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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
11
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Geregu Power
WA
WaneInvestmentHouse
Community Contributor
Geregu Power Plc Q2 - Delivers Strong Revenue Growth Amid Mounting Cost Pressures
Geregu Power Plc reported a notable 85% year-on-year revenue growth for the three months ended 30 June 2025, reaching ₦55.87 billion compared to ₦30.25 billion in Q2 2024. This reflects increased generation output and higher dispatch levels, underscoring the company’s operational leverage in Nigeria’s power generation space.
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₦871.70
FV
31.0% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
23 days ago
author updated this narrative
Unity Software
DR
drkevinkwok
Community Contributor
Market leader in 3D imaging for games and movies
Market leader in 3D imaging for games and movies. I see a huge growth potential in the next 3 years
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US$39.00
FV
13.0% undervalued
intrinsic discount
32.03%
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
16 days ago
author updated this narrative
Skolon
SW
SwissSimon
Community Contributor
Skolon Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 25
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SEK 30.83
FV
4.8% overvalued
intrinsic discount
33.00%
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
17 days ago
author updated this narrative
Agilysys
SW
SwissSimon
Community Contributor
Agilsys Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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US$29.52
FV
289.5% overvalued
intrinsic discount
9.00%
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
17 days ago
author updated this narrative
Vertiseit
SW
SwissSimon
Community Contributor
Vertiseit Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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SEK 16.03
FV
372.9% overvalued
intrinsic discount
9.00%
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
17 days ago
author updated this narrative
Sprinklr
SW
SwissSimon
Community Contributor
Sprinklr Quick Check
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of 20
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US$7.79
FV
14.2% overvalued
intrinsic discount
6.00%
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
17 days ago
author updated this narrative
IAR Systems Group
SW
SwissSimon
Community Contributor
IAR: Globaler Marktführer in IoT
DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal PE of
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SEK 71.08
FV
150.4% overvalued
intrinsic discount
-1.29%
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
17 days ago
author updated this narrative
ZCCM Investments Holdings
BE
Bernd
Community Contributor
ZCCM-IH: Undervalued African Investment Holding
ZCCM-IH is an investment holding based in Zambia with focus on mining and energy business. They hold very substantial assets: Investments – ZCCM Investments Holdings Plc Thank to the reorganization of the Mopani Copper Mine - they sold 51% to Delta Mining - an indirect subsidiary of International Resource Holding- Assets - International Resources Holding which is itself a subsidiary of Abu Dhabi listed International Holding Campany: IHC | International Holding Company which itself belongs 60% to the very powerful Royal Group of the ultra-rich Royal Family of Abu Dhabi; they recorded a profit on group level of 2 billion USD in first half 2024; but the share price don't go inline with the huge increase of the book value (market capitalization of just 200 Mio.
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€2.60
FV
23.5% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
25 days ago
author updated this narrative
Step One Clothing
PO
PortfolioPlus
Community Contributor
Good revenue Tailwinds
The value of STP is to be found in: (a) the strength of its database (b) its current range of clothing (c) its ability to reach out to different gender groups (male, female and kids) (d) ability to sell into different geographical areas. (e) its marketing strategy of going directly to the consumer - repeat order sales opportunities.
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AU$0.70
FV
0.7% undervalued
intrinsic discount
9.10%
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
about 1 month ago
author updated this narrative
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