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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
76
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
19.2% 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
8
users have followed this narrative
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TE Connectivity
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Electrification And IoT Will Drive Advanced Connector Demand
Key Takeaways Deeply localized manufacturing and embedded design centers give TE Connectivity notable supply chain resilience and operational edge, supporting sustained margin expansion amid global trade challenges. Strong positioning in AI, industrial automation, EVs, and niche high-growth sectors enables accelerating revenue growth, high-margin mix, and durable market leadership as digital transformation matures.
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US$214.00
FV
6.5% undervalued
intrinsic discount
9.91%
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
21 days ago
author updated this narrative
Abu Dhabi Islamic Bank PJSC
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Fintech Competition Will Shape Future Markets
Key Takeaways Intensifying digital competition and regulatory challenges threaten to erode margins, compress fee-based income, and constrain future revenue growth. Heavy dependence on the UAE market increases vulnerability to local economic shifts and evolving regulatory requirements.
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د.إ21.71
FV
8.7% overvalued
intrinsic discount
10.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
AudioCodes
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI Voice And Cisco Webex Calling Will Forge Mixed Outlook
Key Takeaways AudioCodes is focusing on AI technology and expanding partnerships to drive revenue growth and enhance profitability through new market opportunities. Strategic manufacturing shifts and service innovations aim to protect margins and capture niche markets, supporting future financial performance.
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US$10.75
FV
7.3% undervalued
intrinsic discount
1.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
21 days ago
author updated this narrative
First Majestic Silver
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Integrating Los Gatos And Santa Elena Will Boost Enduring Value
Key Takeaways Integration of new mining assets and expanding exploration support stronger long-term growth, with operational synergies and increased resource potential driving higher production and asset value. Enhanced direct-to-customer sales, favorable market dynamics, and a supportive regulatory environment position the company for improved margins, revenue diversification, and reduced operational risk.
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CA$12.25
FV
5.9% undervalued
intrinsic discount
16.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
21 days ago
author updated this narrative
Virtu Financial
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Expanding Digital Assets And Energy Will Transform Global Trading Landscape
Key Takeaways Expansion into diverse asset classes and agency services is driving recurring revenue growth and broader market exposure. Investments in technology and disciplined capital allocation are increasing trading efficiencies, margins, and shareholder returns.
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US$45.00
FV
5.7% undervalued
intrinsic discount
-12.98%
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
21 days ago
author updated this narrative
Smoore International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investments In HNB And Atomization Technologies Will Expand Future Opportunities
Key Takeaways Enhancing management quality and R&D investments in high-growth areas like HNB are likely to boost productivity, effectiveness, and future revenue growth. Expanding technological advancements and aligning with regulations in key markets may stabilize and increase market presence and revenue growth potential.
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HK$17.03
FV
18.8% overvalued
intrinsic discount
12.29%
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
9 days ago
author updated this narrative
Kier Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Record GBP 11 Billion Order Book And Infrastructure Investments Will Drive Future Expansion
Key Takeaways Kier's focus on infrastructure and strategic investments in key sectors will drive volume and enhance future revenue and profit growth. Strong cash flow supports shareholder value through a share buyback, dividend policy, and investments in sustainable initiatives.
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UK£2.41
FV
15.2% undervalued
intrinsic discount
4.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
14
users have followed this narrative
Updated
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Credit Acceptance
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Improved Collections And Technology Will Secure Future Stability
Key Takeaways Credit Acceptance's enhanced collections and record loan portfolio growth contribute to improved revenue, cash flow stability, and future earnings potential. Investments in technology modernization and dealer support enhance operational efficiency and could improve margins and customer retention, supporting long-term growth.
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US$467.50
FV
0.5% undervalued
intrinsic discount
56.16%
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
Updated
narrative
Patterson-UTI Energy
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
US LNG Exports Will Advance Digital Drilling
Key Takeaways Leading-edge automation and clean technology offerings enable premium pricing, enhanced margins, and increased customer loyalty amid rising demand for advanced drilling solutions. Strategic acquisitions and tight premium asset supply support expanded service offerings, operational synergies, higher utilization, and stronger pricing discipline.
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US$7.60
FV
28.4% undervalued
intrinsic discount
-0.85%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
Updated
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