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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
66
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
28.0% 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
94
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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Forward Air
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Technology And Integration Will Drive Global Logistics Expansion
Key Takeaways Integration of diverse logistics services, global expansion, and strategic cross-selling position Forward Air for substantial long-term growth. Operational efficiencies from technology investments and improved pricing discipline are set to enhance margins and network profitability.
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US$36.00
FV
16.0% undervalued
intrinsic discount
3.89%
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
2 days ago
author updated this narrative
Lindblad Expeditions Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Experiential Travel And Sustainability Initiatives Will Drive Future Success
Key Takeaways Strong demand for adventure travel and new partnerships, coupled with expanded offerings, are poised to boost revenue growth and customer retention. Sustainability initiatives and operational efficiencies support premium pricing, higher margins, and long-term brand differentiation in the luxury and eco-conscious travel market.
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US$15.33
FV
19.4% undervalued
intrinsic discount
8.46%
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
2 days ago
author updated this narrative
Thryv Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
SMB Digital Shift And Cloud Transformation Will Unlock Value
Key Takeaways Expansion into digital SaaS solutions and targeted industry offerings is boosting customer retention, recurring revenue, and profitability through increased multiproduct adoption. Reduced debt obligations and possible reclassification as a software company position Thryv for higher investment capacity and improved market valuation.
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US$21.75
FV
40.8% undervalued
intrinsic discount
-5.78%
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
2 days ago
author updated this narrative
ATRenew
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Digitalization And Recycling In China Will Drive Sustainable Expansion
Key Takeaways Growing sustainability awareness, digitalization, and rapid device turnover are increasing supply and demand for ATRenew's electronics recycling and trade-in platform in China. Expanded store network, proprietary technology, and key partnerships enhance market reach, customer loyalty, and profitability as the circular economy gains traction.
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US$5.00
FV
28.0% undervalued
intrinsic discount
22.69%
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
2 days ago
author updated this narrative
Malibu Boats
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Product Development And Category Expansion Will Build Future Value
Key Takeaways Expanding product offerings and brand portfolio lowers market cycle risks and stabilizes earnings by appealing to broader customer segments. Focus on innovation, technology, and operational efficiency supports premium pricing, margin growth, and resilience amid economic challenges.
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US$36.14
FV
11.7% undervalued
intrinsic discount
7.18%
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
2 days ago
author updated this narrative
ADS-TEC Energy
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Owning Charging Sites Will Unlock Global Electrification Trends
Key Takeaways Expansion into owning and operating charging and storage sites creates multi-revenue streams and strengthens recurring, higher-margin income sources. Rapid customer base growth and entry into North America position the company for accelerated growth as global electrification increases.
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US$18.00
FV
35.9% undervalued
intrinsic discount
60.14%
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
2 days ago
author updated this narrative
BrightSpire Capital
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Loan Originations Will Expand With Urban ECommerce And Multifamily Momentum
Key Takeaways Redeployment of capital and strategic exit from underperforming assets are positioned to strengthen portfolio quality and support loan book and revenue growth. Secular demand trends and increased investor appetite for commercial real estate debt are boosting origination opportunities and enhancing earnings stability.
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US$6.42
FV
16.9% undervalued
intrinsic discount
-1.90%
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
2 days ago
author updated this narrative
SunOpta
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Health And Plant-Based Trends Will Drive Capacity Expansion
Key Takeaways Growing demand for healthy, plant-based products and increased manufacturing capacity position SunOpta for sustained revenue growth and margin improvement. Shift toward higher-margin products and strong pricing power support profitability and earnings stability while mitigating risk from input cost pressures.
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US$9.60
FV
34.8% undervalued
intrinsic discount
9.38%
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
2 days ago
author updated this narrative
Westrock Coffee
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expanded Production And Vertical Integration Will Create Future Opportunities
Key Takeaways Investments in scalable manufacturing and data-driven efficiency are driving top-line growth, margin expansion, and improved profitability with room for further operational gains. Vertical integration and sustainable sourcing leadership increase pricing power, margin stability, and resilience, positioning the company well in a growing premium and ESG-focused market.
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US$10.60
FV
34.1% undervalued
intrinsic discount
19.67%
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
2 days ago
author updated this narrative
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