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Global Community
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Community Investing Ideas
Global Weekly Picks
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
73
users have followed this narrative
New
narrative
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
96
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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Coca-Cola Consolidated
WA
WallStreetWontons
Community Contributor
COKE: Exclusive Brand Moat with Well-Established Distribution Networks
Catalysts Products or Services Impacting Sales or Earnings Coca-Cola Consolidated (COKE) primarily distributes and markets nonalcoholic beverages, including products from The Coca-Cola Company, Keurig Dr Pepper, and Monster Energy. Key products that could significantly impact sales or earnings include: Sparkling Beverages : Coca-Cola, Diet Coke, Sprite, and Fanta.
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US$1.57k
FV
92.7% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
11 months ago
author updated this narrative
NanoGroup
FI
fis_wse
Community Contributor
Expect big change: Nanogroup's NanOX system will tackle global kidney shortages
Overview of Nanogroup and the NanOX Project Nanogroup is focused on addressing the critical shortage of organs for transplantation, particularly kidneys, which are essential for treating end-stage renal disease. The organization has developed an innovative solution known as the NanOX system , designed to improve the availability, preservation, and success rates of kidney transplants.
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zł0
FV
82.0% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 months ago
author updated this narrative
Afya
NA
NateF
Community Contributor
AFYA Market Outlook
Afya Limited (NASDAQ: AFYA) is a Brazilian company specializing in medical education and digital health services. Sector: Education Industry: Medical Education Market Capitalization: $1.4b (small cap) Major Competitors: Afya Limited (NASDAQ: AFYA) is a prominent player in Brazil's medical education sector.
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US$14.86
FV
0.7% undervalued
intrinsic discount
9.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
7 months ago
author updated this narrative
MINISO Group Holding
SU
SuEric
Community Contributor
Top Pick for Multi-bagger
Strong Q1 2024 Performance In Q1 2024, $MNSO revenue surged 26% year-on-year to $515.7 million, with adjusted EBITDA margin expanding by 200 basis points to 25.9%. This growth was fueled by a robust strategy of opening new stores globally.
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US$44.06
FV
54.3% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
20
users have commented on this narrative
23
users have followed this narrative
7 months ago
author updated this narrative
Five Point Holdings
TO
TomHu
Community Contributor
Five Point Holdings, LLC (FPH): A Bull Case Theory
Five Point Holdings (FPH) has delivered a remarkable turnaround, as evidenced by its Q4 results and 2025 guidance that far exceeded expectations. Under the leadership of a consistently strong management team, the company has made impressive strides in property sales, debt reduction, and operational efficiency, while unlocking significant value from its real estate portfolio.
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€12.00
FV
62.3% undervalued
intrinsic discount
23.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
6 months ago
author updated this narrative
Comcast
WA
WallStreetWontons
Community Contributor
Broadband Giant is Significantly Undervalued
Catalysts Total Revenue Growth : In Q1 2024, Comcast’s total revenue increased by 1% to $30.1 billion. This growth is a positive sign for the company.
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US$68.19
FV
53.6% undervalued
intrinsic discount
14.07%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 1 year ago
author updated this narrative
Magnora
BO
Bonywall
Community Contributor
Investment Case Magnora ASA
Key Takeaways Magnora ASA, a company listed on the Oslo Stock Exchange, has been actively transitioning its legacy royalty business towards renewable energy development projects and companies. Their diverse portfolio includes investments in entities such as Helios Nordic Energy AB, Kustvind AB, and Magnora Offshore Wind AS, reflecting a strategic pivot to sustainable energy solutions.
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NOK 57.55
FV
59.0% undervalued
intrinsic discount
37.85%
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 1 year ago
author updated this narrative
Tesla
GR
grew
Community Contributor
Tesla's Future Valuation Soars with 35x PE by 2030?
Tesla’s Future Valuation: A Deep Dive into 2030 Predictions 1. Introduction: Why This Matters Tesla is no longer just an automaker—it’s evolving into a technology powerhouse with AI, robotics, energy, and software.
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US$2.71k
FV
87.8% undervalued
intrinsic discount
77.00%
Revenue growth p.a.
Set Fair Value
46
users have liked this narrative
26
users have commented on this narrative
105
users have followed this narrative
6 months ago
author updated this narrative
FVI
Fortuna Mining
RO
RockeTeller
Community Contributor
$100 silver, $4,000 gold
To estimate the potential stock price of Fortuna Mining based on a predicted silver price of $100 per ounce, we can follow a systematic approach, focusing on their silver production and how the higher silver price could impact their revenue. Key Financial Metrics Current Production : Gold Production : 325,000 oz Silver Production : 6.5 million oz Total Production for 2024 : 475,000 oz AUEQ Revenue Contribution : Approximately 2/3 of revenue comes from gold and 1/3 from silver.
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CA$31.00
FV
70.8% undervalued
intrinsic discount
0%
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
11 months ago
author updated this narrative
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