Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
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×.
View narrative
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
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.
View narrative
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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Monde Nissin
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
New Biscuit Facilities And International Expansion Will Drive Success
Key Takeaways Growth is propelled by expanding market share in key food categories, plant-based alternatives, and international markets alongside investments in manufacturing and digitalization. Supply chain optimization, cost control measures, and commodity price management support margin improvement and profitability turnaround.
View narrative
₱9.90
FV
27.6% undervalued
intrinsic discount
4.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
57
users have followed this narrative
15 days ago
author updated this narrative
Tidewater Renewables
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
British Columbia Mandates Will Foster Canadian Renewable Diesel Demand
Key Takeaways Regulatory changes and higher demand for Canadian renewable diesel are set to boost top-line revenue growth and margin improvement. Enhanced financial flexibility and stable offtake agreements support long-term investment, predictable revenue, and reduced balance sheet risk.
View narrative
CA$4.13
FV
29.9% undervalued
intrinsic discount
8.87%
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
15 days ago
author updated this narrative
VIK
Viking Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Sustainable Fleet Expansion And New Markets Will Shape Future Success
Key Takeaways Expanding fleet, innovative vessels, and new geographic markets drive long-term growth, operational efficiency, and revenue diversification. Direct-to-consumer strategy and strong customer loyalty support premium pricing, high occupancy, and industry-leading margins.
View narrative
US$58.17
FV
2.1% undervalued
intrinsic discount
14.96%
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
secunet Security Networks
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Transition And Post-Quantum Cryptography Will Open Global Markets
Key Takeaways Expansion in public sector and international markets, along with post-quantum products, drives revenue growth and strategic positioning. Shift to secure cloud services aims to transform business model, boosting recurring revenue and long-term profitability.
View narrative
€204.75
FV
6.7% overvalued
intrinsic discount
8.47%
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
15 days ago
author updated this narrative
Laurentian Bank of Canada
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Digital Banking And Commercial Real Estate Will Transform Efficiency
Key Takeaways Ongoing digital investments and specialization in commercial banking position Laurentian for improved efficiency, margin expansion, and above-industry asset growth as conditions normalize. Strategic focus on real estate lending, demographic-driven wealth solutions, and green finance enhances diversification, funding access, and long-term revenue opportunities.
View narrative
CA$29.30
FV
3.9% overvalued
intrinsic discount
4.35%
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
Gold Royalty
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Cote Mines Ramp-Up And Robust Gold Prices Will Drive Progress
Key Takeaways Expansion of mine production and favorable gold prices are set to boost revenue and earnings growth. Strategic capital allocation aims to reduce debt and improve shareholder returns, enhancing free cash flows and earnings growth.
View narrative
US$3.43
FV
10.1% undervalued
intrinsic discount
58.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
15 days ago
author updated this narrative
Primary Health Properties
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
10-Year NHS Plan Will Modernize UK Primary Care Sites
Key Takeaways Company benefits from government policy shifts, chronic under-supply, and demographic trends, driving opportunities for growth, high occupancy, and resilient earnings. Strong balance sheet and secure leases support accretive acquisitions, scalable developments, and consistent, growing dividends.
View narrative
UK£1.02
FV
7.7% undervalued
intrinsic discount
-4.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
31
users have followed this narrative
15 days ago
author updated this narrative
RWS Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Global AI Adoption Will Transform Digital Localization Markets
Key Takeaways Accelerating technology adoption and organizational restructuring should boost efficiency, scalability, and shift revenue toward higher-margin, technology-driven services. Rising global demand and expanded capabilities in AI-powered content and localization position RWS for long-term growth and increased market share.
View narrative
UK£2.05
FV
60.0% undervalued
intrinsic discount
2.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
15 days ago
author updated this narrative
Ubisoft Entertainment
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Assassin's Creed Shadows And Tencent Partnership Will Unlock Potential
Key Takeaways Partnership with Tencent aims for franchise expansion and deleverage, targeting high-growth markets to potentially boost revenue and earnings. Planned cost reduction and strategic Anvil engine upgrades expected to enhance operating margins and strengthen long-term earnings.
View narrative
€12.47
FV
27.9% undervalued
intrinsic discount
5.67%
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
Value any company in seconds
Popular companies