u/Far_Preference_2065

Reddit r/ValueInvesting
· tracked since Feb 2026
Calls
1
Win Rate
100.0%
return
+29.5%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +29.5% Long Return +29.5% Short Return -
Average Return
7d -7.8%
30d -12.1%
90d +11.6%
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Result
Result
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Side
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Thesis
Theme
Source
7733.T 1ST Olympus ... Olympus Corporation
Long
Feb 17
$1562.50
+29.5%
Olympus undervalued; FDA/restructuring temporary, 32% margin of safety
The author argues Olympus (7733.T) is undervalued after FDA ship-holds and restructuring cut guidance; normalizing owner earnings for the wind-down of Project Elevate, ship-hold recovery and run-rate savings yields ¥107B and, at a conservative 24x multiple, intrinsic value of ¥2,319/share versus ¥1,568, a 32% margin of safety. Catalysts include resolution of FDA ship-holds (management expects most gross margin pressure resolved in Q4), completion of Project Elevate by March 2026, restructuring savings, and potential OLYSENSE AI software adoption by FY31. The main stated risk is that management may be too optimistic on ship-hold recovery and competitors may have taken some market share due to regulatory troubles.
MedTech
REDDIT
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u/Far_Preference_2065 has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: 7733.T.

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