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. This week we’ll take a look at:
Groupon Inc Common Stock (NASDAQ: GRPN)
Groupon acts as the middleman between consumers and merchants, offering a variety of products and services at discounts via its online store. It offers consumers daily deals (in the form of online vouchers) from local merchants. Groupon also sells products directly to consumers. It generates revenue from the take rate on the purchase and/or usage of the vouchers (40% of total revenue) and from direct sales (60% of total revenue). More than 65% of Groupon’s revenue comes from North America.
A quick look at the price chart below for Groupon shows us that the stock is down 86% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of -1.57 which means that it’s undervalued.
Superinvestors who currently hold positions in Groupon include:
Jim Simons – 2,398,805 shares
Ken Griffin – 1,634,785 shares
Michael Price – 450,000 shares
Mario Gabelli – 231,410 shares
Cliff Asness – 207,689 shares
Paul Tudor Jones – 148,666 shares
Joel Greenblatt – 115,513 shares
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