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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
62.4% 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
31.1% 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
19.2% 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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NVIDIA
WA
Wallstreetaholic
Community Contributor
NVIDIA will dominate AI with its strong GPU market leadership
Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.
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US$117.69
FV
52.5% overvalued
intrinsic discount
5.26%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
38
users have followed this narrative
6 months ago
author updated this narrative
Zscaler
WA
WallStreetWontons
Community Contributor
Zscaler faces tense competition from Palo Alto and Crowdstrike
Catalysts Products and Services : Zscaler is revolutionizing cloud security with the industry’s first Security as a Service platform. Their innovative solutions are used by more than 5,000 leading organizations, including 50 of the Fortune 500.
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US$172.68
FV
67.5% overvalued
intrinsic discount
18.69%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
about 1 year ago
author updated this narrative
PDD
PDD Holdings
WA
WallStreetWontons
Community Contributor
PDD: A Rising Underdog in China's Ecommerce
Catalysts Group Buying Model: PDD’s unique appeal lies in its group buying function. Users can join groups to purchase items at lower prices.
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US$163.07
FV
30.1% undervalued
intrinsic discount
-10.27%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
5
users have commented on this narrative
18
users have followed this narrative
11 months ago
author updated this narrative
TJHU
Transjamaican Highway
SE
Sean876
Community Contributor
TransJamaican Highway will capitalize on Jamaica's growing tourism sector for consistent revenue
TransJamaican Highway (TJH US): Infrastructure Investment Analysis – March 9, 2025 Company Overview TransJamaican Highway operates Jamaica's critical 50-kilometer East-West toll road network under a concession agreement extending until 2036. Currently trading at US$0.028, the stock offers a 7.5% dividend yield based on consistently growing toll revenues.
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US$0.03
FV
20.0% undervalued
intrinsic discount
36.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
Taiwan Semiconductor Manufacturing
GO
Goran_Damchevski
Equity Analyst
High Growth Opportunities And Categorical Risk Factors Increase The Range Of TSMC’s Valuation
Key Takeaways TSMC is the current leader in chip manufacturing, boasting the most advanced technology and a strong customer base High-Performance Compute (HPC), AI, and EVs will drive growth, while the smartphone market slowly becomes saturated Their specialization strategy optimizes chips for specific use cases, allowing them to maintain their edge Peers are catching up, and a capital intensive industry will lower the bottom-line for investors TSMC has a high intrinsic value, but their exposure to China expands the risk to reward range Catalysts TSMC Will Remain Market Leader Key semiconductor competitors differ in their innovation and business approach. Roughly speaking, the quality of a semiconductor tends to be judged by its size, the smaller it is, the more transistors you can fit on a chip.
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US$798.09
FV
71.0% undervalued
intrinsic discount
13.50%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
17
users have followed this narrative
about 1 year ago
author updated this narrative
Infineon Technologies
TO
Tokyo
Community Contributor
I have good reasons why I increased my investement in IFX
Main “Take aways”: - You get a good managed company, with a healthy balance sheet, at a fair price. - There is more “future” than you can see in the Snowflake.
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€50.32
FV
31.4% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 year ago
author updated this narrative
Airbnb
WA
WallStreetWontons
Community Contributor
ABNB: Steady Ascent and Prudent Projections
Catalysts Millennial and Gen Z Preferences : The growing preferences of Millennial and Gen Z travelers favor Airbnb over traditional hotels. Airbnb’s unique listings appeal to these demographics’ desires for authentic, local stays and memorable experiences.
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US$127.49
FV
2.4% overvalued
intrinsic discount
10.74%
Revenue growth p.a.
Set Fair Value
15
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
11 months ago
author updated this narrative
XTB
DZ
Dzitkowskik
Community Contributor
XTB's Path to 100–120 PLN by 2028 Amid Market Volatility
1. Current Data Snapshot (as of March 6, 2025) XTB is a Warsaw-based brokerage firm specializing in retail and institutional trading of financial instruments, including CFDs, forex, stocks, and ETFs. Here’s what we can infer from available data up to this point: Stock Price Performance: XTB hit an all-time high of 78.00 PLN on January 21, 2025, with a market cap around 7.89 billion PLN (as per TradingView data).
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zł100.96
FV
22.7% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
36
users have followed this narrative
5 months ago
author updated this narrative
HeartCore Enterprises
ON
Ontological
Community Contributor
A Diversification Worth a Look-HTCR
Digital Transformation Specialist and IPO Consultant, HeartCore Enterprises Catalysts -Products or Services that Could Move Sales or Earnings Meaningfully 1. Growth: The global Customer Experience Management (CXM) market is expected to grow at a compound annual growth rate of 15.2% from 2024 to 2032, positioning HeartCore positively in this sector.
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US$0.84
FV
41.0% undervalued
intrinsic discount
12.08%
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
10 months ago
author updated this narrative
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