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 6-30-2019). This week we’ll take a look at:
GrafTech International Ltd (NYSE: EAF)
GrafTech is the only global producer of highly specialized graphite electrodes. The electrode is an essential part of the electric arc furnace process used in aluminium smelters and steel minimills. The company operates into one reporting segment namely Industrial Materials. Industrial Materials segment manufactures high-quality graphite electrodes essential to the production of electric arc furnace steel and other ferrous and non-ferrous metals.
A quick look at the price chart below for GrafTech International shows us that the stock is down 34% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 4.92 which means that it remains undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in GrafTech International include:
Mohnish Pabrai: 4,123,538 total shares
Cliff Asness: 2,012,305 total shares
Donald Yacktman: 1,535,754 total shares
Joel Greenblatt: 909,066 total shares
Ken Griffin: 208,273 total shares
Chuck Royce: 71,004 total shares
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