Calls
1
u/the_jetset
Reddit r/ValueInvesting
Win Rate
100.0%
return
+20.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 13
$83.84
+20.1%
The post cites a forward P/E of ~14 (compressed), FCF/share of $4.24, 3% dividend yield, ~0.75% buyback potential, 11.5% organic growth, and multiple insider purchases between $91–$108. This data suggests the market underestimates ABT’s intrinsic value. A reversion to a P/E of 19–20 would yield 35–43% price appreciation, plus dividends and buybacks, making the risk/reward asymmetric. A long position in ABT offers a margin of safety with a downside floor near the current PE (~13–14) and upside from multiple expansion, organic growth, and shareholder returns. Higher debt from the Exact Sciences acquisition could pressure margins or delay deleveraging; a recession or regulatory headwind could compress organic growth; the compressed PE may persist if sentiment remains negative.
The post cites a forward P/E of ~14 (compressed), FCF/share of $4.24, 3% dividend yield, ~0.75% buyback potential, 11.5% organic growth, and multiple insider purchases between $91–$108. This data suggests the market underestimates ABT’s intrinsic value. A reversion to a P/E of 19–20 would yield 35–43% price appreciation, plus dividends and buybacks, making the risk/reward asymmetric. A long position in ABT offers a margin of safety with a downside floor near the current PE (~13–14) and upside from multiple expansion, organic growth, and shareholder returns. Higher debt from the Exact Sciences acquisition could pressure margins or delay deleveraging; a recession or regulatory headwind could compress organic growth; the compressed PE may persist if sentiment remains negative.
MedTech
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u/the_jetset has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: ABT.
