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Our community narratives are driven by numbers and valuation.

Global Weekly Picks

Novo Nordisk

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

57.7% undervalued

15.71%

Revenue growth p.a.

New

ASML Holding

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

28.0% undervalued

15.17%

Revenue growth p.a.

Updated

Wyndham Hotels & Resorts

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

20.6% undervalued

13.23%

Revenue growth p.a.

New

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AS Merko Ehitus

IndusyHoldings

Community Contributor

Merko Ehitus - civil engineering in the Baltic States

The Company MERKO EHITUS is an Estonian infrastructure and real estate development group operating mainly in Estonia and Lithuania and partially in Norway(until 2026) and Latvia. Solid economic growth and population growth could be an advantage for market leader Merko Ehitus.

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€61.98

50.9% undervalued

5.28%

Revenue growth p.a.

2 months ago

Ellah Lakes

WaneInvestmentHouse

Community Contributor

Ellah Lakes Plc – Capital Raise and Strategic Debt Conversion Signal a Bold Turnaround Play

Key Highlights: EGM Set for July 25 : Seeking approval for public/private equity issuance and conversion of related-party loans to ordinary shares. Debt-to-Equity Strategy : Board proposes converting director/shareholder and CBN program loans to equity—aimed at deleveraging and strengthening the balance sheet.

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₦7.60

74.7% overvalued

32.96%

Revenue growth p.a.

19 days ago

Nava

Sushanth

Community Contributor

Thermal power plant in Zambia is the cashcow of the company!!!!

Core of the earning of company comes from its thermal power plant in Zambia. It operates the only thermal plant in Zambia which account for around 9 percent of Zambia energy.

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₹650.00

6.7% undervalued

21.70%

Revenue growth p.a.

about 2 months ago

Asana

SwissSimon

Community Contributor

Asana Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 25

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US$9.79

38.3% overvalued

7.00%

Revenue growth p.a.

16 days ago

BUA Cement

WaneInvestmentHouse

Community Contributor

BUA Cement Plc Q2/H1 result– Strong Margin Resilience Amid Cost Pressures

Summary: BUA Cement delivered a stellar financial performance in H1 2025, with revenue rising 59.4% YoY to ₦580.3 billion and PAT surging over 428% YoY to ₦180.9 billion. This growth reflects pricing power, improved volume uptake, and operational efficiency.

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₦115.00

46.6% overvalued

4.23%

Revenue growth p.a.

11 days ago

monday.com

SwissSimon

Community Contributor

monday Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 30

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US$182.25

36.1% overvalued

22.00%

Revenue growth p.a.

16 days ago

Vantea SMART

SwissSimon

Community Contributor

Vantea Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20

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€1.59

27.7% undervalued

1.20%

Revenue growth p.a.

17 days ago

i3 Verticals

SwissSimon

Community Contributor

i3 Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 20

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US$25.65

23.6% overvalued

Revenue growth p.a.

17 days ago

Q2 Holdings

SwissSimon

Community Contributor

Q2 Quick Check

DCF based on current analyst estimates of FCF Using my standard discount rate of 15% Terminal Price to FCF value of 25

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US$48.51

51.8% overvalued

10.28%

Revenue growth p.a.

17 days ago

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Global Weekly Picks