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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
86
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
20.8% 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
12
users have followed this narrative
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Sleep Cycle
MA
Mandelman
Community Contributor
Sleep Cycle's Revenue Set to Rise 10% with Strong Revenue Model
Update Q1 2025 (updated 250510) The latest user‐growth data suggest headwinds for top-line revenue, but management’s active repricing initiatives should help offset this. By combining modest user gains with targeted price increases, the company can still drive overall revenue growth.
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SEK 51.80
FV
40.0% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
3 months ago
author updated this narrative
Abbott Laboratories
KR
Krishpaal
Community Contributor
Abbott Labs is set to increase its profit margin by 31.826% in the next 5 years
Tes
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US$129.28
FV
2.2% overvalued
intrinsic discount
7.32%
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
29 days ago
author updated this narrative
Deutsche Telekom
CH
Chris1
Community Contributor
Deutsche Telekom Will Automate and Innovate to Boost 3.4% Revenue Growth by 2029
Over the next five years (FY 2025–2029), Deutsche Telekom will leverage its transatlantic scale, AI-driven automation and continued 5G/fibre roll-out to deliver mid-single-digit top-line growth, expanding margins, double-digit EPS gains—and trade at a stable mid-teens P/E. Revenue CAGR ≈ 3.4 % At its October 2024 Capital Markets Day, management guided to net-revenue growth of ~4 % p.a. through 2027; consensus extends this to 2029, implying a rise from €115.8 b to €136.5 b—≈ 3.4 % CAGR .
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€34.86
FV
14.7% undervalued
intrinsic discount
3.40%
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
3 months ago
author updated this narrative
META
Meta Platforms
CR
CR68
Community Contributor
Regulatory risk has increased and is not reflected in forward narrative
Q1 25 RESULTS - CFO mentioned regulatory risk in Europe. "In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results.
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US$496.65
FV
53.4% overvalued
intrinsic discount
10.84%
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
3 months ago
author updated this narrative
West Red Lake Gold Mines
RO
RockeTeller
Community Contributor
If gold reaches $4,000 per oz
To calculate the stock price of West Red Lake Gold Mines if gold reaches $4,000 per oz, we need to estimate their potential free cash flow (FCF) based on the projected production and costs. Here’s how to approach it: ### Assumptions 1.
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CA$28.00
FV
96.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
5
users have followed this narrative
11 months ago
author updated this narrative
4481
Base
KA
kapirey
Community Contributor
Goals for 2025 Profit attributable to owners of parent 11.5%
How does Base make money? Base offers software implementation and generation services, they are specialized in SAP.
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JP¥3.78k
FV
3.5% undervalued
intrinsic discount
12.00%
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 months ago
author updated this narrative
VAALCO Energy
WA
WaneInvestmentHouse
Community Contributor
VAALCO Energy Delivers Strong Q1 2025 Results and Reaffirms Growth Strategy
VAALCO Energy, Inc. (NYSE: EGY) posted a solid start to 2025, beating expectations across key operational and financial metrics.
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US$4.50
FV
20.9% undervalued
intrinsic discount
16.56%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
8
users have commented on this narrative
24
users have followed this narrative
3 months ago
author updated this narrative
Fastighets AB Balder
PA
Panayiotis
Community Contributor
Balder's Urban Expansion to Boost 22% Profit Margin in Future
Catalysts That Could Drive Value Urbanization Trends: As more people move to cities, demand for Balder's residential and commercial properties is likely to increase. Economic Recovery: Post-pandemic economic growth can boost occupancy rates and rental incomes.
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SEK 88.31
FV
21.8% undervalued
intrinsic discount
1.26%
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
5 months ago
author updated this narrative
Aviva
NA
Nathan
Community Contributor
Aviva narrative
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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UK£9.25
FV
29.7% undervalued
intrinsic discount
7.00%
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
about 2 months ago
author updated this narrative
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