This Acquirers Multiple Stock Appearing In Dalio, Simons, Watsa 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 (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 39% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.00 which means that it remains undervalued.

MU Chart

MU data by YCharts

Superinvestors who currently hold positions in the company include:


Jim Simons – 7,467,336

Andreas Halvorsen – 5,413,915

Prem Watsa – 3,462,049

Seth Klarman – 3,285,974

Cliff Asness – 2,937,486

Israel Englander – 1,687,556

Donald Yacktman – 695,208

Ray Dalio – 576,159

Ken Griffin – 268,890

Joel Greenblatt – 256,971

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