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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
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
20.8% 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
13
users have followed this narrative
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NVIDIA
IS
iStock
Community Contributor
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock
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US$171.77
FV
5.2% overvalued
intrinsic discount
24.06%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
5 months ago
author updated this narrative
Vizsla Silver
RO
RockeTeller
Community Contributor
$100 silvers' price, 5x CF, 100m outstanding shares
--- Vizsla Resources: Stock Price Estimate at $100 Silver Step 1: Future Revenue - Projected Resource: 275M oz AgEq. - Predicted Silver Price: $100/oz. - Revenue = 275,000,000 × 100 = $27,500,000,000 USD.
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CA$412.00
FV
98.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 months ago
author updated this narrative
STMicroelectronics
MI
Miro
Community Contributor
Vnutorná hodnota
ferová hodnota
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€24.00
FV
11.0% undervalued
intrinsic discount
8.73%
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
BAE Systems
DE
Devonal
Community Contributor
Superb long term hold
Top notch company that is a core holding. May be ups and downs on geopolitical news, but defence will be in the news for years to come.
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UK£22.00
FV
20.1% undervalued
intrinsic discount
24.05%
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
3 months ago
author updated this narrative
Xero
KI
KiwiInvest
Community Contributor
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.
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AU$398.60
FV
55.1% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
UFP Industries
PA
Panayiotis
Community Contributor
UFP Industries will soar with 200M stock repurchase and cost cuts
Catalysts Cost Reductions : Over $70M in annualized savings from facility consolidation and SG&A cuts could boost margins. Acquisitions : Recent deals may enhance growth.
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US$120.00
FV
17.0% undervalued
intrinsic discount
7.59%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
TerraVest Industries
WY
WynTrader
Community Contributor
Steady impressive groth
TSX:TVK (Terravest Industries Inc) Take a look at the TVK 10 years chart and you will be attracted. https://www.tradingview.com/x/U0LnBrGg/ The growth of TVK, with combined periods of one year, two years, three years, five years, and 10 years, reaches an average annual return of 148%.
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CA$354.75
FV
55.3% undervalued
intrinsic discount
38.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
Brown
US
UshanDeSilva
Community Contributor
opportunity amidst tariff war
Recent development -USA tariff effect Analysis for brown and company and browns investments (browns and co. holds a little over 63% of browns investments) Browns investments plc acquired 100% ownership of Lipton Teas and Infusions Rwanda Limited and Tanzania Limited, along with 98.56% of Lipton Teas and Infusions Kenya Plc and 51.99% of Limura Tea Plc making it the largest tea producer in the world.
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LK₨650.06
FV
72.1% undervalued
intrinsic discount
54.05%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 months ago
author updated this narrative
HIVE
HIVE Digital Technologies
PR
prajitdasani
Community Contributor
Buy Rating for HIVE
HIVE Digital Technologies Ltd. ( NASDAQ:HIVE - - Equities researchers at HC Wainwright raised their FY2025 EPS estimates for shares of HIVE Digital Technologies in a research note issued on Thursday, November 14th.
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CA$8.45
FV
65.7% undervalued
intrinsic discount
45.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
9 months ago
author updated this narrative
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