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Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
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US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
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US$1.00k
FV
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
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Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
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US$105.80
FV
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Little Green Pharma
BA
Babylonas
Community Contributor
Little Green Pharma set to double revenue amidst European expansion
Forecasts for Growth, Future Revenue, Net Profit, and Key Metrics Forecasting LGP’s future performance involves assumptions based on FY2024 trends, market conditions, and strategic plans. Below are speculative projections for key metrics: Revenue Growth: FY2024 Baseline: $25.6 million, up 29% from $19.9 million in FY2023.
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AU$0.42
FV
72.6% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
23
users have followed this narrative
3 months ago
author updated this narrative
SHIP
Tufton Assets
ZE
zeg0at
Community Contributor
Tufton Assets: High-Yield, Deep-Value Shipping with a Built-In Exit 28% NAV Discount
Executive Summary Tufton Assets Limited (LSE: SHPP) presents a rare and compelling opportunity in public markets: a high-yield, NAV-discounted, actively managed vehicle with a clearly defined end-of-life wind-down strategy. The company's structure, execution history, and exposure to shipping segments aligned with geopolitical and macroeconomic dislocation make it uniquely suited for investors seeking inflation-protected income, asymmetric upside from trade realignments, and built-in downside mitigation through real asset monetization.
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US$1.40
FV
19.6% undervalued
intrinsic discount
20.67%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
Swire Properties
VA
Valar_Morghulis
Community Contributor
Swire Properties will see a revenue growth of 37% with future PE hitting 15x
UBS:23 C:22.2 mark
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HK$23.00
FV
10.7% undervalued
intrinsic discount
37.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
19 days ago
author updated this narrative
Ascencio
PE
PETCA37
Community Contributor
Ascencio's Future Stands Tall with a 61% Profit Margin Boost
This belgian REIT feels confident in meeting customers needs and trends and challenges related to internet purchasing. I put its value to EUR 50 per share, which corresponds to the sectorial discount of 20 %.
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€28.60
FV
73.6% overvalued
intrinsic discount
-2.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
about 2 months ago
author updated this narrative
Duolingo
TI
TickerTickle
Community Contributor
Duolingo's Revenue Will Soar by Over 23% Per Year
Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?
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US$786.07
FV
55.2% undervalued
intrinsic discount
20.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
22 days ago
author updated this narrative
Kina Securities
RO
Robbo
Community Contributor
Kina Securities will grow with 28.56% revenue jump
Kina Securities: An Important Cog in Developing Economies Kina Securities Limited (ASX: KSL) is a diversified financial services company headquartered in the developing economy of Papua New Guinea (PNG). Over recent years, it has been steadily expanding its footprint across near Oceania and the broader Pacific region.
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AU$1.24
FV
9.7% overvalued
intrinsic discount
24.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
lululemon athletica
TR
tripledubsimplywallst3
Community Contributor
Testing if this works
go again
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US$250.53
FV
21.6% undervalued
intrinsic discount
6.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
19 days ago
author updated this narrative
iShares VII - iShares Core S&P 500 UCITS ETF
AL
aljer
Community Contributor
iShares Core S&P 500 UCITS ETF will boost profit margins by 26.9%
Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?
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€0
FV
n/a
intrinsic discount
25.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
23 days ago
author updated this narrative
Solid Försäkringsaktiebolag
MO
Money_Island
Community Contributor
High dividend small cap with growth + share buybacks
The non-life insurance company Solid Försäkring sells various types of niche insurance. Over 50 percent of the company's earnings come from various security insurance policies linked to unsecured loans at the former parent company Resurs.
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SEK 88.00
FV
16.1% undervalued
intrinsic discount
4.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
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