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Community Investing Ideas
Global Weekly Picks
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
76
users have followed this narrative
New
narrative
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
96
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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Verbio
BR
Broke_Joe
Community Contributor
Verbio's Profits Could Surge Up To 16% Riding Global Clean Energy Wave
Verbio presents a compelling mid- to long-term investment case in the renewable energy and biofuels sector, benefiting from global decarbonization trends, favorable regulation, and its strong technological platform in advanced biofuels. The company's unique position in biomethane and biodiesel, combined with its integrated production and feedstock flexibility, allows it to scale efficiently.
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€30.28
FV
65.2% undervalued
intrinsic discount
12.00%
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
3 months ago
author updated this narrative
A.P. Møller - Mærsk
TI
TimB
Community Contributor
A steady ship in a sea of volatile revenues
Revenue and earnings are very unpredictable in short time-frames, and the current stock price reflects this. However, management has demonstrated that they can run it very effectively over the long run.
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DKK 15.57k
FV
10.4% undervalued
intrinsic discount
8.00%
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
about 1 month ago
author updated this narrative
First Capital Holdings
KI
Kiru
Community Contributor
First Capital Holdings set to rally with 23% revenue boost
And did I mentioned the employers almost doubled from 90 to 160.. Since 2023 -
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LK₨69.81
FV
45.7% undervalued
intrinsic discount
27.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Solid Försäkringsaktiebolag
MO
Money_Island
Community Contributor
High dividend small cap with growth + share buybacks
The non-life insurance company Solid Försäkring sells various types of niche insurance. Over 50 percent of the company's earnings come from various security insurance policies linked to unsecured loans at the former parent company Resurs.
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SEK 88.00
FV
15.6% undervalued
intrinsic discount
4.64%
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
13 days ago
author updated this narrative
MERLIN Properties SOCIMI
KA
kapirey
Community Contributor
Merlin Properties Will Embrace the Digital Age with Data Center Expansion
Merlin Properties: A Strategic Pivot Toward the Digital Future In 2025, Merlin Properties, one of the Iberian Peninsula’s leading real estate investment trusts (REITs), is undergoing a transformative phase. Traditionally known for its robust portfolio of offices, logistics centers, and shopping malls, Merlin has now set its sights on the digital frontier: data centers.
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€9.07
FV
46.2% overvalued
intrinsic discount
10.00%
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
3 months ago
author updated this narrative
Scandinavian Tobacco Group
KA
kapirey
Community Contributor
Challenging Future for STG as Organic Sales Decline by 8.8%
Key Financial Results (Q1 2025) Reported net sales : DKK 2.0 billion ( +1.3% year-over-year ). Organic net sales growth : -8.8% , due to: Lower consumption of handmade cigars in the U.S. End of online distribution of ZYN in the U.S. Temporary supply issues caused by SAP implementation in European factories.
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DKK 93.14
FV
7.0% undervalued
intrinsic discount
-7.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 2 months ago
author updated this narrative
1911 Gold
AG
Agricola
Community Contributor
A case for TSXV:AUMB to reach USD$2.69 (CAD$3.70) by 2030 (15X).
Stock Analysis: 1911 Gold Corporation (TSXV:AUMB) Company Overview 1911 Gold Corporation is a Canada-based junior mining company focused on gold exploration and development, primarily in Manitoba’s Rice Lake greenstone belt. Its flagship asset is the True North Complex in Bissett, Manitoba, which includes a past-producing mine and mill with over 2 million ounces of historical gold production.
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CA$3.70
FV
92.8% undervalued
intrinsic discount
0%
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
about 2 months ago
author updated this narrative
Microsoft
BR
Broke_Joe
Community Contributor
Microsoft's Evolution Will Drive Revenue to New Heights Fueled by AI
Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.
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US$360.00
FV
45.0% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
2
users have commented on this narrative
52
users have followed this narrative
3 months ago
author updated this narrative
Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
17.6% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
3 months ago
author updated this narrative
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