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:
GSK PLC (GSK)
In the pharmaceutical industry, GSK ranks as one of the largest firms by total sales. The company wields its might across several therapeutic classes, including respiratory, cancer, and antiviral, as well as vaccines. GSK uses joint ventures to gain additional scale in certain markets like HIV.
A quick look at the price chart below shows us that the stock is down 25% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.50, which means that it remains undervalued.
Superinvestors who currently hold positions in the company include:
(Shares)
Ken Fisher – 19,568,124
Jim Simons – 9,979,321
Steve Cohen – 2,454,999
Israel Englander – 1,693,753
Irving Kahn – 1,431,160
Ken Griffin – 1,339,209
John Rogers – 263,090
Ray Dalio – 91,661
Jean-Marie Eveillard – 83,763
Murray Stahl – 16,146
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