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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
61
users have followed this narrative
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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
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Ströer SE KGaA
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
European Market Risks Will Pressure Margins Yet Unlock Modest Value
Key Takeaways Heavy reliance on European markets and outdoor advertising leaves the company exposed to regional economic cycles and tightening regulatory environments. Digital platform investments boost margins, but global shifts toward rival ad formats and lack of international reach may limit sustainable long-term growth.
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€54.00
FV
13.4% undervalued
intrinsic discount
5.56%
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
16 days ago
author updated this narrative
Updater Services
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Automation And Competition Will Erode Earnings But Encourage Adaptation
Key Takeaways Accelerating industry adoption of AI and automation threatens Updater Services' traditional manpower-based offerings and long-term revenue growth prospects. Escalating competition and rising compliance costs may compress margins, while customer concentration elevates risks to revenue stability and profitability.
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₹365.00
FV
27.9% undervalued
intrinsic discount
11.37%
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
16 days ago
author updated this narrative
Parade Technologies
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Onshoring Costs Will Erode Semiconductor Margins Despite Advances
Key Takeaways Increased supply chain complexity, shifting manufacturing bases, and geopolitical tensions threaten Parade's margins, revenue stability, and earnings predictability. Market shifts towards integrated solutions and wireless standards, alongside fierce competition, risk making Parade's core products obsolete and compressing profit margins.
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NT$440.00
FV
53.9% overvalued
intrinsic discount
6.90%
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
16 days ago
author updated this narrative
Johns Lyng Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Evolving Weather Trends Will Depress Restoration And Insurance Margins
Key Takeaways Increased climate resilience and evolving construction technologies threaten the company's traditional revenue streams and long-term competitive advantage. Inflation, labor shortages, and stricter regulations are likely to compress margins and undermine sustained profitability.
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AU$2.60
FV
50.8% overvalued
intrinsic discount
6.25%
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
16 days ago
author updated this narrative
V.S.T. Tillers Tractors
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Shrinking Indian Agriculture And Rising Costs Will Undermine Profits
Key Takeaways Shrinking core market, rising input costs, and more stringent regulations threaten long-term profitability despite ongoing R&D and expansion efforts. Limited presence in higher-horsepower tractors and export volatility increase risks from shifting demand and stiffer competition.
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₹2.45k
FV
81.8% overvalued
intrinsic discount
14.54%
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
16 days ago
author updated this narrative
74SW
74Software
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising GDPR Burdens And AI Disruptors Will Strain Future Operations
Key Takeaways Rising regulatory costs and slow SaaS adoption are putting sustained pressure on profit margins and delaying returns on investment in product development. Intensifying competition from agile start-ups and open-source alternatives threatens market share, fueling price pressure and straining efforts to sustain revenue growth.
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€35.00
FV
7.1% overvalued
intrinsic discount
20.18%
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
16 days ago
author updated this narrative
Austal
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Execution Risks And Regulatory Pressures Will Curtail US Defense Contracts
Key Takeaways Expansion into complex manufacturing and green vessels increases execution, compliance, and cost overrun risks, threatening margins and project delivery timelines. Heavy dependence on defense contracts and legacy ship programs exposes the company to concentration risk, revenue instability, and the risk of portfolio obsolescence.
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AU$4.20
FV
65.2% overvalued
intrinsic discount
16.76%
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
16 days ago
author updated this narrative
Echo Investment
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Overcapacity And Demographic Decline Will Undercut Polish Markets
Key Takeaways Expansion amid shrinking demographics and riskier debt environment could result in oversupply, weak sales, and lasting pressure on margins and earnings. Exposure to office and retail trends, stricter ESG rules, and local market volatility threatens recurring revenues, asset values, and dividend sustainability.
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zł3.10
FV
72.9% overvalued
intrinsic discount
31.77%
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
16 days ago
author updated this narrative
Australian Clinical Labs
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Regulatory Shifts And Inflation Will Strain Margins With Automation Gains
Key Takeaways Uncertainty in sustainable revenue recovery and exposure to government policy changes present challenges, despite long-term growth trends and innovation in high-value testing. Efficiency gains and new high-margin tests could drive margins, but labor cost pressures and competitive industry shifts may limit overall earnings growth.
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AU$3.15
FV
10.8% undervalued
intrinsic discount
5.61%
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
16 days ago
author updated this narrative
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