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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
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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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AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Compliance Costs And Free Software Will Erode Value
Key Takeaways Greater regulatory scrutiny and expanded security investments will increase operating complexity and pressure future margins as global expansion continues. Over-reliance on a legacy product and rising competition from open-source software threaten revenue growth, pricing power, and long-term profitability.
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zł56.50
FV
1.8% overvalued
intrinsic discount
-1.88%
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
11 days ago
author updated this narrative
Warby Parker
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Retail Expansion And AI Personalization Will Redefine Vision Care
Key Takeaways Expanding retail presence, product diversification, and proprietary technology investments bolster omnichannel growth, recurring revenue streams, and operational efficiency to elevate margins. Direct-to-consumer, value-driven branding enables steady market share gains from legacy competitors, fostering sustained revenue growth and long-term competitive advantage.
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US$23.85
FV
2.2% undervalued
intrinsic discount
14.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
Updated
narrative
Leslie's
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Focus On LFCs And PRO Customers Will Streamline Future Operations
Key Takeaways Leslie's aims to boost revenue and margins through LFCs, PRO segment expansion, and enhanced customer engagement strategies, minimizing capital expenditure. Inventory optimization and strategic initiatives focus on product offerings and customer relationships, driving sales growth and improving working capital efficiency.
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US$1.00
FV
71.6% undervalued
intrinsic discount
1.31%
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
1 day ago
author updated this narrative
Globe Trade Centre
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Urbanization In CEE And SEE Will Spark Premium Demand
Key Takeaways Strong leasing, occupancy gains, and validated asset values are driving rental income and margin growth well above analyst expectations, positioning the company for outperformance. ESG improvements and strategic geographic diversification are enabling lower costs, better financing, and stable growth as demand and global integration increase.
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zł5.60
FV
23.8% undervalued
intrinsic discount
7.81%
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
11 days ago
author updated this narrative
Compañía Cervecerías Unidas
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Rising Latin American Urbanization Will Drive Premium Beverage Demand
Key Takeaways Operational efficiency, digitalization, and category diversification are set to drive margin and earnings improvement beyond current expectations. Enhanced macroeconomic stability in core markets and a rising middle class will accelerate revenue and profit growth in premium and non-alcoholic segments.
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CL$7.89k
FV
26.1% undervalued
intrinsic discount
9.70%
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
11 days ago
author updated this narrative
Relaxo Footwears
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
India's Urbanization And E-Commerce Will Expand Footwear Demand
Key Takeaways Data-driven distribution reforms and premium product launches position Relaxo for accelerated market share gains, revenue growth, and improved brand perception among urban consumers. Operational efficiencies, automation, and export expansion are set to boost margins and diversify earnings with minimal additional capital needed.
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₹651.93
FV
32.9% undervalued
intrinsic discount
11.70%
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
11 days ago
author updated this narrative
Thinkific Labs
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Global Digitization And Creator Trends Will Redefine Online Learning
Key Takeaways Thinkific's upmarket shift, advanced tools, and strong product adoption signal a potential upswing in recurring revenue and margin expansion beyond analyst expectations. Platform innovation, automation, and international expansion position Thinkific to outpace market growth, drive operating leverage, and secure a leading share in skills-based learning.
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CA$5.46
FV
63.0% undervalued
intrinsic discount
11.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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11 days ago
author updated this narrative
Elmera Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerating Nordic Electrification And Renewables Will Shape Clean Energy Future
Key Takeaways Elmera is positioned for significant margin and revenue growth through consumer behavior shifts, efficient power trading, and cross-segment business expansion. Strategic digital and renewable investments, plus Nordic B2B market moves, offer durable earnings growth and a scalable platform as electrification rises.
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NOK 39.00
FV
10.5% undervalued
intrinsic discount
14.39%
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
11 days ago
author updated this narrative
Canada Goose Holdings
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Growing Global Wealth And Urban Climates Will Expand Luxury Demand
Key Takeaways Enhanced data-driven marketing and a shift to direct-to-consumer are expected to unlock transformative global growth and significant margin expansion. Product innovation and vertical integration position the company for resilience, steady multi-seasonal demand, and leadership in premium outerwear markets.
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CA$24.69
FV
36.4% undervalued
intrinsic discount
6.13%
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
11 days ago
author updated this narrative
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