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 is the largest provider of networking equipment in the world and one of the largest software companies in the world. Its largest businesses are selling networking hardware and software (where it has leading market shares) and cybersecurity software like firewalls. It also has collaboration products, like its Webex suite, and observability tools. It primarily outsources its manufacturing to third parties and has a large sales and marketing staff—25,000 strong across 90 countries. Overall, Cisco employees 80,000 employees and sells its products globally.
A quick look at the price chart below shows us that the stock is up 2.86% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 11.40 which means that it remains undervalued.
(Shares)
Cliff Asness – 11,376,937
Israel Englander – 1,856,874
Ray Dalio – 1,677,465
Donald Yacktman – 1,381,602
Ken Fisher – 699,851
Ken Griffin – 597,797
Richard Pzena – 579,965
Joel Greenblatt – 402,079
Tom Gayner – 342,000
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