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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
27
users have liked this narrative
8
users have commented on this narrative
76
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
97
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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MSA Safety
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Connected Safety And European Expansion Will Strengthen Future Position
Key Takeaways Strong adoption of advanced safety technologies and strategic acquisitions are expanding MSA's market reach, product portfolio, and potential for sustained earnings growth. Ongoing innovation, targeted pricing, and operational initiatives are enhancing margins and offsetting external challenges, supporting resilient profitability in core safety markets.
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US$187.20
FV
7.0% undervalued
intrinsic discount
5.19%
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
5 days ago
author updated this narrative
SouthState
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Acquisition Integration And Sunbelt Expansion Will Strengthen Future Efficiency
Key Takeaways Expansion in high-growth markets and successful acquisitions are fueling operational efficiency, increased technology investment, and stronger revenue potential. Diversification into business banking and capital markets enhances revenue stability, while disciplined expense management supports resilient earnings.
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US$115.25
FV
20.0% undervalued
intrinsic discount
15.65%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Antero Midstream
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Gulf Coast LNG Expansion And Appalachia Will Secure Future Success
Key Takeaways Growth in LNG demand and industrial activity boosts asset utilization, steady revenue, and creates new fee-based opportunities for the company. Long-term supply contracts and operational efficiencies support stable earnings, margin expansion, and improved financial flexibility.
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US$17.50
FV
5.4% overvalued
intrinsic discount
1.18%
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
5 days ago
author updated this narrative
Cullen/Frost Bankers
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Texas And Sun Belt Expansion Will Unlock Community Banking Potential
Key Takeaways Expansion in high-growth Texas markets and community-focused banking are boosting market share, supporting sustainable growth in deposits, loans, and fee income. Technology modernization and disciplined credit practices are driving efficiencies, profit margins, and long-term earnings outperformance versus peers.
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US$133.92
FV
7.9% undervalued
intrinsic discount
4.46%
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
5 days ago
author updated this narrative
Matador Resources
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Delaware Basin Midstream Expansion Will Strengthen Margins Despite Risks
Key Takeaways Expansion of midstream capacity and improved operational efficiencies are set to boost margins, making earnings less dependent on commodity price swings. Concentrated assets and robust inventory in the Delaware Basin support peer-leading production growth and sustained cash flow, with strong capital management enabling higher shareholder returns.
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US$64.78
FV
28.2% undervalued
intrinsic discount
7.30%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
5 days ago
author updated this narrative
NOV
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Offshore And International Activity Will Fuel Future Energy Transformation
Key Takeaways Offshore energy expansion and global resource development are set to boost NOV's technology sales, supporting broad-based revenue and market share growth. Focus on automation, digital solutions, and cost optimizations is expected to drive sustained profitability and higher recurring earnings.
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US$15.67
FV
24.0% 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
11
users have followed this narrative
5 days ago
author updated this narrative
Agree Realty
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Suburban Migration And Essential Retail Demand Will Secure Operational Stability
Key Takeaways Strong tenant mix in essential retail and high occupancy rates drive stable rental revenue and protect against economic downturns. Scalable portfolio growth and operational efficiencies are supported by robust liquidity, disciplined acquisitions, and advanced asset management.
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US$81.67
FV
10.2% undervalued
intrinsic discount
14.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
76
users have followed this narrative
5 days ago
author updated this narrative
UFP Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Automation And Sustainable Materials Will Unlock Future Opportunities
Key Takeaways Investments in sustainable, higher-margin products and automation aim to boost market share, margins, and stability while reducing reliance on traditional lumber. Strategic cost reductions, targeted acquisitions, and capital deployment drive growth, stronger free cash flow, and increased shareholder returns.
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US$118.40
FV
17.4% undervalued
intrinsic discount
2.76%
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
5 days ago
author updated this narrative
Shift4 Payments
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
International Acquisitions Will Drive New Cashless Payment Opportunities
Key Takeaways Expansion through acquisitions and value-added services is driving growth, increasing access to new markets and verticals internationally and domestically. Integration and cross-selling across acquired companies are boosting recurring revenues and supporting sustained, higher-margin organic growth.
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US$111.91
FV
27.1% undervalued
intrinsic discount
25.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
5 days ago
author updated this narrative
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