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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
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
85
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
11
users have followed this narrative
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Super Micro Computer
NA
NateF
Community Contributor
SMCI Market Outlook
Sector: IT Industry: Computer hardware and peripherals Market Capitalization: 18.7b (mid cap) Major Competitors: Super Micro Computer Inc. (SMCI) operates in a highly competitive market for high-performance computing (HPC) systems, data center hardware, and server solutions.
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US$49.35
FV
5.2% undervalued
intrinsic discount
31.29%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
7 months ago
author updated this narrative
Intel
YI
yiannisz
Community Contributor
Intel's Next Big Leap: AI Chips and Cost-Cutting for Long-Term Gains
Despite missing profitability targets in Q2 and facing ongoing margin pressure, Intel’s (INTC) strategic investments in AI CPUs, including the highly anticipated Panther Lake CPU built on the Intel 18A process, position the company for significant performance gains and enhanced competitiveness. Intel is at the forefront of a new computing era, riding the wave of AI-powered PCs set to revolutionize the market.
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US$24.48
FV
16.6% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
10 months ago
author updated this narrative
Chubb
IS
iStock
Community Contributor
Chubb Analysis
Company outlook Overview Chubb Limited is a global provider of insurance and reinsurance products, recognized for its extensive range of offerings and its strong financial performance. The company operates through several business segments, each catering to various aspects of the insurance market.
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US$247.08
FV
9.1% overvalued
intrinsic discount
2.55%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
6 months ago
author updated this narrative
PPG Industries
DM
Dman
Community Contributor
PPG Industries set to soar with 9% revenue growth in the next 3 years
Industries Investment Analysis: Navigating Challenges and Opportunities in 2025 PPG Industries, Inc. (NYSE: PPG), a global leader in paints, coatings, and specialty materials, presents a complex investment profile as of February 2025.
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US$152.76
FV
30.8% undervalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
2
users have commented on this narrative
41
users have followed this narrative
5 months ago
author updated this narrative
GoGold Resources
RO
RockeTeller
Community Contributor
(Complete Analysis) 87,000% ROI - At gold $4,000/oz, silver $100/oz
ANALYSIS 1 GoGold Resources: Refined Stock Price Analysis Key Assumptions: Production Projections: 2027: 8M AgEq oz. 2028: 15M AgEq oz.
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CA$645.00
FV
99.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
26
users have followed this narrative
8 months ago
author updated this narrative
NIBE Industrier
UN
Unike
Community Contributor
NIBE Industrier Will Ride the Green Energy Subsidy Wave
Catalysts Most Immediate Catalysts (1–2 Years) • EU & US Green Energy Subsidies – Governments are pushing for heat pump adoption through incentives, directly benefiting NIBE. • Electrification & Sustainability Trends – The shift away from fossil fuel-based heating systems toward heat pumps and renewable energy solutions is accelerating.
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SEK 40.77
FV
9.4% overvalued
intrinsic discount
10.00%
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
5 months ago
author updated this narrative
SkiStar
MA
Mandelman
Community Contributor
SkiStar seems overvalued given, growth, peer comparison and industry average.
Catalyst: Enhanced Pricing Power: Limited availability of high-quality, skiable terrain enables Skistar to command premium pricing and maintain robust margins. Digitalization to help limiting costs preasure : by leveraging digital tools such as the skistar app, will allow skistar to drive down/maintain costs when it comes to staffing (e.g. self checkin and checkout) while improving customer experience.
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SEK 119.29
FV
29.9% overvalued
intrinsic discount
10.50%
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
5 months ago
author updated this narrative
Jaguar Mining
RO
RockeTeller
Community Contributor
if gold reaches $4,000 per oz
To estimate Jaguar Mining’s stock price if gold reaches $4,000 per ounce, we will follow a similar approach as with Steppe Gold, adjusting for Jaguar’s specific production and financial situation. ### Key Assumptions: 1.
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CA$28.00
FV
85.3% undervalued
intrinsic discount
56.34%
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
10 months ago
author updated this narrative
NVIDIA
IN
Investingwilly
Community Contributor
Nvidia: A Powerhouse in AI and Semiconductor Innovation
Introduction Nvidia (NASDAQ: NVDA) has long been at the forefront of technological innovation, establishing itself as a dominant player in the semiconductor industry. From its groundbreaking contributions to the gaming world to its central role in artificial intelligence (AI) and high-performance computing, Nvidia’s influence is undeniable.
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US$152.63
FV
17.6% overvalued
intrinsic discount
34.85%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
17
users have commented on this narrative
179
users have followed this narrative
3 months ago
author updated this narrative
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