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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
21
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
5
users have commented on this narrative
77
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
10
users have followed this narrative
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lululemon athletica
TR
tripledubsimplywallst3
Community Contributor
Testing if this works
go again
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US$250.53
FV
21.6% undervalued
intrinsic discount
6.66%
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
20 days ago
author updated this narrative
iShares VII - iShares Core S&P 500 UCITS ETF
AL
aljer
Community Contributor
iShares Core S&P 500 UCITS ETF will boost profit margins by 26.9%
Risks Are there any risks that your catalysts won't play out as expected? Are there any regulatory or competitor risks that could change the outcomes above?
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€0
FV
n/a
intrinsic discount
25.00%
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
25 days ago
author updated this narrative
Scandinavian Tobacco Group
KA
kapirey
Community Contributor
Challenging Future for STG as Organic Sales Decline by 8.8%
Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.
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DKK 93.14
FV
7.7% undervalued
intrinsic discount
-7.41%
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
about 1 month ago
author updated this narrative
1911 Gold
AG
Agricola
Community Contributor
A case for TSXV:AUMB to reach USD$2.69 (CAD$3.70) by 2030 (15X).
Stock Analysis: 1911 Gold Corporation (TSXV:AUMB) Company Overview 1911 Gold Corporation is a Canada-based junior mining company focused on gold exploration and development, primarily in Manitoba’s Rice Lake greenstone belt. Its flagship asset is the True North Complex in Bissett, Manitoba, which includes a past-producing mine and mill with over 2 million ounces of historical gold production.
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CA$3.70
FV
92.5% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 1 month ago
author updated this narrative
Diginex
YI
yiannisz
Community Contributor
Diginex Accelerates Value Creation Through AI-Powered ESG Strategy
In a landscape where ESG is often treated as a compliance formality, Diginex (DGNX) is redefining the market, transforming sustainability data into a core growth engine powered by AI, with recent acquisitions marking a bold evolution into a full‑stack data activation leader. Its recent $2 billion purchase of Resulticks , a real-time customer engagement and AI analytics firm, is proof of an extreme shift: from an ESG software provider to an all-stack data activation leader.
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US$50.00
FV
6.4% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 1 month ago
author updated this narrative
Spotify Technology
GN
gns
Community Contributor
It is a strong hold as of now
Catalysts Spotify will add new revenue through ads and audiobooks streams contributing up to 2B new revenue in upcoming 3 years Spotify price increases will increase their subscription revenue by 20% with less than 1 percent loss of subscribers Assumptions Spotify MAU growth rate will slow dowb by 1% YoY for next 4 years as they have reached most of the globe already Spotify will add new revenue streams contribuiting upto 1B new revenue in upcoming 3 years Risks not much Are there any industry tailwinds this stock is benefitting or hindered from?
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US$700.11
FV
4.8% undervalued
intrinsic discount
22.44%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
Caterpillar
SP
spalenza
Community Contributor
Caterpillar's Future PE Grows to 16.5x as Revenue Climbs 12.76%
A Caterpillar (CAT) é uma empresa centenária com um histórico de excelência operacional e uma marca reconhecida globalmente como sinônimo de máquinas pesadas, motores industriais e soluções para os setores de construção, mineração, energia e transporte. Com uma receita média anual crescendo 12,76% ao ano nos últimos 5 anos , a empresa tem demonstrado consistência em seu desempenho financeiro, mesmo em cenários macroeconômicos desafiadores.
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US$297.44
FV
43.8% overvalued
intrinsic discount
12.76%
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
3 months ago
author updated this narrative
Charter Hall Social Infrastructure REIT
VE
veganmaister
Community Contributor
Analyst Consensus
State Street bought @ $2.97
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AU$3.30
FV
7.9% undervalued
intrinsic discount
6.86%
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
8 days ago
author updated this narrative
Elsight
SA
SAK
Community Contributor
Most reliable beyond the visual line of sight coms tech
Enables Drones to fly beyond the visual line of sight through coms. Military, Deliveries, Inspection, communication Elsight limited is engaged in providing ground-breaking hybrid (on-the-move or fixed) video/ data capturing, recording and transmission for various real- tactical security and surveillance purposes/applications.
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AU$4.10
FV
51.0% undervalued
intrinsic discount
234.00%
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
about 1 month ago
author updated this narrative
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