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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
24
users have liked this narrative
6
users have commented on this narrative
55
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
28.9% 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
87
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
13
users have followed this narrative
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Jamjoom Pharmaceuticals Factory
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Facilities In Jeddah Egypt And Algeria Will Expand MENA Markets
Key Takeaways Expanding production capacity, strategic market entries, and international partnerships are driving operational efficiency, revenue growth, and geographic diversification. Shifting toward high-margin branded generics and specialty drugs, supported by a strong product pipeline, is boosting profitability and positioning for sustained earnings growth.
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ر.س178.20
FV
8.8% undervalued
intrinsic discount
13.02%
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
15 days ago
author updated this narrative
Athens International Airport
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Air Traffic Expansion Will Confront Margin Squeeze
Key Takeaways Management guidance for slower growth and rising costs challenges optimistic forecasts for revenue, margin expansion, and earnings resilience. Heavy reliance on international tourism and increased sustainability investments expose the business to macroeconomic and regulatory risks not fully reflected in market expectations.
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€9.90
FV
5.9% overvalued
intrinsic discount
1.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
15 days ago
author updated this narrative
Asseco Poland
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Overvaluation Risk Will Remain As European And US Markets Expand
Key Takeaways Optimistic growth and margin expectations may overlook one-off gains, integration risks, and structural wage pressures that threaten long-term profitability. Heavy dependence on custom software for the public sector and exposure to global competition could erode revenue stability and margin resilience over time.
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zł105.46
FV
98.7% overvalued
intrinsic discount
5.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
15 days ago
author updated this narrative
TAURON Polska Energia
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Coal Normalization And Renewable Investments Will Redefine Energy Dynamics
Key Takeaways Current profitability is unsustainable as coal-fired generation benefits and regulatory incentives are likely to fade, putting future margins and returns under pressure. Structural challenges in scaling renewables, increased competition, and stricter decarbonization mandates threaten long-term growth and could erode traditional revenue streams.
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zł6.65
FV
23.7% overvalued
intrinsic discount
-4.45%
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
15 days ago
author updated this narrative
Genscript Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Demand Rebound Will Drive Life Sciences And CDMO Expansion
Key Takeaways Expansion in global markets, technology upgrades, and industry partnerships are set to drive stronger growth, improved margins, and long-term earnings stability. Increased outsourcing trends and customer diversification protect against risk and create reliable revenue streams for future financial performance.
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HK$21.61
FV
20.4% undervalued
intrinsic discount
15.00%
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
15 days ago
author updated this narrative
B2Gold
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Goose And Fekola Regional Will Expand Gold Production
Key Takeaways Successful new project ramp-ups and operational efficiency measures position the company for increased production, revenue, and margin stability despite industry cost pressures. Strong balance sheet and permitting expertise enable sustained internal growth, exploration, and resilience amid macroeconomic uncertainty and challenging regulatory environments.
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CA$6.86
FV
23.9% undervalued
intrinsic discount
19.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
15 days ago
author updated this narrative
Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
20.8% undervalued
intrinsic discount
-3.97%
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
15 days ago
author updated this narrative
Marzetti
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market
Key Takeaways Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth. Supply chain optimization, facility investments, and disciplined promotional spending improve operational efficiency, margins, and financial resilience.
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US$194.90
FV
8.7% undervalued
intrinsic discount
2.53%
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
15 days ago
author updated this narrative
United Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
5G And Fiber Rollouts Will Expand Digital Markets
Key Takeaways Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability. Strong performance in cloud, hosting, and business applications segments supports a larger, more stable revenue base and opportunities for value creation through portfolio optimization.
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€28.20
FV
8.2% undervalued
intrinsic discount
3.20%
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
15 days ago
author updated this narrative
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