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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
60
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
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
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
14
users have followed this narrative
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Portillo's
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Technology And Geographic Expansion Will Unlock Long-Term Opportunity
Key Takeaways Expansion of digital tools and multichannel marketing is boosting operational efficiency, guest engagement, and overall brand growth in both existing and new markets. Operational streamlining and geographic growth initiatives are set to improve margins, accelerate unit growth, and support strong long-term revenue potential.
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US$12.20
FV
39.2% undervalued
intrinsic discount
10.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
Updated
narrative
KB Financial Group
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
South Korea's Aging Demographics And Fintech Rivalry Will Squeeze Margins
Key Takeaways Heavy reliance on a shrinking domestic market and limited overseas presence increases vulnerability to demographic, economic, and regulatory challenges. Rising competition from fintech and tech firms, along with regulatory and margin pressures, threatens long-term profitability and growth prospects.
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₩93.88k
FV
20.9% overvalued
intrinsic discount
7.69%
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
16 days ago
author updated this narrative
National Australia Bank
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Digital Payments And Urban Expansion Will Unlock Opportunities
Key Takeaways Investments in digital banking and payments position NAB to grow revenue and attract customers as cashless adoption rises. Urban growth and business banking leadership create long-term opportunities in housing finance, SME lending, and diversified fee income.
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AU$33.53
FV
14.8% overvalued
intrinsic discount
4.20%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
55
users have followed this narrative
16 days ago
author updated this narrative
Emami
AN
AnalystHighTarget
Consensus Narrative from 26 Analysts
India's Urbanization And Digital Channels Will Expand Discretionary Markets
Key Takeaways Aggressive marketing, product innovation, and digital-first strategies position Emami for rapid expansion and leadership in the men's grooming and health-focused categories. Operational efficiencies, strategic brand revamps, and focus on natural products are expected to significantly boost margins, profitability, and long-term growth.
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₹886.16
FV
35.0% undervalued
intrinsic discount
9.22%
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
16 days ago
author updated this narrative
New India Assurance
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Transformation And Urban Growth Will Expand India's Insurance Market
Key Takeaways Disciplined underwriting, automation, and rapid digital transformation are enabling faster, more sustainable profitability and above-industry premium growth in untapped Indian markets. Structural cost reductions and diverse global operations position the company for robust margin expansion, resilient earnings, and rising market share as insurance demand accelerates.
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₹240.00
FV
20.5% undervalued
intrinsic discount
4.76%
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
16 days ago
author updated this narrative
Go Digit General Insurance
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
India's Rising Middle Class And Digital Trends Will Unlock Potential
Key Takeaways Strategic digital adoption and scalable distribution empower premium expansion, improved margins, and cost leadership, driving superior revenue growth and profitability versus industry peers. Investments in omnichannel presence, automation, and customer experience position the company to capture rising insurance demand and outperform market growth long-term.
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₹400.00
FV
11.0% undervalued
intrinsic discount
15.44%
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
16 days ago
author updated this narrative
Aurubis
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Electrification And Recycling Will Sustain Copper Demand While Facing Challenges
Key Takeaways Robust project execution, secured supply, and advanced recycling initiatives position Aurubis for early profitability, margin resilience, and sustainable earnings growth. Strong ESG credentials and technology investments enhance Aurubis' appeal for public partnerships, premium pricing, and revenue diversification despite market or regulatory pressures.
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€105.00
FV
8.9% undervalued
intrinsic discount
11.69%
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
16 days ago
author updated this narrative
Nokia Oyj
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Geopolitical Tensions And Tech Shifts Will Erode Earnings
Key Takeaways Rising geopolitical tensions and trade barriers threaten operational stability, inflate compliance costs, and pressure Nokia's cash generation and future profitability. Shifts to software-led platforms, market saturation, and intense competition challenge growth prospects, compress margins, and undermine Nokia's ability to regain market leadership.
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€3.41
FV
3.5% overvalued
intrinsic discount
2.55%
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
16 days ago
author updated this narrative
Banco do Brasil
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Fintech And Agribusiness Risk Will Threaten Stability Yet Prompt Adaptation
Key Takeaways Digital transformation and new tech investments may not fully offset pressure on margins and revenues from agile fintech competition and regulatory changes. Exposure to rural credit and demographic shifts introduce profitability risks, despite advantages in financial inclusion and agribusiness lending.
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R$20.00
FV
5.4% undervalued
intrinsic discount
6.34%
Revenue growth p.a.
Set Fair Value
1
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
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