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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
73
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
28.0% 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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Super Group (SGHC)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Transitioning To An iGaming-only Strategy Will Drive Operational Efficiency
Key Takeaways Enhanced focus on key markets and an iGaming-only strategy in the U.S. are expected to improve revenue, margins, and overall profitability. Strong cash position and dividend strategies signal confidence in profitability, positively impacting shareholder returns and demonstrating financial stability.
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US$15.00
FV
28.5% undervalued
intrinsic discount
10.33%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Watts Water Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Nexa Development And I-CON Systems Integration Will Expand Digital Offerings
Key Takeaways Strategic acquisitions and digital solutions are anticipated to drive revenue growth and margin improvement amidst cost-saving initiatives and market diversification. Proactive capital strategies, including share buybacks and dividends, are aligned to boost EPS growth and shareholder value.
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US$272.80
FV
3.9% undervalued
intrinsic discount
4.81%
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
Updated
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Elanco Animal Health
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Zenrelia And Credelio Quattro Launches Will Expand Market Presence But FX Headwinds May Impact Earnings
Key Takeaways Strategic divestment and product launches are enhancing financial stability by reducing debt and increasing investment capacity, aiming to improve net margins. Focus on innovation, balanced portfolio, and geographic expansion is expected to drive revenue growth in pet and farm animal markets, boosting earnings.
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US$17.45
FV
4.5% undervalued
intrinsic discount
4.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Exact Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Humana, Centene And Medicare Coverage Will Increase Screening Access
Key Takeaways Broadening payer coverage and demographic trends toward an older population are positioning Exact Sciences for sustained and expanding revenue opportunities from core and new product offerings. Cost optimization initiatives, operational scale, and tech-driven efficiency improvements are enhancing profitability while product portfolio diversification increases market competitiveness and revenue streams.
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US$64.60
FV
36.5% undervalued
intrinsic discount
11.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
Updated
narrative
Advanced Micro Devices
AN
AnalystConsensusTarget
Consensus Narrative from 44 Analysts
AI And Data Centers Will Face Risks Yet Unlock Potential
Key Takeaways Overly optimistic market expectations for AMD's AI and data center growth could be challenged by execution risks, tougher competition, and unpredictable regulatory obstacles. Expanding into adaptive computing and continued heavy investment may strain profitability, as real-world adoption rates and ongoing integration costs could lag behind bullish forecasts.
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US$178.78
FV
3.4% undervalued
intrinsic discount
19.29%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
0
users have commented on this narrative
449
users have followed this narrative
Updated
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TPG
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Institutional Capital Flows Will Unlock Enduring Alternative Market Value
Key Takeaways Expansion into private wealth, insurance, and tailored partnerships is driving revenue stability, higher fee margins, and improved management fee growth and retention. Strategic acquisitions and a thematic focus on high-growth sectors are strengthening earnings, platform scale, operating leverage, and long-term returns.
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US$64.08
FV
3.7% undervalued
intrinsic discount
-16.17%
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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Zillow Group
AN
AnalystConsensusTarget
Consensus Narrative from 23 Analysts
Digital Transformation And AI Will Expand Real Estate Markets
Key Takeaways Digital innovation and integrated platforms are driving market share gains, higher user conversion, and more diversified revenue beyond traditional advertising. Operational efficiency, strategic partnerships, and scalable digital solutions are expanding margins, boosting cash flow, and strengthening Zillow's competitive position.
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US$86.52
FV
10.4% undervalued
intrinsic discount
14.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
Updated
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HubSpot
AN
AnalystConsensusTarget
Consensus Narrative from 33 Analysts
Integrated Cloud Platforms And AI Will Expand Global Reach
Key Takeaways Expansion into integrated cloud platforms, AI capabilities, and upmarket enterprise clients is driving higher recurring revenue, larger deals, and improved margins. Accelerated international growth and adaptation to evolving buyer behavior are broadening customer reach and supporting durable, long-term business expansion.
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US$705.61
FV
36.3% undervalued
intrinsic discount
16.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
39
users have followed this narrative
Updated
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Fortinet
AN
AnalystConsensusTarget
Consensus Narrative from 36 Analysts
Unified SASE And AI Focus Will Expand Future Cybersecurity Services, Tapping Into SMB Momentum
Key Takeaways Unified SASE and AI-driven security operations promise significant revenue growth and improved net margins through enhanced market adoption and operational efficiencies. Acquisitions and targeted upsell opportunities in cybersecurity and firewall solutions are anticipated to drive further revenue growth, especially in SMB segments.
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US$93.46
FV
20.4% undervalued
intrinsic discount
13.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
189
users have followed this narrative
Updated
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