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:
Cisco Systems Inc (CSCO)
Cisco Systems, Inc. is the world’s largest hardware and software supplier within the networking solutions sector. The secure, agile networks business contains switching, routing, and wireless solutions. The hybrid work division has products for collaboration and contact center needs. The end-to-end security group has products spanning a variety of threat prevention necessities. The internet for the future division has routed optical networks, silicon, and optics. Optimized application experiences offer solutions such as full stack observability. Services are Cisco’s technical support and advanced services offerings. In collaboration with Cisco’s initiative on growing software and services, its revenue model is focused on increasing subscriptions and recurring sales.
A quick look at the price chart below shows us that the stock is down 19% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 11.80, which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Cliff Asness – 5,946,277
Ken Griffin – 2,486,205
Donald Yacktman – 1,512,820
Ken Fisher – 1,368,690
Ray Dalio – 914,218
Rich Pzena – 573,896
Israel Englander – 535,621
Steve Cohen – 489,100
Joel Greenblatt – 355,142
Tom Gayner – 342,000
Jim Simons – 127,900
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