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Global Community
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Global Weekly Picks
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
8
users have commented on this narrative
76
users have followed this narrative
New
narrative
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
97
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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Duolingo
WA
waqifalam
Community Contributor
Good growth potential under bullish market conditions
Catalysts Duolingo Max, featuring AI-enabled features, somewhat positively adopted. Steady growth continue in current market conditions.
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US$306.52
FV
20.8% overvalued
intrinsic discount
24.41%
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
11 months ago
author updated this narrative
PEXA Group
NO
notsilicon
Community Contributor
Scale out in the UK, Digital solutions — new mgmt.
UK expansion, Digital solutions acquisitions, and growth Mgmt team changes Can the business scale without a significant increase in operating costs? 50m buy-back in progress
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AU$15.15
FV
3.6% overvalued
intrinsic discount
15.00%
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
2 months ago
author updated this narrative
Novo Nordisk
SI
Silvester
Community Contributor
Novo Nordisk will thrive with a 34.7751% profit margin boost
23-apr-2025 Novo Nordisk will face competition in the obisitas and diabetes space. Regulation and insurances may impact its growth.
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US$65.50
FV
22.0% undervalued
intrinsic discount
15.81%
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
4 months ago
author updated this narrative
PaySauce
FO
FogMoney
Community Contributor
Paysauce has got the 'Sauce' in 2025
Paysauce is finally hitting its stride - now being profitable and showing 32% revenue growth YoY (2023-24) along with the other following Q3 highlights reported January 14th 2025: ARR of $9.1m (Up 11% YoY) Recurring revenue of $2.3m for the quarter (Up 14% YoY) Processing fee revenue of $1.7m for the quarter (Up 19% YoY) Customers at end of the quarter: 8,127 (Up 11% YoY) One can only conclude that the continued growth will continue through 2025 and beyond as interest rates reduce further and the economy restabilises affecting growth within the overall SME market across NZ and other key asia-pac markets. Debt is still low and barely reportable through mainstream channels.
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NZ$1.00
FV
81.0% undervalued
intrinsic discount
45.18%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 months ago
author updated this narrative
Huntington Bancshares
MS
mschoen25
Community Contributor
Overvalued HBAN
Huntington Bancshares (HBAN) is currently trading around $14.56, with analysts offering a consensus 12-month price target of $15.59, suggesting a potential upside of around 7%. The stock has been rated as a "Moderate Buy" by most analysts, with 12 out of 19 giving it a "Buy" or "Strong Buy" recommendation.
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US$10.11
FV
59.1% overvalued
intrinsic discount
1.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
11 months ago
author updated this narrative
Freeport-McMoRan
CJ
cjimi
Community Contributor
Appealing for long-term investors seeking exposure to critical minerals.
Risks Dividend history is unstable Stock underperformed vs. industry and market in the past year Highly cyclical business – earnings depend heavily on commodity prices Catalysts Global demand for copper , especially from EVs, AI, and green infrastructure Grasberg mine in Indonesia and large-scale U.S. operations (e.g., Morenci, Bagdad) U.S. legislation may classify copper as a "critical mineral" , possibly introducing 10% tax credit Assumptions Where do you think revenue will be in 5 years time?
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US$44.08
FV
5.0% undervalued
intrinsic discount
4.00%
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
4 months ago
author updated this narrative
NVIDIA
IS
iStock
Community Contributor
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock
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US$171.77
FV
6.4% overvalued
intrinsic discount
24.06%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
6 months ago
author updated this narrative
Vizsla Silver
RO
RockeTeller
Community Contributor
$100 silvers' price, 5x CF, 100m outstanding shares
--- Vizsla Resources: Stock Price Estimate at $100 Silver Step 1: Future Revenue - Projected Resource: 275M oz AgEq. - Predicted Silver Price: $100/oz. - Revenue = 275,000,000 × 100 = $27,500,000,000 USD.
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CA$412.00
FV
98.9% undervalued
intrinsic discount
0%
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
8 months ago
author updated this narrative
Xero
KI
KiwiInvest
Community Contributor
Xero will multiply its profitability with a 25% net profit margin
Increasing subscriber numbers alongside increasing ARPU yields 20% annual revenue growth as more and more businesses turn to cloud based accounting solutions with strong integrations and eventual AI features to run their businesses. Xero has high scalability of its products, with current gross margin of ~88%.
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AU$398.60
FV
55.7% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
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