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:
eBay Inc (EBAY)
eBay operates one of the largest e-commerce marketplaces in the world, with $73 billion in 2023 gross merchandise volume, or GMV, rendering the firm a top 10 global e-commerce company. The company generates revenue from listing fees, advertising, revenue-sharing arrangements with service providers, and managed payments, with its platform connecting more than 130 million buyers and roughly 20 million sellers across almost 190 global markets at the end of 2023. eBay generates just north of 50% of its GMV in international markets, with a large presence in the U.K., Germany, and Australia.
A quick look at the price chart below shows us that the stock is up 24.71% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 12.90 which means that it remains undervalued.
(Shares)
Ken Griffin – 4,163,613
Donald Yacktman – 2,922,730
Israel Englander – 2,311,955
Cliff Asness – 1,041,855
Jim Simons – 809,140
Ray Dalio – 712,342
Paul Tudor Jones – 174,128
Joel Greenblatt – 158,658
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