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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
6
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
New
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Advanced Micro Devices
NA
NateF
Community Contributor
Q3/4 Price Decline, 2025 Projections
Advanced Micro Devices (AMD) has demonstrated significant growth in the semiconductor industry, particularly in data centers, artificial intelligence (AI), and central processing units (CPUs). Analysts project continued expansion over the next 1-3 years, suggesting AMD could be a compelling investment opportunity.
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US$193.68
FV
10.0% undervalued
intrinsic discount
18.84%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 months ago
author updated this narrative
Olvi Oyj
SI
SIR
Community Contributor
Olvi Oyj: A Brewed Opportunity
The Brew: Olvi's success hinges on its ability to: Capitalize on the Finnish Market: As a leading player in Finland's mature beer market, Olvi benefits from strong brand loyalty and a well-established distribution network. Expand Internationally: Olvi's strategic acquisitions and partnerships have opened doors to new markets, particularly in Eastern Europe, where it has seen significant growth.
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€59.40
FV
44.3% undervalued
intrinsic discount
8.00%
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
6 months ago
author updated this narrative
Star Entertainment Group
LE
LeoChivo
Community Contributor
SGR Turn around or take over?
Catalysts: The company will remediate their issues with the government and get their casino licence back, however, this is likely to take many years. An external player makes a take over offer that investors can't refuse.
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AU$0.26
FV
68.5% undervalued
intrinsic discount
0.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
10 months ago
author updated this narrative
Profoto Holding
MA
Mandelman
Community Contributor
Profoto Holding to Launch New Products and Aim for Growth in Lighting and Imaging, but will growth come?
Catalysts New product launches, such as Pro-B3, D30, and the upcoming film industry product, could drive sales and earnings growth. Industry tailwinds in professional lighting and imaging could help, however currently no such signs in the reports.
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SEK 55.46
FV
62.9% undervalued
intrinsic discount
4.70%
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
5 months ago
author updated this narrative
Alphabet
UN
Unike
Community Contributor
I estimate GOOGL revenue to grow by 10.0% p.a. over the next 5 years resulting in a fair value of $268.59
Catalysts Most Immediate Catalyst (1–2 Years): AI Integration & Monetization: Google is aggressively integrating AI across its products (Search, Ads, Cloud, YouTube). If AI-powered search increases engagement and advertising efficiency, it could drive significant revenue per search improvements.
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US$171.36
FV
13.6% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
3
users have commented on this narrative
50
users have followed this narrative
3 months ago
author updated this narrative
SSAB
PI
PittTheYounger
Community Contributor
SSAB in pole position when it comes to the combination of steel tariffs and the EU's investment drive
Update as of 9 April: Just like any other basic resources stock, SSAB got hammered ever since the advent of Trump's reciprocal tariffs and their ongoing escalation down to recession fears; thus, as always with markets tumbling on a broad basis, it's no use to catch a falling knife. Once the current, all-out sell-off is over, however, I stick to SSAB's relatively positive prospects due to the catalysts as given below, since nothing has changed with the EU's investment agenda.
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SEK 86.87
FV
36.5% undervalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
64
users have followed this narrative
4 months ago
author updated this narrative
Cathay Pacific Airways
PI
PittTheYounger
Community Contributor
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.
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HK$9.15
FV
31.3% overvalued
intrinsic discount
5.50%
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
4 months ago
author updated this narrative
Progressive
WA
WallStreetWontons
Community Contributor
PGR: Pricing Flexibility and First-Mover Telematics Innovation Offers Steady Growth and Competition
Catalysts The Progressive Corporation (PGR) has several products and services that could significantly impact its sales and earnings: Personal Auto Insurance : This remains a core product for Progressive, contributing substantially to its revenue. Special Lines Products : These include insurance for motorcycles, ATVs, RVs, watercraft, and snowmobiles.
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US$399.21
FV
39.1% undervalued
intrinsic discount
13.10%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
10 months ago
author updated this narrative
Aris Mining
RO
RockeTeller
Community Contributor
Billionaire's Frank Guistra & when gold reaches $4,000/oz
To estimate Aris Mining's stock price if gold reaches $4,000 per oz, we’ll need to make a few assumptions based on current production, future expansions, and valuation. ### Key Assumptions: 1.
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CA$65.00
FV
83.7% undervalued
intrinsic discount
111.71%
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
8 months ago
author updated this narrative
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