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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
1
users have commented on this narrative
11
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
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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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Cosmo Pharmaceuticals
KA
kapirey
Community Contributor
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Catalysts Preliminary Unaudited Revenue and Cash Revenue: €266.8 million, representing a year-on-year increase of 188% compared to €92.8 million in 2023. This includes significant project-based revenues from GI Genius™ and Winlevi® of €190.2 million.
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CHF 87.47
FV
36.4% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
83
users have followed this narrative
5 months ago
author updated this narrative
NOG
Northern Oil and Gas
WA
WaneInvestmentHouse
Community Contributor
Northern Oil and Gas Reports Mixed Q4 2024 Results: Revenue Growth, but EPS Decline
Northern Oil and Gas (NOG) released its quarterly results for the period ended December 2024, reporting revenue growth, but a decline in earnings per share (EPS). Key Highlights: - Revenue Growth: $545.47 million in revenue, up 0.4% year-over-year.
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US$42.28
FV
39.3% undervalued
intrinsic discount
10.70%
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
4 months ago
author updated this narrative
Amazon.com
MA
MarketMuse
Community Contributor
Amazon’s AI Catalyst Will Drive Long-Term Revenue Growth and Margin Expansion
Amazon (AMZN) stands at a pivotal moment in its evolution, with its Q-powered AI services set to revolutionize its growth trajectory. While Amazon has long been known for its dominance in e-commerce and cloud computing, it is the integration of artificial intelligence that positions the company for sustained growth and profitability over the next decade.
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US$434.13
FV
50.8% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
10
users have liked this narrative
3
users have commented on this narrative
43
users have followed this narrative
10 months ago
author updated this narrative
Unity Software
RI
ric
Community Contributor
Difficult times that could lead to better opportunities
Key Takeaways Unity is one of the top 3 tools to develop games and real time 3D prototyping and interactive data visualisation for many industries It has become the default game engine for Indie developers It has the ability to create VR games and apps AI enabled that allows prompt based game creation. It can also access AI models at runtime 3.6B made by unity downloads (mobile + Steam) Games can be exported to 20+ Platforms Unity is the only game engine company (that I know of) that can be traded in the stock market.
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US$20.31
FV
67.1% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
8 months ago
author updated this narrative
NVIDIA
FR
FrugalBull
Community Contributor
Dominant AI Enabler Poised for Sustained Three-Year Outperformance
Summary I believe Nvidia is positioned to sustain robust growth over the next three years, driven by its dominance in artificial intelligence (AI) and data-center semiconductors. However, as an individual analyst, I am mindful of valuation and risk factors.
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US$141.38
FV
26.1% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
FIGS
JU
julio
Community Contributor
Figs valuation
REVIEW Sales are growing and the business is reinvesting in its operations. Has decreased its current liabilities to 14% of total assets.
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US$7.21
FV
14.4% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
6
users have commented on this narrative
19
users have followed this narrative
5 months ago
author updated this narrative
Evolution
IN
Investingwilly
Community Contributor
A Compounding Machine
Evolution AB (EVO) is the undisputed leader in the online live casino market, boasting a business model that combines cutting-edge technology, scalability, and deep industry expertise. With a consistent track record of revenue growth, profitability, and operational efficiency, Evolution is a prime example of a high-margin, high-quality business operating in a growing niche.
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SEK 876.22
FV
1.3% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
13
users have liked this narrative
22
users have commented on this narrative
100
users have followed this narrative
3 months ago
author updated this narrative
Veefin Solutions
TH
thepacific
Community Contributor
Undervalued, Underestimated
Veefin is a prominent fintech company specializing in working capital financing solutions, catering to banks, financial institutions, and corporations. The company's software-as-a-service (SaaS) platform streamlines various aspects of working capital finance, such as supply chain financing and invoice discounting.
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₹1.30k
FV
70.8% undervalued
intrinsic discount
37.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
6 months ago
author updated this narrative
Hexatronic Group
UN
Unike
Community Contributor
Hexatronic Group Will Surf the Fiber Wave to 8% Revenue Growth
Catalysts Most Immediate Catalysts (1–2 Years) Increased Demand for Fiber Networks: As broadband penetration and 5G rollout accelerate across Europe and the Nordics, operators are investing in fiber-to-the-home (FTTH) and backhaul infrastructure—directly benefiting Hexatronic’s product portfolio. Strategic Partnerships & Contracts: Recent contracts with major telecom operators and network integrators boost short-term revenue visibility and enhance Hexatronic’s market presence.
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SEK 33.80
FV
32.8% undervalued
intrinsic discount
8.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
3 months ago
author updated this narrative
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