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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
users have followed this narrative
New
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
19.2% 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
8
users have followed this narrative
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Uber Technologies
YA
YasserSakuragi
Community Contributor
Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.
Initial Screen Results: Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing Profitability: Achieved sustainable profitability with $1.78B net income vs -$654M loss year ago Cash Generation: Exceptional FCF of $6.9B in 2024, $2.3B in Q1 2025 Balance Sheet: Cash $7.0B, Debt $9.5B, D/E ratio 42.3% (manageable) Methodology: Future Earnings/P-E Projection (growth stock) 2030 Revenue Projection: $65-70B 2030 EBITDA: $14-15B (22% margin with autonomous vehicle benefits) Fair Value Range: $90-135B market cap Current Market Cap: $192B (significantly overvalued) Target Entry Price: $65-75 per share (vs current ~$95)
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US$75.00
FV
19.0% overvalued
intrinsic discount
4.20%
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
about 1 month ago
author updated this narrative
Uber Technologies
SL
SlaterWealthManagement
Community Contributor
UBER Thesis 2025-06-13
SWOT Analysis S: Growing in popularity and suitable to the younger generation. Metro areas are having a decrease in car ownership due to cost of vehicles and the cost to park.
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US$115.85
FV
23.0% undervalued
intrinsic discount
15.00%
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
29 days ago
author updated this narrative
Atlas Pearls
RO
Robbo
Community Contributor
Atlas Pearls will shine brightly with profits set to surge over 69%.
Atlas Pearls is an Australian-listed company operating eight pearl farms across the Indonesian archipelago. It has established itself as one of the world’s leading producers of high-quality white and silver South Sea pearls—a niche luxury product with strong global appeal, particularly in Asia.
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AU$0.45
FV
63.9% undervalued
intrinsic discount
44.25%
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
30 days ago
author updated this narrative
6000
Zhejiang Zheneng Electric Power
VA
Valar_Morghulis
Community Contributor
Zhejiang Zheneng's Future: Expecting Revenue Growth of 12.01% in 5 Years
50%分红使0.29元持续,则6元对应的5%分红率仍然高于4.66%的1.66%(十债)+3%风险资产溢价。年内修复是大概率事件。 Catalysts 核电的投资收益会成为更坚固的底层收益,区别于其他火电。
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CN¥6.00
FV
12.7% undervalued
intrinsic discount
12.01%
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
20 days ago
author updated this narrative
Lindsay Australia
VE
veganmaister
Community Contributor
Insider Buying @ 0.70
Insider Buying @ 0.70
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AU$0.70
FV
7.1% overvalued
intrinsic discount
5.94%
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
16 days ago
author updated this narrative
CWG
WA
WaneInvestmentHouse
Community Contributor
CWG Plc - H1/Q2 Result outline
Key Highlights (H1 2025 vs H1 2024): Revenue grew by 53% to ₦36.76bn from ₦24.03bn. Gross Profit rose by 73% to ₦8.32bn.
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₦15.09
FV
12.3% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
Metals One
JA
jas5
Community Contributor
Metal one any comments abaoauat this stock?
just found urnanium in usa and coblat, nickel in finland - any comments folks??? trading at £0.15 per share Valuation Where do you think the business will be in 3, 5 or 10 years time?
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UK£0
FV
n/a
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
22 days ago
author updated this narrative
Vulcan Energy Resources
JI
Jimbo
Community Contributor
Geopolitics provides support
The need for energy resilience in the face of China's electrification of its economy bode well for clear energy providers.
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AU$8.84
FV
56.7% undervalued
intrinsic discount
90.00%
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
22 days ago
author updated this narrative
ALPH
Alpha Dhabi Holding PJSC
AL
ALPHA_AD1
Community Contributor
Alpha Dhabi Holding PJSC is poised to Expand in Healthcare and Utilities for the Next 5 Years
Where will the business be in 3, 5, or 10 years? 3-Year Outlook (2025–2027): Alpha Dhabi is likely to consolidate its regional expansion in healthcare, construction, and utilities.
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د.إ29.15
FV
58.5% undervalued
intrinsic discount
46.73%
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
about 1 month ago
author updated this narrative
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