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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
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
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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SCG Packaging
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Accelerating E-Commerce And Green Trends Will Fuel Packaging Demand
Key Takeaways Rapid market share gains, premium sustainable products, and e-commerce trends could propel topline and margin growth well above analyst expectations. Strong financial position enables further consolidation and strategic acquisitions, supporting long-term profitability and operating leverage.
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฿31.61
FV
42.7% undervalued
intrinsic discount
11.72%
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
12 days ago
author updated this narrative
Knowles
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
IoT And AI Expansion Will Unlock Enduring Demand
Key Takeaways Strong design win momentum and expanding into new markets and product categories position Knowles for accelerated revenue growth and margin improvements beyond current expectations. Leadership in MEMS microphones and sensor components, plus disciplined capital allocation, sets up long-term structural advantages and substantial shareholder value creation.
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US$25.00
FV
20.3% undervalued
intrinsic discount
5.34%
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
12 days ago
author updated this narrative
Raspberry Pi Holdings
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Edge Computing And IoT Expansion Will Drive Affordable Hardware Uptake
Key Takeaways Rapid expansion into industrial IoT, edge AI, and global education markets positions Raspberry Pi for accelerated, sustained growth and increased market dominance. Proprietary technology, higher-margin software services, and strategic channel expansion are set to drive significant margin improvement and defend competitive advantages.
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UK£6.53
FV
35.0% undervalued
intrinsic discount
19.27%
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
12 days ago
author updated this narrative
Guararapes Confecções
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Brazil's Middle Class And E-Commerce Will Drive Apparel Expansion
Key Takeaways Technological upgrades, brand investments, and organizational transformation are projected to accelerate revenue growth, boost margins, and enhance efficiency above industry norms. Leveraging rising sustainability trends, proprietary brands, and data-driven operations is expected to drive premium pricing power, outpace competitors, and improve cash generation.
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R$12.00
FV
23.3% undervalued
intrinsic discount
8.64%
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
12 days ago
author updated this narrative
Dürr
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Electric Vehicles And Digital Automation Will Reshape Global Manufacturing
Key Takeaways Structural streamlining, pent-up order demand, and leadership in turnkey EV production solutions could drive outsized margin gains and top-line acceleration well beyond consensus expectations. Expansion into software, smart factory solutions, and high-growth non-automotive segments positions Dürr for greater earnings resilience and diversified, long-term outperformance.
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€41.00
FV
44.6% undervalued
intrinsic discount
6.80%
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
12 days ago
author updated this narrative
Guaranty Trust Holding
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Adoption And Urban Growth Will Transform West African Banking
Key Takeaways Strong capital position and agile balance sheet allow for accelerated loan growth, technology investment, and resilient earnings beyond current market expectations. Deep customer base and advanced payment capabilities uniquely position Guaranty Trust to dominate Africa's evolving digital payments and capture outsized growth in core banking revenue.
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₦102.00
FV
2.0% undervalued
intrinsic discount
22.59%
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
12 days ago
author updated this narrative
Jenoptik
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Automation And Silicon Photonics Will Redefine Electronics And Diagnostics Sectors
Key Takeaways Jenoptik is positioned for strong, multi-year growth and margin expansion driven by semiconductor, AI, and smart mobility order momentum across major divisions. Strategic restructuring, portfolio focus, and end-market tailwinds are set to significantly boost operating leverage, free cash flow, and shareholder returns.
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€35.00
FV
45.7% undervalued
intrinsic discount
5.91%
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
12 days ago
author updated this narrative
Gabriel India
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
India's Booming Middle Class And EV Surge Will Drive Demand
Key Takeaways Expanding into high-growth segments, premium exports, and EV products positions the company for outperformance and margin expansion beyond consensus expectations. Strategic acquisitions, localization, and disciplined margin programs may accelerate revenue and net margin growth ahead of forecasts.
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₹1.40k
FV
27.9% undervalued
intrinsic discount
15.08%
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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12 days ago
author updated this narrative
Capstone Copper
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Mantoverde And Santo Domingo Will Spur Green Copper Demand
Key Takeaways Mantoverde's above-plan performance and rapid project execution may drive higher copper output, earlier cash flow inflection, and expanded margins. Strong ESG focus and low-cost growth position Capstone to secure premium customers, new revenue streams, and leverage acquisition opportunities for future scalability.
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CA$13.00
FV
29.5% undervalued
intrinsic discount
27.81%
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
12 days ago
author updated this narrative
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