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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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SFL
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Vessel Upgrades Will Attract Long-Term Charters Amid Market Uncertainties
Key Takeaways Stable future cash flows are ensured by a strong charter backlog with investment-grade customers, enhancing revenue stability and earnings visibility. Investments in vessel upgrades and successful refinancing increase operational efficiency and financial flexibility, supporting growth and profitability.
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US$11.30
FV
18.7% undervalued
intrinsic discount
-3.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
4 days ago
author updated this narrative
LTC Properties
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Modern Senior Housing Portfolio Will Build Future Stability
Key Takeaways Expansion into modern senior housing and asset recycling improves rent growth, operational efficiency, and positions the company for long-term value and earnings growth. Strong operator partnerships and disciplined acquisitions of high-quality assets drive stable rental income, lower operational risk, and enhance long-term dividend potential.
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US$37.33
FV
4.0% undervalued
intrinsic discount
17.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
28
users have followed this narrative
4 days ago
author updated this narrative
Steelcase
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Modernized Workspace Demand And ERP Implementation Will Transform Operations
Key Takeaways Strong demand for modernized workspaces and growth in education and healthcare sectors supports potential revenue growth. Implementing operational efficiencies and new technologies aims to reduce costs and improve competitiveness, boosting margins and earnings.
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US$16.25
FV
2.3% undervalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Photronics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Shift To High-End IC Markets Will Offset Challenges From Industry Softness
Key Takeaways Shifting to higher-end IC markets and expanding US capacity could enhance margins and capitalize on regional opportunities. AI-driven demand and strong cash position enable strategic investments and revenue growth potential.
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US$31.00
FV
34.8% undervalued
intrinsic discount
1.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
Skyward Specialty Insurance Group
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Digital Risks And Specialty Insurance Will Unlock Opportunities
Key Takeaways Investment in technology and AI allows Skyward to capitalize on emerging risks and underserved markets, supporting strong growth and margin expansion. Selective underwriting, data-driven cycle management, and strategic partnerships enable high-quality, sustainable earnings insulated from commoditized market pressures.
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US$60.78
FV
19.8% undervalued
intrinsic discount
11.32%
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
4 days ago
author updated this narrative
Navios Maritime Partners
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Investments In Eco-Friendly Technology Will Improve Efficiency, But Slowing Growth In China May Affect Future Operations
Key Takeaways Diversified fleet and contracted revenue provide stability and reduce risks from market volatility and geopolitical disruptions. Fleet modernization with eco-friendly tech and unit repurchase program target cost reduction and higher shareholder value.
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US$65.50
FV
32.4% undervalued
intrinsic discount
-7.52%
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
4 days ago
author updated this narrative
DorianG
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
US LPG Exports Will Power Future VLGC Fleet Success
Key Takeaways Rising LPG demand and decarbonization trends position the company for strong utilization, favorable rates, and improved margins. Prudent fleet management and a robust financial foundation support operational efficiency and flexible capital allocation.
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US$34.25
FV
10.3% undervalued
intrinsic discount
2.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
4 days ago
author updated this narrative
MYR Group
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Utility Agreements And Grid Upgrades Will Boost Infrastructure Momentum
Key Takeaways Expanding multi-year contracts, focus on electrification, and higher-margin projects are driving increased demand, revenue visibility, and steady margin improvement. Strong balance sheet and strategic investments, including skilled workforce development and acquisitions, support growth, pricing power, and enhanced shareholder returns.
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US$200.75
FV
7.8% undervalued
intrinsic discount
7.11%
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
4 days ago
author updated this narrative
Diebold Nixdorf
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Advanced ATMs And Smart Retail Automation Will Expand Markets
Key Takeaways Expanding automation solutions and managed services across banking and retail is driving recurring high-margin revenue and improved profitability. Localized manufacturing and operational streamlining strengthen supply chain, reduce costs, and support sustainable long-term growth and margin expansion.
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US$72.33
FV
17.1% undervalued
intrinsic discount
3.49%
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
4 days ago
author updated this narrative
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