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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
71
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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Ameresco
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Increasing Demand And Government Incentives Will Drive Energy Expansion
Key Takeaways Rising demand for advanced energy infrastructure and supportive government policies are driving Ameresco's pipeline growth, expanding margins, and improving revenue predictability. Increased recurring contract income, market diversification, and disciplined project selection enhance earnings stability, while investment in new technologies opens higher-margin opportunities.
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US$25.78
FV
22.0% undervalued
intrinsic discount
9.05%
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
Updated
narrative
Trimble
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Cloud And AI Adoption Will Boost Infrastructure Modernization
Key Takeaways Expanding cloud-based, AI-driven software and shifting to subscription models boost recurring revenues, margin performance, and long-term earnings predictability. Infrastructure growth, targeted acquisitions, and better SMB and enterprise penetration drive sustained demand and accelerate revenue and margin expansion.
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US$87.63
FV
4.4% undervalued
intrinsic discount
3.97%
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
Updated
narrative
Forrester Research
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Generative AI Research Will Expand Opportunities Amid Challenges
Key Takeaways Growing focus on AI-driven research, digital transformation, and new frameworks drives stronger client engagement, subscription growth, and pricing power. Greater government contract wins, operational improvements, and longer client contracts support revenue diversification, stability, and improved future profit outlook.
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US$12.00
FV
16.8% undervalued
intrinsic discount
-0.40%
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
Updated
narrative
Godawari Power & Ispat
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Steel And Battery Investments Will Drive India's Infrastructure Expansion
Key Takeaways Investments in value-added steel products and captive mining boost margins, diversify revenues, and enhance operational resilience amid robust infrastructure growth. Entry into battery energy storage container manufacturing creates a promising non-steel growth path, leveraging renewable adoption and import-substituting policy support.
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₹210.00
FV
10.5% undervalued
intrinsic discount
16.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
24
users have followed this narrative
Updated
narrative
Life360
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Family Super App Will Expand Global Reach With Tile Integration
Key Takeaways Expansion into international markets and strategic partnerships are expected to drive significant revenue growth and enhance brand visibility. Integration of innovative products and advancements in advertising platform are anticipated to create new revenue streams and optimize net margins.
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AU$38.88
FV
2.5% undervalued
intrinsic discount
21.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
37
users have followed this narrative
3 days ago
author updated this narrative
Prudent Advisory Services
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Digital Penetration And Branch Expansion Will Fuel Organized Investment
Key Takeaways Expanding digital platforms, geographic presence, and diversified offerings strengthen client reach, boost cross-sell potential, and enhance operational efficiency for long-term growth. Increased regulatory transparency and compliance reinforce leadership position, improving client retention and supporting sustained revenue and margin stability.
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₹2.98k
FV
11.6% undervalued
intrinsic discount
18.94%
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
Richardson Electronics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Electrification, Automation And Renewables Will Unlock Future Value
Key Takeaways Rising global electrification and automation are driving strong, diversified demand for Richardson's engineered energy and display solutions, supporting sustained revenue growth. Investment in proprietary high-margin products and technical expertise is deepening competitive advantages, improving margins, and positioning Richardson for substantial future earnings upside.
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US$11.50
FV
16.6% undervalued
intrinsic discount
8.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
4 days ago
author updated this narrative
Viva Energy Group
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Growing EV Shift Will Expose Legacy Refining To Mounting Risks
Key Takeaways Transition to electric vehicles and alternative fuels threatens core fuel sales, undermining future growth as demand for petrol and diesel declines. Reliance on ageing refinery assets and rising compliance costs increase earnings volatility and may compress margins amid intensifying competition and stricter regulations.
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AU$2.00
FV
3.0% overvalued
intrinsic discount
-3.25%
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
8 days ago
author updated this narrative
SPAR Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Declining Footfall And European Losses Will Squeeze Retail Margins
Key Takeaways Dependence on traditional formats and underinvestment in technology heighten risks to competitiveness, operational efficiency, and long-term earnings quality. Structural challenges in international operations and margin compression from discount competition threaten profitability and potential for sustainable growth.
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R111.00
FV
4.2% undervalued
intrinsic discount
0.29%
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
8 days ago
author updated this narrative
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