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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
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
71
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
94
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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Braze
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
OfferFit Integration And Shopify Expansion Will Open New Markets
Key Takeaways Braze's strategic acquisitions and AI enhancements are poised to boost revenue growth and market differentiation, improving earnings and net margins. Geographic and vertical diversification, alongside large customer additions, promise strong revenue growth and better operating margins across various global industries.
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US$45.00
FV
43.8% undervalued
intrinsic discount
17.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
SL Green Realty
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Rising Manhattan Demand Will Elevate Premium Office Spaces
Key Takeaways Premium portfolio positioning and growing tenant demand in key Manhattan locations support higher occupancy, rent growth, and improving net operating margins. Strategic asset recycling, transformative projects, and tight supply dynamics are expected to drive earnings growth and expand high-margin revenue streams.
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US$63.33
FV
15.7% undervalued
intrinsic discount
0.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 days ago
author updated this narrative
Ionis Pharmaceuticals
AN
AnalystConsensusTarget
Consensus Narrative from 26 Analysts
Pipeline Milestones And Expanding Patient Pools Will Broaden Market Reach
Key Takeaways Expanding into larger patient populations and strong physician acceptance position Ionis for substantial market share gains and sustained top-line growth. Strategic partnerships, growing royalties, and a competitive edge in rare disease commercialization enhance financial resilience and support margin expansion.
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US$58.19
FV
28.4% undervalued
intrinsic discount
15.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Freshworks
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI Adoption And Cloud Migration Will Expand Market Reach
Key Takeaways Accelerating AI adoption and cloud migrations are fueling stronger enterprise wins, higher-margin product uptake, and potential for long-term revenue and margin growth. Expanding global partnerships and investment in automation are driving deeper market penetration, higher retention, and larger, more sophisticated deal opportunities across sectors.
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US$20.69
FV
39.0% undervalued
intrinsic discount
12.32%
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
3 days ago
author updated this narrative
Healthcare Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Aging Demographics And Modern Outpatient Demand Will Transform Value
Key Takeaways Demographic trends and the shift to outpatient care drive steady demand and higher revenue through strong occupancy and rental growth for medical office properties. Improved financial flexibility and operational transformation enable increased capital deployment, higher margins, and enhanced long-term earnings growth potential.
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US$17.13
FV
2.7% undervalued
intrinsic discount
-1.34%
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
3 days ago
author updated this narrative
Workiva
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Transformation And ESG Demands Will Redefine Compliance Models
Key Takeaways Increasing regulatory complexity and digital transformation are driving strong, recurring demand for Workiva's unified, cloud-based compliance and reporting solutions. Investments in AI, automation, and strategic partnerships are supporting operational efficiency, margin expansion, and broader market reach.
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US$94.10
FV
21.8% undervalued
intrinsic discount
20.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
UiPath
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Agent Builder And Agentic Orchestration Will Expand Market Opportunities
Key Takeaways Strategic partnerships and innovation in automation aim to boost growth through deeper customer relationships and expanded market opportunities. Go-to-market restructuring and focus on AI-driven cloud products seek to enhance efficiency, customer engagement, and revenue growth.
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US$14.35
FV
25.7% undervalued
intrinsic discount
8.62%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
117
users have followed this narrative
3 days ago
author updated this narrative
SentinelOne
AN
AnalystConsensusTarget
Consensus Narrative from 35 Analysts
Partnerships With Lenovo And MSSPs Will Expand Market Reach In AI-native Cybersecurity
Key Takeaways Transformation into an AI-native cybersecurity platform and strategic partnerships are anticipated to drive revenue growth and expand market reach. Focus on AI innovations and phasing out legacy products could increase efficiencies and improve net margins long-term.
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US$23.10
FV
30.6% undervalued
intrinsic discount
21.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
69
users have followed this narrative
3 days ago
author updated this narrative
EchoStar
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
LEO Satellite Constellation Will Expand Global Connectivity
Key Takeaways Strategic focus on integrated satellite and terrestrial connectivity positions the company to capture new, high-margin revenue opportunities and appeal to global carriers and enterprises. Alignment with global digital inclusion initiatives and effective use of spectrum assets provide revenue stability, potential windfalls, and strengthen long-term earnings prospects.
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US$39.50
FV
31.4% undervalued
intrinsic discount
1.27%
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
3 days ago
author updated this narrative
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