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This Acquirers Multiple Stock Is Appearing In Dalio, Simons, And Greenblatt Portfolios

Wednesday, May 19, 2021 · Johnny Hopkins

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:

Hologic, Inc. (NASDAQ: HOLX)

Hologic manufactures proprietary products for the healthcare needs of women. The company operates in five segments: breast health (44% of sales), diagnostics (39%) surgical (14%), and skeletal health (3%). While the company traditionally focused on breast health, the acquisition of Gen-Probe put greater emphasis on commercial diagnostics. The United States accounts for the largest portion of the firm’s revenue (74%), followed by Europe (12%), Asia (9%), and other international markets (5%). Hologic is headquartered in Bedford, Massachusetts.

A quick look at the price chart below for Hologic shows us that the stock is up 23% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.28, which means that it remains undervalued.

(Source: Google)

Superinvestors who currently hold positions in Hologic include:

(Shares)

Jim Simons – 807,018

Ken Griffin – 656,417

Cliff Asness – 640,058

Joel Greenblatt – 187,782

Ray Dalio – 180,699

Israel Englander – 125,894

Jim O’Shaughnessy – 47,703

Kahn Brothers – 44,429

Ken Fisher – 15,205

This Acquirers Multiple Stock Is Appearing In Dalio, Simons, And Greenblatt Portfolios · The Acquirer's Multiple®