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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
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Enviri
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
IT Upgrades And Order Completions Will Improve Efficiency In 2025
Key Takeaways Clean Earth's enhanced volume growth and common IT platform are projected to significantly improve EBITDA, impacting revenue and profit margins positively. Improvements and strategic spending in various segments are set to boost free cash flow and efficiency, positively affecting earnings and net margins.
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US$14.83
FV
40.5% undervalued
intrinsic discount
2.64%
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
15 days ago
author updated this narrative
Prothena
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
AFFIRM-AL And Alzheimer's Trials Will Unlock New Opportunities
Key Takeaways Successful clinical trials for Birtamimab and Alzheimer's treatments could significantly boost Prothena's revenue through large market opportunities. Strategic partnerships and a strong financial position support pipeline advancement and potential long-term earnings growth.
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US$24.29
FV
68.2% undervalued
intrinsic discount
14.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
15 days ago
author updated this narrative
E2open Parent Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Client Retention And AI Integration Will Strengthen Future Position
Key Takeaways E2open's focus on client retention and AI integration is boosting revenue growth and client satisfaction. Investment in AI and trade solutions positions E2open to capitalize on market demands and strong earnings potential.
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US$3.30
FV
0% overvalued
intrinsic discount
1.95%
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
15 days ago
author updated this narrative
Real Brokerage
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Leo CoPilot And Fintech Ecosystem Will Improve Client Experiences
Key Takeaways Expansion of the consumer-facing ecosystem and financial products is expected to streamline experiences and enhance profit margins through efficient service attachment. Strategic scaling of services like mortgages and titles and adjustments to fees aim to boost profit margins and improve long-term profitability.
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US$6.33
FV
35.4% undervalued
intrinsic discount
21.30%
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
15 days ago
author updated this narrative
Intellia Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Phase III Trials And Gene Editing Will Bring Promising Therapies
Key Takeaways Strategic discontinuation of less promising programs and capital prioritization are expected to improve net margins and enhance commercial prospects. Promising therapies in Phase III studies are poised to drive revenue growth and market share capture upon expected launches between 2027 and 2030.
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US$37.11
FV
69.1% undervalued
intrinsic discount
115.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
15 days ago
author updated this narrative
DWL
Dowlais Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Powertrain Model Shift And Restructuring Will Boost Operational Efficiency
Key Takeaways Strategic shift to a powertrain-agnostic model and regional focus is aimed at enhancing business resilience and efficiency, boosting future net margins. Diversification into new growth areas like metal additive manufacturing and LFP batteries is expected to drive revenue growth and market stability.
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UK£0.70
FV
1.7% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
15 days ago
author updated this narrative
Curaleaf Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Premium Flower And European Medical Programs Will Create Future Opportunities
Key Takeaways Strategic initiatives like the ROOTS program and operational efficiencies aim to enhance margins and strengthen financial health. International expansion, new products, and premium offerings are poised to drive revenue growth and bolster market presence.
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CA$3.72
FV
35.2% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
15 days ago
author updated this narrative
CareDx
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Rising Organ Transplant Needs Will Reshape Diagnostics Despite Challenges
Key Takeaways Expanding transplant procedures and adoption of precision diagnostics drive sustainable revenue growth and strengthen CareDx’s competitive positioning. Strategic investments in digital health and robust evidence generation enhance operational efficiency, recurring high-margin revenues, and payer reimbursement opportunities.
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US$27.50
FV
56.1% undervalued
intrinsic discount
10.77%
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
15 days ago
author updated this narrative
Alpha and Omega Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Transition To Total Solutions Will Unlock High-Value Market Opportunities
Key Takeaways Transitioning to a total solutions provider enables market share growth, increased BOM content, and higher revenue and margin potential across multiple sectors. Expanding into AI, high-end smartphones, and emerging applications diversifies revenue streams, tapping into higher-value markets with improved margins.
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US$30.67
FV
19.5% undervalued
intrinsic discount
5.12%
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
15 days ago
author updated this narrative
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