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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
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
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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PATL
Patria Logistica Fundo De Investimento Imobiliario
SA
SandroM
Community Contributor
NOK - Desconto bom, boa geracao de renda, localizacao ruim, mono-inquilino, RG atrasado.
Take away: Desconto bom, boa geracao de renda, porem localizacao dos imovies, monoinquilino nos imoveis de Jundia e relatorio gerencial atrasado fazem com que esse fundo nao atenda os criterios minimos para investimento. O Fundo tem por objetivo a obtenção de renda e eventual ganho de capital, a serem obtidos mediante investimento de, no mínimo, 2/3 do seu PL: (i) diretamente, mediante a aquisição de imóveis logísticos ou industriais, construídos ou em construção localizados no território nacional, e/ou direitos reais sobre tais imóveis, (b) cotas de FIIs, que invistam no mínimo 2/3 do seu PL em Imóveis, de forma direta ou de forma indireta, por meio da aquisição de SPE que invista em Imóveis; (c) cotas de FIPs, que invistam em SPE que tenha por objeto investir em Imóveis; (d) CRIs, e (e) outros valores mobiliários 22-09-2024 Preco: OK - desconto de 38%.
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R$98.34
FV
43.9% undervalued
intrinsic discount
0%
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
11 months ago
author updated this narrative
SSF Home Group Berhad
ON
Ontological
Community Contributor
Cozy Comfort for a Portfolio-SSF Home Group Bhd
Catalysts 1. SSF Home Group Berhad (Bursa Malaysia: 0287) listed on the Bursa Malaysia 12 October 2023 2.
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RM 0.48
FV
18.8% undervalued
intrinsic discount
20.00%
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
8 months ago
author updated this narrative
Roche Holding
BA
bazza
Community Contributor
Roche Holding will see a 4.2576% revenue growth shaking the market
Valuation ### **Analyse der Roche Jahreszahlen 2024: Wachstum setzt sich fort, Herausforderungen bleiben_20250130 #### Zusammenfassung der Ergebnisse Roche hat für das Jahr 2024 ein solides Wachstum von 7 % auf 60,5 Mrd. CHF erzielt, was die Erwartungen leicht übertroffen hat.
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CHF 302.06
FV
18.4% undervalued
intrinsic discount
5.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
6 months ago
author updated this narrative
Advanced Micro Devices
YI
yiannisz
Community Contributor
AMD’s Game-Changing Q3 Highlights
Advanced Micro Devices, Inc. (AMD) continues to thrive in the semiconductor industry, leveraging strategic expansions and innovations against surging demand driven by AI and data center growth.
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US$200.00
FV
13.8% undervalued
intrinsic discount
15.01%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
9 months ago
author updated this narrative
Dolly Varden Silver
RO
RockeTeller
Community Contributor
Silver at $100/oz
Dolly Varden Silver: Valuation and Potential Analysis Key Metrics: Resource Estimate: Dolly Varden: 50M oz silver (300 gpt). Homestake Ridge: 1M oz gold (4.5 gpt) + 20M oz silver.
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CA$20.00
FV
75.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
2
users have commented on this narrative
5
users have followed this narrative
8 months ago
author updated this narrative
AT&T
GO
Goran_Damchevski
Equity Analyst
Stabilization And Incremental Progress Will Unlock Value
Key Takeaways AT&T is emerging from an unstable phase with questionable performance and a large debt burden. Sentiment will pick up as the company demonstrates fundamental improvements and recapitalizes its structure.
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US$32.12
FV
12.6% undervalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
12
users have followed this narrative
about 1 year ago
author updated this narrative
Spotify Technology
RI
Richard_Bowman
Equity Analyst and Writer
Ad Revenue and Margin Improvement Will Lead to Stronger Cash Flows
Key Takeaways Premium revenue to be kept in check by competition and market saturation. Gross margin will improve, but remain below 30%.
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US$222.00
FV
209.3% overvalued
intrinsic discount
17.45%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
11 months ago
author updated this narrative
Iridium Communications
LA
latentbiologist
Community Contributor
IRDM: Leveraging Satelles Synergies with Opportunistic Buybacks for Long-Term Growth
Investment Thesis : Iridium Communications (IRDM) represents a compelling long-term investment opportunity driven by its strategic positioning in the satellite communications industry and its recent acquisition of Satelles. This acquisition enables Iridium to leverage its existing infrastructure to capitalize on the growing demand for secure positioning, navigation, and timing systems (PNTS) as alternatives to aging GPS technology.
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US$38.60
FV
38.5% undervalued
intrinsic discount
3.87%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
45
users have followed this narrative
8 months ago
author updated this narrative
Pandora
SW
swift11
Community Contributor
The accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.
U.S. jewelry sales advanced a tepid 1.3% in 2024, driven primarily by price increases as the number of units sold dropped 1.6%, according to industry analyst Edahn Golan of Tenoris. Yet, while American consumers largely hit the pause button on new jewelry purchases, the accessible-luxury jewelry brand Pandora posted 8% same-store sales growth in the U.S. last year.
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DKK 1.60k
FV
35.4% undervalued
intrinsic discount
7.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
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