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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
62
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
6
users have commented on this narrative
93
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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HBR Realty Empreendimentos Imobiliários
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Mogi Das Cruzes And ComVem Will Increase Rentals Despite Headwinds
Key Takeaways Strategic expansion and increased occupancy in key properties are expected to drive revenue growth and improve rental income. Asset recycling and strategic disposals are aimed at debt reduction and enhanced capital efficiency, potentially boosting earnings and net margins.
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R$11.88
FV
69.6% undervalued
intrinsic discount
30.88%
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
1 day ago
author updated this narrative
Inuvo
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Privacy First AI Targeting Will Open Digital Advertising Markets
Key Takeaways Accelerating adoption of Inuvo's privacy-focused, AI-driven platform positions the company for scalable, high-margin, and sustainable revenue growth in a shifting digital advertising landscape. Investments in compliance, direct client relationships, and omnichannel solutions enhance operational efficiency, client retention, and profitability amid expanding industry demand.
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US$13.50
FV
71.4% undervalued
intrinsic discount
15.14%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
1 day ago
author updated this narrative
Vantiva
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Legacy Video Decline And Broadband Upside Will Shape Future Trends
Key Takeaways Ongoing decline in legacy video products and customer concentration pose risks to revenue stability and future earnings resilience. Increased competition, regulatory pressures, and evolving technologies threaten margins, profitability, and the company's ability to differentiate its offerings.
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€0.10
FV
39.0% overvalued
intrinsic discount
-1.44%
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
New
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MaxLinear
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
5G Wireless And Data Center Demand Will Transform Connectivity Markets
Key Takeaways Expanding partnerships with major telecom and cloud customers, plus strong design wins in data center and wireless, position MaxLinear for sustained, broad-based growth. Ongoing innovation and cost efficiency in advanced connectivity and AI-focused solutions bolster the company's pricing power, profit margins, and market reach.
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US$19.85
FV
23.8% undervalued
intrinsic discount
18.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
1 day ago
author updated this narrative
Creo Medical Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Minimally Invasive Interventions Will Capture New Global Markets
Key Takeaways Expanding global demand and healthcare trends strongly favor Creo's advanced energy portfolio, driving sustained growth in market share, revenue, and profit margins. Strategic alliances, new product launches, and cost-saving operational changes are set to accelerate international expansion, boost utilization, and improve overall profitability.
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UK£0.71
FV
81.4% undervalued
intrinsic discount
63.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
1 day ago
author updated this narrative
Oneview Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Patient Engagement And Cloud SaaS Will Expand Healthcare Reach
Key Takeaways Rapid uptake of digital engagement solutions and key partnerships are expanding market reach, recurring revenue, and operational leverage, strengthening growth prospects. Innovative product launches and a successful "land and expand" model are boosting upsell opportunities, customer retention, and gross margins, supporting long-term profitability.
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AU$0.42
FV
42.1% undervalued
intrinsic discount
38.76%
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
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Deezer
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Emerging Digital Trends Will Unlock Global Streaming Potential
Key Takeaways Diversification into high-margin B2B solutions and partnerships with providers is driving revenue growth, margin improvement, and earnings quality. Cost reductions, marketing efficiency, and AI-led innovation are boosting profitability, retention, and differentiation in a competitive streaming market.
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€1.87
FV
35.2% undervalued
intrinsic discount
14.39%
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
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Anaergia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Capital Sales And Global Partnerships Will Create New Opportunities
Key Takeaways Transition to a capital-light model and strong focus on capital sales increases backlog, positively impacting future revenue and earnings. Strategic partnerships and expansion projects in Italy and Japan, backed by incentives, enhance capacity, technology, and competitive advantage.
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CA$1.30
FV
3.1% overvalued
intrinsic discount
20.66%
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
1 day ago
author updated this narrative
SoundThinking
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ShotSpotter Deployments And SafePointe Implementation Will Unlock New Markets
Key Takeaways International expansion and legislative mandates are key drivers of revenue growth, with potential significant impacts on top-line revenue and revenue streams. Technological integration and resource adoption enhance operational efficiency and margins, while potential Chicago reengagement could significantly boost earnings.
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US$22.17
FV
48.5% undervalued
intrinsic discount
8.18%
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
1 day ago
author updated this narrative
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