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Global Weekly Picks

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Procter & Gamble

Procter & Gamble: A Dividend Giant Facing Slowing Growth

🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.
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US$119.81
FV
23.3% overvalued intrinsic discount
4.68%
Revenue growth p.a.
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19users have followed this narrative
LLY logo
Eli Lilly

Eli Lilly's Future Growth Driven by Tirzepatide and Favorable Market Conditions

Catalysts Mounjaro/Zepbound: Lilly’s tirzepatide franchise is the engine of growth. Mounjaro (for type 2 diabetes) and Zepbound (obesity) each grew rapidly in 2024.
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US$1.19k
FV
13.8% undervalued intrinsic discount
20.00%
Revenue growth p.a.
8users have liked this narrative
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22users have followed this narrative
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TWLO logo
Twilio

Overvalued

Warren Buffett would likely not invest in Twilio Inc. at its current stage.Read more

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7users have followed this narrative
US$68
84.4% overvalued intrinsic discount
WBIN Fair Value
Revenue growth
24.14% p.a.
Profit Margin
7.61%
Future PE
21.41x
Share price in 2030
US$100.02
NVO logo
Novo Nordisk

Novo Nordisk will thrive with a 34.7751% profit margin boost

23-apr-2025 Novo Nordisk will face competition in the obisitas and diabetes space. Regulation and insurances may impact its growth.Read more

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US$65.5
26.3% undervalued intrinsic discount
Silvester Fair Value
Revenue growth
15.81% p.a.
Profit Margin
34.78%
Future PE
17.14x
Share price in 2030
US$126.83
TALK logo
Talkspace

Intervalo de avaliação de $2,06 a $3,80. Insiders compraram recentemente a $2,86

No modelo DCF a avaliação atual varia entre $2,06 com WACC 9,31% com taxa terminal de 2% (conservadora) O modelo de avaliação por comparação com os pares aponta para $2,29 O modelo Simply Wall Street com as mesmas premissas que utilizado no moderno DCF: WACC= 9,31% avalia a ação em $3,80 O PEG fwd aponta para PE =69X para 2025 e taxa crescimento EPS a médio prazo de 40% está um pouco sobrevalorida PEG=1,74. Para PEG=1 a ação estaria a cotar no 2,80 o que coincide com a cotação atual.Read more

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3users have followed this narrative
US$3.71
12.4% undervalued intrinsic discount
TechGrowthInvestor Fair Value
Revenue growth
16.62% p.a.
Profit Margin
0.61%
Future PE
391.75x
Share price in 2030
US$5.98
LFMD logo
LifeMD

LifeMD is a diamond in the making

Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.Read more

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17users have followed this narrative
US$30.3
84.7% undervalued intrinsic discount
MathieuMRoy Fair Value
Revenue growth
21% p.a.
Profit Margin
14.71%
Future PE
31.41x
Share price in 2030
US$43.86
PNR logo
Pantoro Gold

Gold producer with strong balance sheet and good upside

Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).Read more

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4users have followed this narrative
AU$1.83
177.6% overvalued intrinsic discount
TP88 Fair Value
Revenue growth
17.95% p.a.
Profit Margin
9.3%
Future PE
16.4x
Share price in 2030
AU$2.65
AAPL logo
Apple

Navigating Tariff Turbulence with Resilience and AI-Driven Growth

As of April 12, 2025, Apple Inc. (AAPL) is navigating a complex landscape marked by significant challenges and resilient strengths.Read more

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49users have followed this narrative
US$275
0.9% undervalued intrinsic discount
M_Kabesh Fair Value
Revenue growth
12.78% p.a.
Profit Margin
24.3%
Future PE
30.96x
Share price in 2030
US$400.68
VGRO logo
Vanguard Growth ETF Portfolio

Vanguard Growth ETF Portfolio (VGRO)

Overview VGRO is a diversified, low-cost ETF designed for long-term growth. It holds a mix of Canadian, U.S., and international equities , along with some fixed-income assets to provide stability.Read more

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CA$38
12.5% overvalued intrinsic discount
BeeHappy Fair Value
Revenue growth
N/A
Profit Margin
27.42%
Future PE
14.47x
Share price in 2030
CA$0
CSL logo
CSL

CSL is undervalued in High Tax Scenario

CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.Read more

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AU$263.33
31.0% undervalued intrinsic discount
Ramsee Fair Value
Revenue growth
6% p.a.
Profit Margin
18.04%
Future PE
26.33x
Share price in 2030
AU$320.38
MEX logo
Tortilla Mexican Grill

Tortilla Mexican Grill will ride the UK trend and expansion for future profits

1. £ 14 m mcap, £ 65 m revenue 2.Read more

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UK£1.32
73.6% undervalued intrinsic discount
Sachin777 Fair Value
Revenue growth
N/A
Profit Margin
7.19%
Future PE
19.81x
Share price in 2030
UK£2.38