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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
19
users have liked this narrative
6
users have commented on this narrative
46
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
5
users have commented on this narrative
74
users have followed this narrative
New
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
8
users have followed this narrative
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PayPal Holdings
NA
NateF
Community Contributor
PYPL Market Outlook
PayPal Holdings, Inc. (PYPL) has demonstrated a significant recovery in 2024, with its stock price rising approximately 48% year-to-date, outperforming the S&P 500.
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US$116.26
FV
40.3% undervalued
intrinsic discount
8.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 months ago
author updated this narrative
Barrick Mining
ST
StjepanK
Equity Analyst and Writer
Quality Assets, Cautious Expansion and Commodity Super-cycle To Deliver Steady Revenue Growth
Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.
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US$20.44
FV
11.2% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
12
users have commented on this narrative
31
users have followed this narrative
4 months ago
author updated this narrative
Ryde Group
AL
Alpharum
Community Contributor
“How Short-Sellers Have Distorted Ryde Group Limited’s Share Price”
Ryde Group Limited (NYSE) , a promising mobility solutions provider in Southeast Asia, has recently seen its stock price impacted by heightened short-selling activity. While the fundamentals of the company remain solid, the data suggests that aggressive shorting has created a misleading picture of its value, adding volatility and artificial downward pressure to its share price.
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US$8.05
FV
96.2% undervalued
intrinsic discount
133.00%
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
8 months ago
author updated this narrative
Apple
CH
ChadWisperer
Community Contributor
OK boomer: No longer a product company
This narrative is primarily based on Ben Thompson's (Stratechery) view that Apple has transitioned from being a product-driven company to a services-oriented one. While the iPhone remains central to Apple's business, hardware differentiation has plateaued.
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US$182.85
FV
16.6% overvalued
intrinsic discount
3.50%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
3
users have commented on this narrative
22
users have followed this narrative
8 months ago
author updated this narrative
Sonoro Gold
RO
RockeTeller
Community Contributor
Gold at $4,000/oz & production at 50K oz/year
Key Assumptions: Project Overview: Cerro Caliche Project : Production: 33K oz annually (average) for 9 years. Initial Capex: $15M.
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CA$9.10
FV
98.0% undervalued
intrinsic discount
0%
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
8 months ago
author updated this narrative
SBC Medical Group Holdings
AL
Alpharum
Community Contributor
A New Addition to my 2025 Global Portfolio?
This Japanese-based company, SBC Medical Group Holdings Inc. (NASDAQ: SBC) is now making waves in the aesthetic healthcare market, offering a promising opportunity for investors in 2025.
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US$15.00
FV
70.9% undervalued
intrinsic discount
23.53%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
4
users have commented on this narrative
54
users have followed this narrative
8 months ago
author updated this narrative
Coca-Cola Consolidated
WA
WallStreetWontons
Community Contributor
COKE: Exclusive Brand Moat with Well-Established Distribution Networks
Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.
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US$1.57k
FV
92.8% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
11 months ago
author updated this narrative
NanoGroup
FI
fis_wse
Community Contributor
Expect big change: Nanogroup's NanOX system will tackle global kidney shortages
Overview of Nanogroup and the NanOX Project Nanogroup is focused on addressing the critical shortage of organs for transplantation, particularly kidneys, which are essential for treating end-stage renal disease. The organization has developed an innovative solution known as the NanOX system , designed to improve the availability, preservation, and success rates of kidney transplants.
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zł0
FV
82.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 months ago
author updated this narrative
Afya
NA
NateF
Community Contributor
AFYA Market Outlook
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.
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US$14.86
FV
1.1% undervalued
intrinsic discount
9.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 months ago
author updated this narrative
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