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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
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
66
users have followed this narrative
New
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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
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
94
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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Match Group
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Global Smartphone Penetration Will Expand Digital Dating
Key Takeaways Expanding global adoption of digital dating and targeted innovation positions Match Group for sustained user growth, diversified revenue streams, and a larger addressable market. Enhanced AI-driven features, premium offerings, and efficient brand strategies support improved engagement, profitability, and long-term earnings growth amid maturing markets.
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US$42.61
FV
15.3% undervalued
intrinsic discount
5.20%
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
17 days ago
author updated this narrative
Wix.com
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
AI And No Code Will Advance Digital Entrepreneurship
Key Takeaways AI-driven product innovation and international expansion are fueling higher user conversions, monetization, and market share in both consumer and professional digital creator segments. Increased operational efficiency and a broader product suite are boosting profitability, average revenue per user, and reinforcing leadership in growing global commerce markets.
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US$250.00
FV
50.9% undervalued
intrinsic discount
14.73%
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
17 days ago
author updated this narrative
Duolingo
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Global Mobile Access And AI Will Accelerate Personalized Language Learning
Key Takeaways Generative AI integration boosts Duolingo’s content creation efficiency, enabling rapid expansion into new subjects and supporting higher engagement, operating leverage, and margin improvement. International and subject-matter expansion, combined with innovative premium offerings, positions Duolingo for sustained revenue growth and enhanced long-term monetization.
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US$600.00
FV
38.3% undervalued
intrinsic discount
31.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
17 days ago
author updated this narrative
HF Sinclair
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Secular Trends Will Sustain Demand For Refined Products And Renewables
Key Takeaways Tightening supply and resilient demand for refined products are boosting utilization rates, margins, and stable cash flows for the company’s refining segment. Strategic investments in renewables, value chain integration, and efficiency are expanding margin capture and supporting greater returns through improved profitability and cost reductions.
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US$59.08
FV
26.3% undervalued
intrinsic discount
1.37%
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
17 days ago
author updated this narrative
Parsons
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Global Infrastructure Spending And Digital Transformation Will Spur Progress
Key Takeaways Parsons is leveraging major infrastructure spending and strong contract wins to drive sustained growth and high visibility in future revenues and earnings. Strategic investments in digital solutions, technology-driven acquisitions, and focus on high-margin sectors are boosting margins and diversifying revenue streams.
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US$95.00
FV
18.3% undervalued
intrinsic discount
6.46%
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
17 days ago
author updated this narrative
Ralph Lauren
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Asian Expansion And Digital Channels Will Unlock Opportunities
Key Takeaways Expansion in Asia and direct-to-consumer focus are boosting growth, geographic diversification, margins, and operating leverage. Digital innovation, product elevation, and sustainability efforts are enhancing brand loyalty, pricing power, and long-term profitability.
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US$384.00
FV
24.9% undervalued
intrinsic discount
6.28%
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
17 days ago
author updated this narrative
APA
AN
AnalystHighTarget
Consensus Narrative from 27 Analysts
Suriname And Egypt Will Power Enduring Oil And Gas Demand
Key Takeaways Expansion into Suriname and Egypt positions APA for diversified, resilient earnings growth as global energy demand shifts and natural gas rises in prominence. Portfolio optimization, cost discipline, and improved credit rating enable higher margins, better capital returns, and long-term share price support.
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US$34.42
FV
41.9% undervalued
intrinsic discount
-0.65%
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
17 days ago
author updated this narrative
Penske Automotive Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Rising Global Vehicle Ownership And Electrification Will Spur New Opportunities
Key Takeaways Strategic expansion in international markets and industry consolidation is strengthening market share, diversification, and sustained revenue growth. Investment in digital retail, electrification, and service operations is boosting efficiency, recurring revenue, and net margin growth.
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US$195.00
FV
10.3% undervalued
intrinsic discount
4.07%
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
17 days ago
author updated this narrative
Curtiss-Wright
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Rising Global Defense Budgets And Nuclear Policies Will Create Opportunities
Key Takeaways Alignment with global nuclear investment and defense modernization trends positions Curtiss-Wright for accelerated, recurring growth through major infrastructure projects and expanding military sales. Technology advancement, strategic acquisitions, and robust order backlog underpin margin expansion, new program wins, and sustained growth in earnings and free cash flow.
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US$570.00
FV
17.1% undervalued
intrinsic discount
9.15%
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
17 days ago
author updated this narrative
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