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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
24
users have liked this narrative
6
users have commented on this narrative
54
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
31
users have liked this narrative
6
users have commented on this narrative
87
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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GoGold Resources
RO
RockeTeller
Community Contributor
(Complete Analysis) 87,000% ROI - At gold $4,000/oz, silver $100/oz
ANALYSIS 1 GoGold Resources: Refined Stock Price Analysis Key Assumptions: Production Projections: 2027: 8M AgEq oz. 2028: 15M AgEq oz.
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CA$645.00
FV
99.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
8 months ago
author updated this narrative
NIBE Industrier
UN
Unike
Community Contributor
NIBE Industrier Will Ride the Green Energy Subsidy Wave
Catalysts Most Immediate Catalysts (1–2 Years) • EU & US Green Energy Subsidies – Governments are pushing for heat pump adoption through incentives, directly benefiting NIBE. • Electrification & Sustainability Trends – The shift away from fossil fuel-based heating systems toward heat pumps and renewable energy solutions is accelerating.
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SEK 40.77
FV
9.8% overvalued
intrinsic discount
10.00%
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
5 months ago
author updated this narrative
SkiStar
MA
Mandelman
Community Contributor
SkiStar seems overvalued given, growth, peer comparison and industry average.
Catalyst: Enhanced Pricing Power: Limited availability of high-quality, skiable terrain enables Skistar to command premium pricing and maintain robust margins. Digitalization to help limiting costs preasure : by leveraging digital tools such as the skistar app, will allow skistar to drive down/maintain costs when it comes to staffing (e.g. self checkin and checkout) while improving customer experience.
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SEK 119.29
FV
31.0% overvalued
intrinsic discount
10.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
Jaguar Mining
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Jaguar Mining’s stock price if gold reaches $4,000 per ounce, we will follow a similar approach as with Steppe Gold, adjusting for Jaguar’s specific production and financial situation. ### Key Assumptions: 1.
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CA$28.00
FV
84.8% undervalued
intrinsic discount
56.34%
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
10 months ago
author updated this narrative
NVIDIA
IN
Investingwilly
Community Contributor
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.
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US$152.63
FV
18.5% overvalued
intrinsic discount
34.85%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
17
users have commented on this narrative
179
users have followed this narrative
3 months ago
author updated this narrative
NVIDIA
CH
ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
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US$90.15
FV
100.6% overvalued
intrinsic discount
15.93%
Revenue growth p.a.
Set Fair Value
40
users have liked this narrative
12
users have commented on this narrative
73
users have followed this narrative
6 months ago
author updated this narrative
Banco Santander
KA
kapirey
Community Contributor
Banco Santander is not finding its place in online banking
Catalysts Banco Santander is present in Europe (Germany, Austria, Belgium, Denmark, Spain, Finland, Isle of Man, Italy, Norway, Poland, Portugal and the UK); North America (USA, Mexico); South America (Argentina, Brazil, Chile, Uruguay) Active customer base: 103 million. ONE Transformatio Project: transformation to an integrated digital model for all markets.
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€4.43
FV
75.5% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
Berger Paints Jamaica
SE
Sean876
Community Contributor
Berger Paints Jamaica set to shine with new manufacturing expansion
Narrative for Berger Paints Jamaica Limited (BRG) Berger Paints Jamaica Limited (BRG) is a leading player in the Jamaican and regional coatings industry, with a strong legacy spanning over 72 years. The company has demonstrated resilience and adaptability through strategic investments, operational improvements, and product innovation.
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JA$9.82
FV
29.3% undervalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 months ago
author updated this narrative
Orion
WA
WaneInvestmentHouse
Community Contributor
Orion S.A. Navigates Q1 Headwinds with Modest Volume Gains but Margins Under Pressure
Orion S.A. (NYSE: OEC), a specialty chemical producer, reported a mixed first quarter for 2025, with modest volume growth overshadowed by sharp declines across key profitability metrics. Despite a 1.3% year-on-year increase in volumes to 251.7 kmt—driven by improved performance in the Rubber Carbon Black segment— net sales declined 5.0% to $477.7 million , reflecting the impact of lower oil prices and adverse currency effects.
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US$14.28
FV
23.8% undervalued
intrinsic discount
10.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
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