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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
23
users have liked this narrative
6
users have commented on this narrative
50
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
31.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
86
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
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
12
users have followed this narrative
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Berger Paints India
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Rising Regulation And Shifting Trends Will Hurt Decorative Paints
Key Takeaways Shifting consumer habits and alternative wall technologies threaten long-term growth, reducing revenue visibility and weakening the core market for decorative paints. Rising compliance demands, volatile raw material costs, and heavy reliance on the decorative segment create sustained margin pressure and heighten risk of market share loss.
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₹415.00
FV
31.4% overvalued
intrinsic discount
8.52%
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
15 days ago
author updated this narrative
AAK AB (publ.)
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Falling Food Ingredients Volumes And Cost Pressures Will Test Margins
Key Takeaways Shifting consumer preferences, regulatory pressures, and rising input costs threaten revenue growth, margins, and long-term profitability. Increasing competition and reduced customer dependency risk weakening sales volumes, bargaining power, and diversification benefits.
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SEK 245.00
FV
3.0% overvalued
intrinsic discount
-1.34%
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
15 days ago
author updated this narrative
Mayr-Melnhof Karton
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Sustainable And E-Commerce Trends Will Expand Recyclable Packaging Opportunities
Key Takeaways Operational efficiencies and proactive capacity management position the company for outsized profitability and market share gains as industry conditions improve. Ongoing innovation, regulatory tailwinds, and strategic acquisitions enable strong, sustained revenue growth and long-term market leadership in sustainable packaging.
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€115.00
FV
34.1% undervalued
intrinsic discount
1.95%
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
15 days ago
author updated this narrative
VerticalScope Holdings
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
AI Translations And Direct Channels Will Empower Secular Digital Advertising
Key Takeaways Strong AI-driven engagement, direct traffic strategies, and platform investments position VerticalScope for above-expected user growth, retention, and monetization. Ownership of niche communities and privacy trends favor stronger digital advertising, affiliate, and subscription revenue streams for sustainable, diversified earnings expansion.
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CA$8.83
FV
57.4% undervalued
intrinsic discount
-3.47%
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
15 days ago
author updated this narrative
Orange Polska
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digitalization And 5G Will Unlock Smart City Potential
Key Takeaways Rapid digital transformation, 5G expansion, and dominant fiber infrastructure are driving higher efficiency, market share, and untapped revenue growth opportunities. Sector consolidation, regulatory support, and focus on high-value segments strengthen competitive positioning and sustain profitability improvements.
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zł10.80
FV
19.9% undervalued
intrinsic discount
3.73%
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
15 days ago
author updated this narrative
Evolution Petroleum
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global Energy Demand And Technological Advances Will Fuel Lasting Production
Key Takeaways Ability to source undervalued, low-decline assets and reduce operating costs positions Evolution for superior revenue growth and sustained margin improvements over peers. Focus on gas-weighted development, robust hedging, and data-driven efficiencies enables significant upside in revenues and organic production amid rising global energy demand.
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US$8.25
FV
41.5% undervalued
intrinsic discount
3.02%
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
15 days ago
author updated this narrative
Norwegian Air Shuttle
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Widerøe Integration And Digital Progress Will Drive Sustainable Air Travel
Key Takeaways Strong operational execution, strategic fleet ownership, and integration of Widerøe position Norwegian for above-peer revenue growth, earnings resilience, and organic network optimization. Robust financial health and proactive sustainability initiatives empower industry-leading shareholder returns, premium pricing, and durable regulatory and margin advantages.
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NOK 19.00
FV
13.3% undervalued
intrinsic discount
7.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
Permanent TSB Group Holdings
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Digital Adoption And Urbanisation Will Expand Irish Banking
Key Takeaways Rapid digital adoption and strategic transformation position the bank for significant revenue growth, cost efficiency, and sustainable profitability gains above consensus expectations. Enhanced market position, sector consolidation benefits, and leadership in green lending set the stage for outsized growth in core and emerging banking segments.
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€3.00
FV
28.0% undervalued
intrinsic discount
4.25%
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
15 days ago
author updated this narrative
Currys
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Transformation And Omnichannel Evolution Will Shape Consumer Habits
Key Takeaways Expansion into recurring services and adjacent categories positions Currys for accelerated margin growth and access to significantly higher revenue opportunities. Strong digital capabilities and leadership in smart technologies enhance customer loyalty, supporting resilient earnings and structural outperformance over traditional retailers.
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UK£1.80
FV
37.3% undervalued
intrinsic discount
3.47%
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
15 days ago
author updated this narrative
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