u/the_jetset

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
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30d 1
90d 1
Best Calls
ABT long +3.8%
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Most Mentioned
ABT ×1
Recent Calls
ABT long 3 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d
90d
Average Return +3.8% Long Return +3.8% Short Return -
Average Return
7d +5.4%
30d
90d
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Long
May 13
$83.84
+3.8%
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.
Healthcare
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