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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
22
users have liked this narrative
6
users have commented on this narrative
50
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
31
users have liked this narrative
6
users have commented on this narrative
85
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
11
users have followed this narrative
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Alphabet
YI
yiannisz
Community Contributor
The Real Power Behind Alphabet’s Growth
Alphabet’s Q3 2024 results reveal an impressive 15% revenue growth to $88.3 billion, driven by robust ad revenue and a 35% surge in Google Cloud. With strong gains across Search, YouTube, and AI-powered enterprise solutions, Alphabet remains a leader in digital advertising and next-gen tech, pushing margins higher amidst fierce competition.
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US$192.54
FV
1.8% overvalued
intrinsic discount
7.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
9 months ago
author updated this narrative
Orezone Gold
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Orezone Gold’s stock price if gold reaches $4,000 per oz, we will consider several factors such as production growth, costs, and potential valuation multiples. Here’s the step-by-step process: ### Key Assumptions: 1.
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CA$14.00
FV
91.7% undervalued
intrinsic discount
121.12%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
2
users have followed this narrative
10 months ago
author updated this narrative
Snap
NA
NateF
Community Contributor
SNAP Market Outlook
Snap Inc. (NYSE: SNAP), the parent company of Snapchat, has demonstrated notable performance in recent quarters, with its stock currently trading at approximately $11.97.
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US$9.58
FV
18.8% undervalued
intrinsic discount
11.29%
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
7 months ago
author updated this narrative
Palantir Technologies
NA
NahuaCapital
Community Contributor
A $1T Company In The Making
Many don't understand the importance of Palantir, specially witch such young and unstoppable sector such as the revolutionary AI craze that has branched out and all continue to do so, specially when it comes to weapons and what such a great company that has no competition such as Palantir that offers many of its clients defense Palantir's customers include: Government agencies The US Department of Defense, US Air Force, US Department of Homeland Security, and the National Geospatial-Intelligence Agency Large businesses Amazon Services, AT&T, United Airlines, CVS Health, BP, Stellantis USA, Rio Tinto, and General Mills Other companies Morgan Stanley, Merck KGaA, Airbus, Wejo, Lilium, PG&E, Fiat Chrysler Automobiles, Origin Energy, and Aramark Palantir's software is used for data integration and analysis, and for continuous integration/continuous delivery (CI/CD). The company's relationship with the CIA began when it sold its software to help detect roadside bombs in the wars in Iraq and Afghanistan.
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US$440.00
FV
59.2% undervalued
intrinsic discount
31.99%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
41
users have followed this narrative
7 months ago
author updated this narrative
Aviat Networks
NA
NateF
Community Contributor
AVNW Market Outlook
Aviat Networks, Inc. (NASDAQ: AVNW) specializes in wireless transport solutions and has demonstrated notable growth and strategic initiatives that may appeal to value investors seeking growth over the next 1-3 years.
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US$91.56
FV
76.5% undervalued
intrinsic discount
7.94%
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
7 months ago
author updated this narrative
Aya Gold & Silver
RO
RockeTeller
Community Contributor
If silver reaches $100 per ounce
To calculate the stock price of Aya Gold & Silver if silver reaches $100 per ounce, we can follow a similar approach to the previous calculation: Assumptions Production Target: 7 million ounces of silver annually from Zgounder. Silver Price: $100 per ounce.
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CA$74.00
FV
83.0% undervalued
intrinsic discount
59.48%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
2
users have followed this narrative
11 months ago
author updated this narrative
Access Engineering
KA
kalindu
Community Contributor
⛔️ Overvalued Alert: This Stock is a Strong Sell ⛔️
⛔️ Overvalued Alert: This Stock is a Strong Sell ⛔️ Intrinsic Value per Share (DCF-based): Rs. 14.25 Current Market Price (CMP): Rs. 37.4 Overvaluation: CMP exceeds intrinsic value by 162% Key Risks and Red Flags Chronic Negative Free Cash Flow 7 out of the last 11 years show negative Free Cash Flow (FCF). Cumulative FCF: -Rs. 29,823 Mn over the past decade.
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LK₨14.25
FV
314.0% overvalued
intrinsic discount
-9.83%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
4 months ago
author updated this narrative
Silver Storm Mining
RO
RockeTeller
Community Contributor
$45.10/share at $100 silver
Silver Storm Mining (formerly Golden Tag Resources): Analysis and Valuation Key Metrics: San Diego Project: Resource: 115M oz silver (60 gpt). 1.5B lbs of zinc + lead offsets.
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CA$45.00
FV
99.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
2
users have followed this narrative
8 months ago
author updated this narrative
Lion One Metals
RO
RockeTeller
Community Contributor
If gold reaches $4,000 per ounce
To calculate the stock price of Lion One Metals if gold reaches $4,000 per ounce, we need to estimate the potential revenue, free cash flow, and resulting valuation based on increased gold prices. ### Assumptions 1.
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CA$6.20
FV
95.6% undervalued
intrinsic discount
80.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
11 months ago
author updated this narrative
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