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:
Omnicom Group Inc. (NYSE: OMC)
Omnicom is the world’s second- largest ad holding company, based on annual revenue. The American firm’s services, which include traditional and digital advertising and public relations, are provided worldwide, with over 85% of its revenue coming from more developed regions such as North America and Europe.
A quick look at the price chart below for Omnicom shows us that the stock is down 37% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.87, which means that it’s undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Omnicom:
Ken Griffin – 4,537,591 shares
Cliff Asness – 1,363,611 shares
Jim Simons – 837,200 shares
John Rogers – 491,248 shares
Marathon Asset Management – 191,278 shares
Joel Greenblatt – 160,882 shares
Rob Olstein – 148,000 shares
Rich Pzena – 49,499 shares
Lee Ainslie – 44,119 shares
Jim O’Shaughnessy – 35,665 shares
Jeremy Grantham – 24,999 shares
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