As part of the weekly research here at The Acquirer’s Multiple we’re always interested in investing gurus who hold the same stocks that appear in our Acquirer’s Multiple Stock Screeners, based on their latest 13F’s. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks.
While doing this research we’ve also uncovered a number of common stocks that investing gurus have recently bought, or continuing to hold in their portfolios, according to their latest 13f’s. So we’re now providing a new weekly feature article called ‘One Stock Superinvestors Are Buying’. This week we’ll take a look at:
Netflix Inc (NFLX)
Netflix’s primary business is a streaming video on demand service now available in almost every country worldwide except China. Netflix delivers original and third-party digital video content to PCs, internet-connected TVs, and consumer electronic devices, including tablets, video game consoles, Apple TV, Roku, and Chromecast. In 2011, Netflix introduced DVD-only plans and separated the combined streaming and DVD plans, making it necessary for subscribers who want both to have separate plans.
A quick look at the price chart below for the company shows us that the stock is down 65% in the past twelve months.
Superinvestors who recently bought, or continue to hold the stock in their portfolios include:
(Shares)
David Polen – 5,005,530
Bill Ackman – 3,109,965
Ravenel Boykin Curry – 2,960,824
Sequoia Fund – 1,428,972
Bill Nygren – 641,100
Steve Romick – 439,940
Ken Griffin – 371,478
Nathaniel Simons – 320,507
Lee Ainslie – 320,400
Israel Englander – 210,702
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