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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
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% 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
85
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
19.2% 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
11
users have followed this narrative
New
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MTN Nigeria Communications
WA
WaneInvestmentHouse
Community Contributor
MTN H1/Q2 Result – Strong Recovery with Margin Expansion Amid Cost Headwinds
MTN Nigeria has delivered a remarkable turnaround in H1 2025, with a profit after tax of ₦414.86 billion, compared to a loss of ₦519.06 billion in H1 2024. This rebound is primarily driven by strong revenue growth, operational efficiency, and the absence of last year’s severe foreign exchange losses.
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₦400.57
FV
19.8% overvalued
intrinsic discount
12.96%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
14
users have commented on this narrative
26
users have followed this narrative
Updated
narrative
Conoil
WA
WaneInvestmentHouse
Community Contributor
Conoil Plc Q2/H1 Result: Sharp Earnings Decline Highlights Margin Pressures Amid Revenue Contraction
Conoil Plc Q2/H1 Result: Sharp Earnings Decline Highlights Margin Pressures Amid Revenue Contraction Conoil Plc’s H1 2025 results show a steep decline in profitability , with profit before tax plunging by 88.8% YoY to ₦1.15 billion , driven by a 20.4% drop in revenue and persistent cost-side pressures. Earnings per share (EPS) contracted sharply to ₦1.30 from ₦11.56 , eroding investor value.
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₦200.00
FV
17.3% overvalued
intrinsic discount
22.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Sterling Financial Holdings
WA
WaneInvestmentHouse
Community Contributor
Sterling Financial Holdings Company Plc – H1 2025 Performance Review
Sterling Financial Holdings Company Plc – H1 2025 Performance Review Thesis: Sterling Financial Holdings Company Plc (Sterling Holdings) demonstrated a strong financial performance in H1 2025, marked by significant growth in profitability and operational efficiency. These results affirm the company's solid fundamentals and robust growth trajectory, supporting a positive investment outlook with moderate caution due to rising cost pressures and macro-financial risks.
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₦7.07
FV
10.3% overvalued
intrinsic discount
53.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
QuantumScape
DA
davidlsander
Community Contributor
An amazing opportunity to potentially get a 100 bagger
QuantumScape: From Ambitious Science to the Cusp of a Battery Revolution Links to my detailed research videos https://www.youtube.com/playlist?list=PLTxyzjHIS6phTvuEN20Iv5uA1g9qLcmc5 QuantumScape (QS) , a company that for years was often dismissed as a mere "science project" by skeptics, has definitively transformed into a formidable business on the verge of real-world impact1.... Having chosen the "Hard Path" to tackle fundamental battery challenges, QuantumScape's journey, spanning over a decade and fueled by approximately $1.5 billion in funding (with roughly $300 million strategically deployed to date), is now poised for commercial success3....
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US$0
FV
52.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
5
users have commented on this narrative
61
users have followed this narrative
Updated
narrative
ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
28.8% undervalued
intrinsic discount
9.00%
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
New
narrative
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×.
View narrative
US$120.72
FV
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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.
View narrative
US$1.00k
FV
30.9% 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
85
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.
View narrative
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
11
users have followed this narrative
New
narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
5.3% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
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