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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
27
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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Taseko Mines
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Florence And Gibraltar Operations Will Face Regulatory And Operational Setbacks
Key Takeaways Heightened regulatory, operational, and social challenges threaten to raise costs, delay projects, and constrain stable earnings despite positive long-term copper demand trends. Ongoing risks from mine dependence and market forces like recycling and substitution may depress revenues and limit the effectiveness of future growth initiatives.
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CA$3.68
FV
18.2% overvalued
intrinsic discount
25.59%
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
18 days ago
author updated this narrative
PLX
Pluxee
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Direct-to-consumer Disruption Will Erode Earnings Amid EU And Latin America Scrutiny
Key Takeaways Disruptive payment technologies and growing fintech competition threaten Pluxee's core revenue streams, fee structure, and long-term growth prospects. Regulatory tightening and macroeconomic volatility in key markets will pressure margins, increase compliance costs, and create sustained earnings uncertainty.
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€17.50
FV
0.7% undervalued
intrinsic discount
7.30%
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
18 days ago
author updated this narrative
Krishna Institute of Medical Sciences
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Urban Expansion Will Trigger Integration Risks And Regulatory Hurdles
Key Takeaways Rapid expansion into untested regions and operational challenges may prolong losses and pressure overall profitability and margins. Structural shifts in healthcare demand, regulatory pressures, and rising operating costs threaten future revenue growth and industry-leading margin sustainability.
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₹630.00
FV
15.3% overvalued
intrinsic discount
23.63%
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
18 days ago
author updated this narrative
BrasilAgro - Companhia Brasileira de Propriedades Agrícolas
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Brazil Weather Risks And Rising Costs Will Dampen Upside Slightly
Key Takeaways Climate volatility, regulatory pressure, and rising costs present ongoing risks to yield stability, land expansion, and overall margins despite long-term demand tailwinds. Geographic and crop diversification offer resilience, but exposure to commodity price swings and limited financing options could suppress near-term profitability and project returns.
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R$22.00
FV
7.5% undervalued
intrinsic discount
3.86%
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
18 days ago
author updated this narrative
Lifestyle Communities
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Interest Rates And Mounting Discounts Will Cripple Future Performance
Key Takeaways Prolonged industry headwinds, including rising costs, oversupply, and evolving consumer preferences, are pressuring margins, sales, and long-term earnings potential. Tightening regulations and compliance demands risk further margin erosion and restrict the company's ability to sustain future growth.
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AU$4.50
FV
6.2% overvalued
intrinsic discount
7.15%
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
18 days ago
author updated this narrative
Krispy Kreme
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Global Urbanization And Digital Expansion Will Drive Premium Demand
Key Takeaways Aggressive global expansion, digital investments, and premium product innovation position the company for elevated brand visibility, sustained revenue growth, and superior customer engagement. Strategic shift to a franchise-focused, asset-light model and optimized logistics enhances margins, operational efficiency, and long-term capital returns.
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US$11.33
FV
72.8% undervalued
intrinsic discount
3.80%
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
18 days ago
author updated this narrative
Avantor
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Pharma Contracts And R&D Will Drive Growth Amid Price Pressures
Key Takeaways Strong demand from pharma and biotech, coupled with innovation and digital transformation, positions Avantor for sustained revenue and customer growth. Cost transformation and investment in specialized solutions are set to drive margin improvement and capitalize on higher-value market segments.
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US$14.12
FV
18.5% undervalued
intrinsic discount
2.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
Updated
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Federated Hermes
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Asset Infrastructure And ESG Trends Will Transform Markets
Key Takeaways Expansion in digital assets, alternative investments, and ESG offerings is expected to diversify revenue streams and broaden the client base. Demographic trends and demand for safety and yield position the firm for sustained growth in money markets and fixed income products.
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US$48.14
FV
6.5% overvalued
intrinsic discount
3.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
E.I.D.- Parry (India)
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
India Ethanol Expansion And Packaged Foods Will Secure Future Diversity
Key Takeaways Diversification into ethanol and packaged foods strengthens revenue stability and margin resilience, reducing reliance on sugar's cyclical nature. Favorable market dynamics, improved supply conditions, and potential policy changes could enhance core business profitability and support long-term growth.
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₹1.11k
FV
3.9% 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
8
users have followed this narrative
18 days ago
author updated this narrative
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