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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
66
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
35
users have liked this narrative
6
users have commented on this narrative
94
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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Mastercard
CO
codepoet
Community Contributor
A fortress-like financial tech company riding global digital payments and fintech innovation waves
1. Global Payments Backbone with Scale & Reach Mastercard’s network processes over $8 trillion in annual purchase volume , powered by relationships with banks, merchants, businesses, and governments in more than 200 countries.
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US$500.00
FV
14.9% overvalued
intrinsic discount
3.13%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Taiwan Semiconductor Manufacturing
CO
codepoet
Community Contributor
The silent giant behind virtually every advanced chip powering AI, smartphones, and modern infrastructure.
1. The Foundry King: The Core of Modern Tech TSMC invented the dedicated foundry model in 1987 and today commands ~50% global market share, manufacturing chips for clients like Apple, Nvidia, AMD, Qualcomm, and others.
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US$306.00
FV
21.0% undervalued
intrinsic discount
67.20%
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
8 days ago
author updated this narrative
Cheesecake Factory
ZW
Zwfis
Community Contributor
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.
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US$73.83
FV
16.6% undervalued
intrinsic discount
14.51%
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
8 days ago
author updated this narrative
Broadcom
CO
codepoet
Community Contributor
A tech powerhouse quietly powering the world’s AI infrastructure.
1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.
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US$225.00
FV
35.5% overvalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
META
Meta Platforms
CO
codepoet
Community Contributor
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.
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US$850.00
FV
9.5% undervalued
intrinsic discount
10.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
8 days ago
author updated this narrative
NVIDIA
CO
codepoet
Community Contributor
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.
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US$170.00
FV
7.5% overvalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 days ago
author updated this narrative
Alphabet
CO
codepoet
Community Contributor
The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.
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US$237.00
FV
15.0% undervalued
intrinsic discount
10.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
8 days ago
author updated this narrative
Microsoft
CO
codepoet
Community Contributor
The tech giant that’s so deeply embedded in modern life, you probably interacted with it before your first cup of coffee today.
1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.
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US$600.00
FV
13.0% undervalued
intrinsic discount
11.51%
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
8 days ago
author updated this narrative
Airtel Africa
WA
WaneInvestmentHouse
Community Contributor
Q2 Result - Strong operating and financial performance reflects effective execution of strategy and consistent demand across our markets
Here’s a concise earnings summary and investment highlight based on Airtel Africa’s Q2 2025 performance : Airtel Africa Q2 2025 Results – Strong Operational Performance ✅ Key GAAP Highlights (YoY Growth) Revenue: $1.42bn (+22.4%) Operating Profit: $446m (+33.0%) Profit After Tax: $156m (+408%) Basic EPS: 3.4 cents (+1832%) Net Cash from Operations: $568m (+37.4%) ✅ Alternative Performance Metrics EBITDA: $679m (+29.8%; +32.7% in constant currency) EBITDA Margin: 48.0% (+276 bps) EPS (Before Exceptional Items): 3.4 cents (+48.6%) Operating Free Cash Flow: $558m (+48.4%) Takeaways Airtel Africa delivered strong top-line and bottom-line growth across all key metrics. Profit after tax surged 4x , driven by higher margins and operating leverage.
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₦1.80k
FV
28.4% overvalued
intrinsic discount
0.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
8
users have followed this narrative
Updated
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