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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
17
users have liked this narrative
4
users have commented on this narrative
39
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
21
users have liked this narrative
4
users have commented on this narrative
57
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
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Grupo Mateus
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Brazil Retail Expansion Will Unlock New Urban Markets
Key Takeaways Expansion in underserved Brazilian regions and disciplined store strategy support sustained growth, stronger productivity, and long-term profitability improvements. Margin resilience is underpinned by efficiency gains, channel transformation, and conservative financial management, enabling benefits from formalization and industry consolidation.
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R$9.31
FV
20.8% undervalued
intrinsic discount
18.36%
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
13 days ago
author updated this narrative
Wallenstam
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Stockholm And Gothenburg Demand Will Drive Future Expansion
Key Takeaways High occupancy rates and ongoing residential project development support stable rental income, revenue growth, and resilience in key urban markets. Investments in renewable energy and efficiency, alongside disciplined capital return, drive margin expansion and signal strong future earnings potential.
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SEK 44.80
FV
0.3% undervalued
intrinsic discount
6.40%
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
13 days ago
author updated this narrative
Burford Capital
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Litigation Finance Adoption And Global Diversification Will Unlock Potential
Key Takeaways Growing acceptance of litigation finance and portfolio diversification positions the company for sustained revenue growth and margin expansion. Strong cash generation and realization from mature case assets support rapid capital redeployment and improved predictability of future earnings.
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US$19.70
FV
35.4% undervalued
intrinsic discount
12.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
13 days ago
author updated this narrative
Kojamo Oyj
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Helsinki Urban Migration And Digitalization Will Transform Rental Markets
Key Takeaways Strong urbanization and persistent housing supply constraints support higher occupancy, rent growth, and long-term revenue gains in core Finnish markets. Digitalization and operational enhancements enhance tenant retention, drive efficiency, and position the company for margin expansion and stable profitability.
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€10.77
FV
0.8% overvalued
intrinsic discount
1.12%
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
13 days ago
author updated this narrative
Sacyr
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Global Concession Wins Will Open Sustainable Markets
Key Takeaways Strategic global concession wins and focus on sustainable infrastructure are expanding Sacyr's market presence and recurring, inflation-linked revenues. Divestment of non-core assets and investment in digital and environmental solutions are streamlining operations and driving profitability.
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€4.16
FV
15.9% undervalued
intrinsic discount
2.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
13 days ago
author updated this narrative
Jamjoom Pharmaceuticals Factory
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Facilities In Jeddah Egypt And Algeria Will Expand MENA Markets
Key Takeaways Expanding production capacity, strategic market entries, and international partnerships are driving operational efficiency, revenue growth, and geographic diversification. Shifting toward high-margin branded generics and specialty drugs, supported by a strong product pipeline, is boosting profitability and positioning for sustained earnings growth.
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ر.س178.20
FV
8.4% undervalued
intrinsic discount
13.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
13 days ago
author updated this narrative
Athens International Airport
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Air Traffic Expansion Will Confront Margin Squeeze
Key Takeaways Management guidance for slower growth and rising costs challenges optimistic forecasts for revenue, margin expansion, and earnings resilience. Heavy reliance on international tourism and increased sustainability investments expose the business to macroeconomic and regulatory risks not fully reflected in market expectations.
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€9.90
FV
3.0% overvalued
intrinsic discount
1.81%
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
13 days ago
author updated this narrative
Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł105.46
FV
96.8% overvalued
intrinsic discount
5.81%
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
13 days ago
author updated this narrative
TAURON Polska Energia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Coal Normalization And Renewable Investments Will Redefine Energy Dynamics
Key Takeaways Current profitability is unsustainable as coal-fired generation benefits and regulatory incentives are likely to fade, putting future margins and returns under pressure. Structural challenges in scaling renewables, increased competition, and stricter decarbonization mandates threaten long-term growth and could erode traditional revenue streams.
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zł6.65
FV
21.9% overvalued
intrinsic discount
-4.45%
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
13 days ago
author updated this narrative
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