This Acquirers Multiple Stock Appearing In Klarman, Watsa, Pabrai Portfolios

Johnny HopkinsStock ScreenerLeave a Comment

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:

Micron Technology, Inc. (NASDAQ: MU)

Micron historically focused on designing and manufacturing DRAM for PCs and servers. The firm then expanded into the NAND flash memory market. It increased its DRAM scale with the purchase of Elpida (completed in mid-2013) and Inotera (completed in December 2016). The firm’s DRAM and NAND products tailored to PCs, data centers, smartphones, game consoles, automotives, and other computing devices.

A quick look at the price chart below shows us that the stock is down 10% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 7.30, which means that it remains undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in the company include:


Li Lu – 11,476,523

Sequoia Fund – 7,778,137

Jim Simons – 4,066,036

Ken Griffin – 3,301,231

Seth Klarman – 3,250,416

David Tepper – 2,750,000

Steve Cohen – 2,215,275

Mohnish Pabrai – 1,823,812

Cliff Asness – 1,751,547

Prem Watsa – 690,200

Donald Yacktman – 685,503

Guy Spier – 200,000

For all the latest news and podcasts, join our free newsletter here.

FREE Stock Screener

Don’t forget to check out our FREE Large Cap 1000 – Stock Screener, here at The Acquirer’s Multiple:


Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.