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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
61
users have followed this narrative
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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
33
users have liked this narrative
6
users have commented on this narrative
89
users have followed this narrative
Updated
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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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Triveni Engineering & Industries
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Electric Vehicle Trends Will Depress Ethanol And Sugar Margins
Key Takeaways The company faces significant headwinds from shifting fuel technologies, health trends, and volatile input supplies, threatening core business stability and margin performance. Overdependence on the cyclical sugar sector and diversification execution risks could strain financials, with policy or operational setbacks reducing revenue certainty and returns.
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₹373.00
FV
9.7% undervalued
intrinsic discount
7.99%
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
24 days ago
author updated this narrative
Gerresheimer
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Production Costs And Regulatory Burdens Will Erode Margins
Key Takeaways Rising production, regulatory, and investment costs are severely pressuring margins, profitability, and cash flow, heightening financial risk amid high leverage and capital demands. Shifting market demands, destocking, and innovation gaps threaten revenue stability and growth, particularly following expansion in vulnerable segments and weaker-than-expected market guidance.
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€47.50
FV
3.6% undervalued
intrinsic discount
7.89%
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
24 days ago
author updated this narrative
Semperit Holding
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Decarbonization Costs And Fierce Asian Rivalry Will Shrink Margins
Key Takeaways Rising regulatory and input costs, coupled with commoditization, are squeezing margins and threatening Semperit's pricing power in a competitive landscape. Underinvestment in automation and digitalization risks operational lag, as demand weakness and project delays could further erode earnings and market position.
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€13.10
FV
0.5% overvalued
intrinsic discount
3.91%
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
24 days ago
author updated this narrative
Tips Music
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Digital Piracy And Rising Costs Will Compress Margins
Key Takeaways Rising piracy, shifting consumer preferences, and dominant competitors threaten Tips Music's revenue stability, long-term growth, and audience monetization potential. Escalating content costs and reliance on few streaming platforms increase margin pressure and expose the company to client concentration risks.
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₹612.00
FV
3.9% undervalued
intrinsic discount
24.36%
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
24 days ago
author updated this narrative
SAF-Holland
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Legacy Model Will Crumble As Electric Trends Dominate
Key Takeaways Addressable market shrinkage and pricing pressures threaten earnings as electric and autonomous vehicle adoption reduces demand for legacy products and recurring sales. Reliance on traditional components and delayed diversification leaves SAF-Holland vulnerable to technological shifts, regulatory pressures, and intensified buyer bargaining power.
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€18.00
FV
9.4% undervalued
intrinsic discount
5.58%
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
24 days ago
author updated this narrative
CEAT
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Emerging Markets And EV Shift Will Boost Tire Demand
Key Takeaways Strong international expansion, technological innovation, and rural growth strategies position CEAT for market share gains and margin expansion well above current expectations. Operational excellence and leading ESG credentials may enable cost efficiencies, premium pricing, and increased demand from global OEMs and sustainability-focused buyers.
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₹4.20k
FV
24.7% undervalued
intrinsic discount
13.98%
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
24 days ago
author updated this narrative
Direcional Engenharia
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Maintaining Cost Control And Strong Backlog Will Support Future Profitability
Key Takeaways Strategic focus on sales volume growth, cost control, and efficiency enhances both revenue growth and net margins. Prioritizing net sales speed and prudent capital management supports cash flow, ROE, and earnings stability.
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R$43.78
FV
6.4% undervalued
intrinsic discount
22.01%
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
Updated
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LendingClub
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Banking And Hybrid Model Will Expand Consumer Access
Key Takeaways Rapid digital product innovation and expanding platform capabilities are driving long-term growth, broader customer reach, and increased engagement for LendingClub. Superior credit modeling and a hybrid marketplace/bank model support sustained earnings growth, high credit quality, and operating leverage over peers.
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US$17.95
FV
16.5% undervalued
intrinsic discount
0.57%
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
2 days ago
author updated this narrative
TreeHouse Foods
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Walmart And ALDI Private Label Trends Will Fortify Market Outlook
Key Takeaways Expansion in value and health-focused private label products, plus retailer partnerships, is driving resilient growth and improved revenue mix. Supply chain optimization and automation are raising operational efficiency, enabling stronger margins, stable earnings, and long-term scalable growth.
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US$22.83
FV
18.4% undervalued
intrinsic discount
1.60%
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
Updated
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