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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
7
users have commented on this narrative
56
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
28.9% 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
88
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
20.8% 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
13
users have followed this narrative
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WH Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Cost Efficiency And New Products Will Revitalize Meat Segments
Key Takeaways WH Group's focus on cost efficiency, optimized product mix, and value products aims to regain market share and stimulate revenue growth despite weak demand. Strategies in digitalization, restructuring sales, and reducing commodity volatility are expected to enhance margins, stabilize earnings, and boost profitability.
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HK$8.63
FV
5.7% undervalued
intrinsic discount
2.27%
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
10 days ago
author updated this narrative
1508
China Reinsurance (Group)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And EV Insurance Will Open New Markets
Key Takeaways Innovative products in climate change and EV insurance could enhance revenue by addressing unmet demand and emerging risks. Focus on digital transformation and global expansion may improve operational efficiency and boost revenue growth in strategic regions.
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HK$1.21
FV
17.6% overvalued
intrinsic discount
5.21%
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
Updated
narrative
Texas Pacific Land
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Permian Risks And Water Services Will Shape Future Prospects
Key Takeaways Reliance on oil royalties and Permian Basin activity faces long-term risks from decarbonization, reserve declines, and regulatory challenges, threatening growth and margin stability. Investor optimism discounts headwinds from restrictive ESG trends, water scarcity, and rising regulatory scrutiny, jeopardizing valuation and future financial performance.
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US$921.93
FV
5.9% undervalued
intrinsic discount
7.16%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
6
users have followed this narrative
30 days ago
author updated this narrative
DouYu International Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Monetization And Mobile Entertainment Will Unlock Value
Key Takeaways Diversification into innovative segments and digital monetization is strengthening revenue streams and reducing reliance on declining areas. Operational cost optimization and AI-driven efficiency initiatives are supporting margin improvement and earnings resilience.
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US$7.35
FV
0.9% overvalued
intrinsic discount
-4.95%
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
about 7 hours ago
author updated this narrative
Forterra
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Desford And Wilnecote Capacity Investments Will Secure UK Housebuilding Recovery
Key Takeaways Strategic investment in automation, capacity expansion, and sustainable products positions Forterra to capture market share and benefit from a recovering UK construction sector. Disciplined exit from noncore activities and energy cost management supports stronger margins, cash flow, and earnings stability.
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UK£2.36
FV
15.8% undervalued
intrinsic discount
8.08%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
Updated
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Dexterra Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
US Facility Management And Mobile Camps Will Unlock New Horizons
Key Takeaways Strategic acquisitions and service integration are expanding market reach, recurring revenue, and margin accretion across North America. Operational efficiency and a robust contract pipeline enhance earnings resiliency and support long-term revenue and cash flow stability.
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CA$12.79
FV
23.1% undervalued
intrinsic discount
7.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
Updated
narrative
Chennai Petroleum
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Improved Operations And New Value-added Products Will Secure Success
Key Takeaways Transition to Schedule A status grants operational freedom, potentially improving efficiency and boosting earnings. Introduction of new products and projects, like a new refinery JV, offer growth and enhanced revenue streams.
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₹670.00
FV
4.0% undervalued
intrinsic discount
9.71%
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
about 4 hours ago
author updated this narrative
Oscar Health
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
ACA Uncertainties And Digital Efficiencies Will Shape Future Outcomes
Key Takeaways Higher claims costs and evolving policy risks threaten profitability and future membership growth, despite efforts to reprice plans and leverage digital adoption trends. Regulatory shifts and industry consolidation could inflate expenses and hinder Oscar's ability to realize anticipated technology-driven cost advantages and margin improvements.
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US$11.29
FV
34.3% overvalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
85
users have followed this narrative
1 day ago
author updated this narrative
Tapestry
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Brand Investments Will Fortify Customer Engagement In Europe And Greater China
Key Takeaways Targeting Gen Z and millennials, alongside strategic brand investments, aims to boost long-term growth and customer retention through elevated revenues. Cost efficiencies and product line expansion intend to enhance gross margins and market share, supporting diversified growth across Tapestry's brand portfolio.
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US$106.39
FV
2.0% overvalued
intrinsic discount
2.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
22
users have followed this narrative
Updated
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