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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
64
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
14
users have followed this narrative
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Landstar System
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Infrastructure Investment And Digitalization Will Transform Freight Sector
Key Takeaways Growth in infrastructure and reshoring trends, plus increased demand for specialized freight, are expected to boost revenue, earnings, and load volume. Investments in technology and a scalable asset-light model are driving higher efficiency, margin stability, and greater enterprise customer market share.
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US$140.57
FV
9.6% undervalued
intrinsic discount
6.27%
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 days ago
author updated this narrative
Wintrust Financial
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Midwest Expansion And Digital Banking Will Unlock Value
Key Takeaways Strong regional growth, digital investment, and specialized lending are driving sustained revenue, higher non-interest income, and solid customer gains. Expansion through acquisitions and branch openings, combined with disciplined credit management, positions the bank for resilient margins and long-term earnings stability.
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US$154.00
FV
19.6% undervalued
intrinsic discount
8.98%
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
3 days ago
author updated this narrative
Lattice Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
AI And Edge Computing Will Fuel Automation And IoT Synergy
Key Takeaways Rising demand for AI, edge computing, and connected devices is boosting Lattice's growth opportunities, revenue durability, and market position. Focus on advanced products and software expansion is driving margin improvement, customer loyalty, and stable long-term earnings.
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US$63.08
FV
2.5% undervalued
intrinsic discount
16.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 days ago
author updated this narrative
Vail Resorts
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Epic Day Pass Programs And Guest Experience Investments Will Attract More Visitors
Key Takeaways Cost efficiencies and technology investments are set to enhance net margins, leading to improved earnings and customer satisfaction. International expansion and shareholder returns reflect strategic growth and strong capital management, with focus on new markets and revenue diversification.
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US$181.09
FV
17.9% undervalued
intrinsic discount
3.68%
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
3 days ago
author updated this narrative
Jackson Financial
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Retirement Demand Will Support Annuity Market Resilience
Key Takeaways Leadership in innovative annuity products and persistent demand for secure retirement income are driving steady, high-quality revenue and expanding Jackson's margins. Digital investments and strong capital management enhance distribution reach, operational efficiency, and support for long-term shareholder value creation.
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US$99.00
FV
8.5% undervalued
intrinsic discount
10.71%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
ADT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Connected Smart Home Devices And AI Will Ensure Future Stability
Key Takeaways Growing integration of smart home technology and AI automation is driving subscriber growth, operational efficiency, and enhanced margins. Diversified security solutions and an expanding subscription model support strong revenue growth, customer retention, and stable long-term earnings.
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US$9.38
FV
10.2% undervalued
intrinsic discount
3.84%
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
3 days ago
author updated this narrative
Planet Fitness
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Global Club Expansion And Youth Engagement Will Foster Future Success
Key Takeaways Expansion among younger demographics and new markets, along with enhanced club formats, is broadening the membership base and supporting revenue growth. Operational efficiencies and increased pricing flexibility are improving margins, boosting profitability, and strengthening franchise economics.
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US$119.81
FV
11.0% undervalued
intrinsic discount
11.61%
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
Loar Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
New Product Launches And Acquisition Will Elevate Aerospace And Defense
Key Takeaways Strategic acquisitions and focus on aerospace and defense are expected to drive future revenue and EBITDA growth. Margin improvements through optimized manufacturing and market strategies enhance net income and earnings potential.
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US$102.20
FV
33.8% undervalued
intrinsic discount
14.39%
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
Prosperity Bancshares
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
American Bank Acquisition And Texas Expansion Will Transform Community Banking
Key Takeaways Strategic acquisitions and digital investments in fast-growing Texas markets are driving superior core growth, customer loyalty, and reinforcing a strong deposit base. Effective cost controls, strong commercial lending momentum, and prudent balance sheet management are set to deliver higher margins and sustainable earnings growth.
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US$81.15
FV
18.6% undervalued
intrinsic discount
11.04%
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 days ago
author updated this narrative
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