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Community Investing Ideas
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
26
users have liked this narrative
7
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
96
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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Puma Biotechnology
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Alisertib Trials May Expand Market Reach, But NERLYNX's Revenue Decline And Competition Will Challenge Future Earnings
Key Takeaways Expanding NERLYNX's market through strategic collaborations and international launches could significantly boost revenue, especially with recent market entries. Biotech acquisitions and ongoing trials for new drug indications are pivotal for diversifying revenue streams and enhancing long-term earnings.
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US$3.00
FV
23.0% overvalued
intrinsic discount
-2.53%
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
12 days ago
author updated this narrative
WuXi AppTec
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Aggressive Capacity Expansion Will Magnify Future Overvaluation Risks
Key Takeaways Sustained growth expectations and strong global pharma demand may be driving overly optimistic assumptions about margin expansion and future earnings resilience. Rising regulatory scrutiny, protectionism, and competition could threaten WuXi AppTec's addressable market, dampening long-term revenue and profit sustainability.
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CN¥106.50
FV
14.3% undervalued
intrinsic discount
13.48%
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
11 days ago
author updated this narrative
Upbound Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Financial Access And Innovating In E-Commerce Fuels Growth And Efficiency
Key Takeaways Expansion through new Acima Credit products and merchant partnerships is set to widen customer base and increase revenue. Technology investments and operational streamlining aimed at enhancing customer experience and efficiency may boost profitability.
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US$36.25
FV
40.4% undervalued
intrinsic discount
7.38%
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
13 days ago
author updated this narrative
Origin Bancorp
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southern US Expansion And Digital Automation Will Shape Future Success
Key Takeaways Expansion in high-growth Southern markets and investments in digital capabilities are expected to drive future loan demand, revenue, and operational efficiency. Strategic acquisitions and branch optimization initiatives aim to boost recurring income, reduce costs, and strengthen earnings growth.
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US$44.00
FV
18.9% undervalued
intrinsic discount
14.74%
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
4 days ago
author updated this narrative
GoHealth
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Financial Flexibility And M&A Will Unlock Medicare And Senior Health Potential
Key Takeaways Improved financial flexibility and strategic focus enable investment in technology, product expansion, and acquisitions, supporting future revenue growth and margin improvement. Diversification into life insurance and enhanced tech capabilities boost efficiency, reduce earnings volatility, and position the company to capture greater market share.
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US$19.60
FV
71.5% 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
0
users have followed this narrative
Updated
narrative
Rail Vikas Nigam
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Government Funding Shifts Will Reduce Margins And Spur Diversification
Key Takeaways Heavy reliance on government funding and aggressive low-margin contract bidding may lead to unpredictable profits and stalled earnings growth. Diversification and international expansion carry significant execution risks and lack proven contributions, adding uncertainty to future revenue stability.
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₹216.00
FV
58.6% overvalued
intrinsic discount
10.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
Updated
narrative
Potbelly
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Focus And New Franchises Will Attract Customers, But Margins May Decline
Key Takeaways Menu innovation and enhanced digital capabilities aim to boost sales growth and revenue. Franchising and cost control measures target unit expansion and improved net margins for higher earnings.
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US$18.17
FV
30.9% undervalued
intrinsic discount
4.22%
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
Updated
narrative
City Union Bank
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Digital Inclusion And MSME Lending Will Redefine Banking In India
Key Takeaways Strong digital adoption and regional presence enable City Union Bank to capture growth in underpenetrated markets, expanding its customer base and lending portfolio. Conservative risk management and operational efficiency improvements support stable earnings, lower volatility, and enhanced profitability within a competitive landscape.
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₹236.36
FV
11.5% undervalued
intrinsic discount
7.25%
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
Updated
narrative
Cameco
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Global Nuclear Demand Will Secure Long-Term Value
Key Takeaways Cameco is set to benefit from increasing global nuclear energy demand, policy support, and supply constraints, supporting long-term growth and pricing power. Strategic utility contracting and disciplined production enable Cameco to capitalize on higher uranium prices and future reactor projects for margin expansion.
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CA$110.44
FV
4.0% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
87
users have followed this narrative
Updated
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