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

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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 (MU)

Micron historically focused on designing and manufacturing DRAM for PCs. 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 28.30% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 5.00, which means that it remains undervalued.

MU Chart

MU data by YCharts

Superinvestors who currently hold positions in the company include:

(Shares)

Cliff Asness – 3,716,016

Seth Klarman – 2,735,974

Mohnish Pabrai – 1,823,812

Andreas Halvorsen – 1,470,600

Ray Dalio – 885,780

Prem Watsa – 693,400

Donald Yacktman – 685,606

David Tepper – 575,000

Ken Griffin – 351,408

Joel Greenblatt – 292,664

Guy Spier – 200,000

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