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:
Ralph Lauren Corp (NYSE: RL)
Founded in 1967 by Ralph Lauren, Ralph Lauren Corporation designs, markets, and distributes lifestyle products in North America, Europe, and Asia. Its products include apparel, footwear, eyewear, jewelry, leather goods, home products, and fragrances. The company’s brands include Polo Ralph Lauren, Lauren Ralph Lauren, Chaps, Double RL, and Club Monaco. Distribution channels for Ralph Lauren include wholesale (including department stores and specialty stores), retail (including company-owned retail stores and e-commerce), and licensing.
A quick look at the price chart below for Ralph Lauren shows us that the stock is down 41% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.45 which means that it’s undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Ralph Lauren include:
Jim Simons – 3,964,294 shares
Cliff Asness – 1,453,547 shares
Donald Yacktman – 748,053 shares
Ken Griffin – 331,049 shares
Ray Dalio – 27,298 shares
Lee Ainslie – 22,723 shares
Joel Greenblatt – 21,447 shares
Murray Stahl – 2,391 shares
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