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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
86
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
19.2% 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
12
users have followed this narrative
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META
Meta Platforms
CO
codepoet
Community Contributor
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.
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US$850.00
FV
9.2% undervalued
intrinsic discount
10.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
New
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NVIDIA
CO
codepoet
Community Contributor
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.
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US$170.00
FV
5.5% overvalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Alphabet
CO
codepoet
Community Contributor
The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.
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US$237.00
FV
17.3% undervalued
intrinsic discount
10.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
New
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Microsoft
CO
codepoet
Community Contributor
The tech giant that’s so deeply embedded in modern life, you probably interacted with it before your first cup of coffee today.
1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.
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US$600.00
FV
12.5% undervalued
intrinsic discount
11.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
New
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Legend Internet
WA
WaneInvestmentHouse
Community Contributor
Legend Internet Plc – Profitability Amid Growth Investments
Legend Internet Plc – Profitability Amid Growth Investments. Legend Internet Plc has demonstrated stable top-line growth and expanding market presence in Nigeria’s digital broadband space.
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₦7.20
FV
21.8% undervalued
intrinsic discount
0%
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
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Consolidated Hallmark Holdings
WA
WaneInvestmentHouse
Community Contributor
Conhall H1/Q2 Result : Resilient Fundamentals Amidst Investment Volatility
Strengths: Significant Asset Growth Total assets grew by 17% to ₦66.74 billion, driven by impressive increases in cash (+118%) and financial assets (+27%), indicating a strengthened balance sheet and liquidity position. Strong Insurance Service Performance The insurance service result rebounded significantly to ₦3.26 billion, reversing the prior year’s loss of ₦9.56 billion—evidence of operational recovery.
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₦3.40
FV
27.1% overvalued
intrinsic discount
27.51%
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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Champion Breweries
WA
WaneInvestmentHouse
Community Contributor
Champion Breweries Plc Q2/H1 Result – Turnaround Momentum Gaining Strength
Champion Breweries has delivered a strong recovery in H1 2025 , recording a notable swing from prior-year losses to a solid profit. The company posted: Revenue growth of 67% YoY to ₦15.93bn Gross profit more than doubled to ₦7.89bn (from ₦3.73bn) Profit after tax of ₦2.29bn compared to a loss of ₦387m in H1 2024 Basic EPS improved to 25.57 kobo , from a loss per share of 4.94 kobo ✅ Strengths: Significant revenue growth (both quarterly and year-to-date), indicating increased market penetration or pricing power.
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₦11.05
FV
18.6% overvalued
intrinsic discount
-2.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
11
users have followed this narrative
10 days ago
author updated this narrative
Frencken Group
RY
Ryan_G
Community Contributor
Frencken Group's Future Hinges on Riding the Semiconductor Boom
A Deeper Look at Frencken Group: Sector, Earnings & Outlook Thinking about investing in a company that is a key player behind the scenes in the technology world? Frencken Group might be on your radar.
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S$2.00
FV
16.5% undervalued
intrinsic discount
16.15%
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
New
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Tencent Holdings
KA
kapirey
Community Contributor
Tencent Holdings will see revenue grow by 14%
Market (what, how and where Tencent sells) Business (how much Tencent earn) Catalysts. How Tencent make more money in the next 5 years Weixin Video Accounts, Mini Games and Weixin Search enhance user value by creating seamless connections with products, services and content while presenting exciting revenue opportunities.
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HK$837.52
FV
32.3% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
12 days ago
author updated this narrative
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