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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
60
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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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HOCHTIEF
CH
Chris1
Community Contributor
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
1. Revenue Growth HOCHTIEF will continue to concentrate on cutting‑edge construction technology (Turner) as well as energy‑transition and infrastructure projects (CIMIC, Engineering & Construction).
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€243.36
FV
14.1% undervalued
intrinsic discount
9.00%
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
3 months ago
author updated this narrative
Apple
M_
M_Kabesh
Community Contributor
Navigating Tariff Turbulence with Resilience and AI-Driven Growth
As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.
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US$275.00
FV
16.6% undervalued
intrinsic discount
12.78%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
47
users have followed this narrative
4 months ago
author updated this narrative
AppLovin
SW
SwissSimon
Community Contributor
AppLovin Quick Check
Based on current analyst estimates minus 20% as a margin of security Discount rate of 15% Terminal PE of 30
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US$189.39
FV
140.8% overvalued
intrinsic discount
11.00%
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
about 1 month ago
author updated this narrative
Blend Labs
SW
SwissSimon
Community Contributor
Blend Quick Check
Assumptions: Revenue according to analyst expections Earnings = FCF of 50 million in 2025, FCF margin of 25% (according to analyst expectations) A terminal value of 20x PE to account for risks associated with this small cap. My SW standard discount rate of 15%.
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US$2.75
FV
0.7% undervalued
intrinsic discount
11.27%
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
Sitio Royalties
EV
Evren
Community Contributor
My Fair Value
Sprott
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US$16.59
FV
11.1% overvalued
intrinsic discount
0.60%
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
9 days ago
author updated this narrative
Indoco Remedies
TH
ThewealthyinvestorbyDSAB
Community Contributor
Indoco Remedies Will Benefit from India's Healthcare Growth
Indoco Remedies presents a compelling investment opportunity due to its balanced business model, focusing on both domestic strength and international expansion. The company is well-positioned to benefit from: India’s growing healthcare ecosystem , driven by higher spending, population growth, and rising disease burden.
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₹380.00
FV
23.2% undervalued
intrinsic discount
-6.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
Strabag
MI
Miro
Community Contributor
Moja vnôtorná hodnota
Zmena vntornej hodnoty
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€65.00
FV
29.7% overvalued
intrinsic discount
11.43%
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
10 days ago
author updated this narrative
Similarweb
SW
SwissSimon
Community Contributor
SMWB Quick Check
Based on current analyst estimates Terminal PE of 30 Using my standard discount rate of 15%
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US$10.37
FV
31.0% undervalued
intrinsic discount
16.00%
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
about 1 month ago
author updated this narrative
MLGO
MicroAlgo
WA
WaneInvestmentHouse
Community Contributor
MicroAlgo's Breakthrough in Quantum Machine Learning
MicroAlgo has made a significant advancement in the field of quantum machine learning, successfully utilizing quantum neural networks to classify and extract features from data in databases. This innovative approach combines the principles of quantum mechanics with the architecture of artificial neural networks, enabling high-speed data processing and optimization analysis.
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US$18.29
FV
49.7% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
4 months ago
author updated this narrative
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