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Global Weekly Picks
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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
73
users have followed this narrative
New
narrative
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
96
users have followed this narrative
Updated
narrative
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
20.6% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
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Glaukos
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Advancements In Ocular Therapies Will Transform Global Markets
Key Takeaways Innovative glaucoma therapies and global expansion efforts position the company for sustained revenue growth and reduced reliance on a single product. Emphasis on minimally invasive solutions and payer adoption strengthens long-term profitability and supports increased market share.
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US$122.46
FV
30.9% undervalued
intrinsic discount
25.56%
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
3 days ago
author updated this narrative
Brookfield Renewable Partners
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Google And Microsoft Will Unlock Clean Power Contracts
Key Takeaways Surging demand for clean electricity and long-term tech company contracts drive stable, premium revenues with predictable cash flows. Diverse renewable energy assets, cost advantages, and strategic partnerships support robust growth, reduced risk, and sustained earnings expansion.
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CA$39.10
FV
12.4% undervalued
intrinsic discount
10.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
41
users have followed this narrative
3 days ago
author updated this narrative
Procore Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI Adoption And Global Wins Will Redefine Construction Efficiency
Key Takeaways AI-driven platform enhancements and expanded product offerings are strengthening customer value, leading to higher pricing power, retention, and durable revenue growth. Global market expansion and regulatory wins are diversifying revenue sources, improving contract visibility, and positioning the company for prolonged growth momentum.
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US$82.12
FV
24.1% undervalued
intrinsic discount
14.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
GitLab
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
AI And DevSecOps With AWS Will Unlock New Opportunities
Key Takeaways GitLab's expansion into mid-market and enterprise segments and new product offerings aim to drive revenue growth through enhanced customer engagement and retention. Strategic partnerships and innovation in AI and DevOps are expected to strengthen market reach, enhance sales efficiency, and support earnings growth.
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US$63.19
FV
36.0% undervalued
intrinsic discount
21.67%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
3 days ago
author updated this narrative
MongoDB
AN
AnalystConsensusTarget
Consensus Narrative from 37 Analysts
Atlas And Voyage AI Investments Will Expand Future AI Capabilities
Key Takeaways MongoDB's focus on AI capabilities and app modernization aims to expand revenue streams and improve long-term earnings. Strong new workload acquisitions and Atlas's stable growth are expected to sustain revenue and leverage competitive advantages.
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US$272.26
FV
23.2% undervalued
intrinsic discount
15.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
66
users have followed this narrative
3 days ago
author updated this narrative
Samsara
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets
Key Takeaways Strong growth in recurring revenue and large enterprise customer acquisition signals future expansion opportunities and increased market share. Continued innovation, platform expansion, and international focus enhance product diversification, boost customer retention, and provide revenue stability.
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US$48.28
FV
30.1% undervalued
intrinsic discount
21.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
3 days ago
author updated this narrative
Rubrik
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Cyber Resilience And Data Security Will Open New Possibilities
Key Takeaways Rubrik's innovations and strategic cybersecurity focus enhance market share, revenue growth, and competitive positioning while expanding their total addressable market. Partnerships and enhanced recovery capabilities leverage enterprise needs, improving customer retention and profitability, fueling earnings growth and expanding their data security footprint.
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US$112.45
FV
22.3% undervalued
intrinsic discount
26.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 days ago
author updated this narrative
Snowflake
AN
AnalystConsensusTarget
Consensus Narrative from 47 Analysts
AI Initiatives Like Cortex AI And Microsoft Partnerships Will Improve Future Market Position
Key Takeaways AI-driven innovations and partnerships with major tech companies bolster Snowflake's product adoption and revenue growth. Expanding product capabilities and operational efficiency improvements enhance competitive edge, supporting multiproduct adoption and improving margins.
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US$233.69
FV
18.0% undervalued
intrinsic discount
23.82%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
3 days ago
author updated this narrative
Alcon
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Unity VCS And PRECISION7 Launches Will Strengthen Position In Eye Care Market
Key Takeaways Alcon's broad product pipeline and innovations in Surgical, Vision Care, and Ocular Health are positioned to propel revenue growth. Strategic investments and new product launches, including Unity VCS and PRECISION7, aim to capture market share and enhance revenue.
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CHF 87.62
FV
21.1% undervalued
intrinsic discount
7.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
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