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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
62
users have followed this narrative
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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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
90
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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Unith
BU
Bucky
Community Contributor
Unith has experienced significant growth in its Subscribing Client base over the last year, achieving an 800% growth rate. As it approaches
Unith has experienced significant growth in its Subscribing Client base over the last year, achieving an 800% growth rate. As it approaches break-even, the realistic pricing for this AI multilingual avatar software, which offers medical consultation and numerous other applications, is highly compelling.
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AU$0.20
FV
97.0% undervalued
intrinsic discount
128.40%
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
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Suncorp Group
RO
Robbo
Community Contributor
Suncorp’s Next Chapter: Insurance-Only and Ready to Grow
As of 31 July 2024, Suncorp completed the sale of its banking division to ANZ, marking a significant strategic shift to become a pure-play insurance company. Almost a year into this transformation, it's worth reviewing how the business is shaping up ahead of the next reporting season.
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AU$22.83
FV
11.0% undervalued
intrinsic discount
7.77%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
24
users have followed this narrative
about 2 months ago
author updated this narrative
NIKE
HA
HanPablo
Community Contributor
NKE vs DESK and SKX
This analysis compares three companies: DESK, SKX, and NKE, using key financial ratios across liquidity, solvency, efficiency, profitability, and valuation. Liquidity: DESK shows strong short-term financial health, with better ratios than SKX.
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US$77.33
FV
4.1% undervalued
intrinsic discount
12.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
about 2 months ago
author updated this narrative
Nanexa
DA
daemningen4500
Community Contributor
19,9% Novo Nordisk ownership on a small swedish biotech - could this be a significant technology?
Nanexa AB is a Swedish pharmaceutical company that specializes in drug delivery systems. Here's a brief overview of its corporate history, ownership, focus, and potential: Corporate History Nanexa was founded in 2007 and is headquartered in Uppsala, Sweden.
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SEK 1.30
FV
75.0% overvalued
intrinsic discount
28.21%
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
about 2 months ago
author updated this narrative
GeoPark
LE
LEANDRO
Community Contributor
PETROLERA COMOBIANA SUBVALUADA
Cuando compro una acción de Geopark estoy pagando una pequeña parcela de tierra con petróleo enterrado abajo. A su vez, esa parcela viene con deuda, asique también estoy haciéndome cargo de una deuda que no es mía.
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US$15.30
FV
57.8% undervalued
intrinsic discount
26.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
about 2 months ago
author updated this narrative
Light Science Technologies Holdings
SE
SergeantDetritus
Community Contributor
On the cusp of growth and profits
LST has 3 divisions including a rapidly growing passive fire safety division (PFP) retrofitting specialist cavity closers to solve Grenfell Tower type risks, an Agtech division selling comprehensive solutions to food growers and a printed circuit board business providing bespoke products at relatively low volumes. The latter has effectively been a cash cow that has helped keep the lights on and offered steady growth post IPO, whilst the more recently acquired fire safety business offers huge growth potential with tens of thousands of buildings legally required to be made safe over the next few years and relatively few accredited competitors.
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UK£0.048
FV
21.9% undervalued
intrinsic discount
0%
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
about 2 months ago
author updated this narrative
Microsoft
BB
BB1
Community Contributor
Microsoft Will Lead the Charge with a 12% Revenue Growth Ahead
Assumptions Where do you think revenue will be in 5 years time? and why?
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US$469.43
FV
11.2% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
24
users have followed this narrative
about 2 months ago
author updated this narrative
Uber Technologies
CO
codepoet
Community Contributor
Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.
1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.
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US$90.00
FV
0.5% undervalued
intrinsic discount
5.83%
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
Updated
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Tidal Trust II - YieldMax Ultra Option Income Strategy ETF
DE
DEH
Community Contributor
What is going on with this stock?
What is going on with this stock? Every distribution is a return of equity.
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US$0
FV
n/a
intrinsic discount
0%
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
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