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Global Community
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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×.
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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
73
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.
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US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
96
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
15
users have followed this narrative
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Backblaze
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Workloads Will Transform Cloud Storage Markets
Key Takeaways Rapid AI-driven data growth and product innovation position Backblaze for accelerated revenue, margin expansion, and increased enterprise adoption. Enhanced sales strategy and operational efficiencies strengthen retention, boost profitability, and support long-term market share gains against larger incumbents.
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US$10.99
FV
35.0% undervalued
intrinsic discount
13.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
18 days ago
author updated this narrative
Kaltura
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
AI Capabilities And Sales Efforts Will Expand Markets
Key Takeaways Expanding AI capabilities and upselling to existing customers aims to drive significant revenue and ARPU growth. Product maturity and strategic acquisitions are expected to capture market share and support margin improvement.
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US$3.00
FV
42.0% undervalued
intrinsic discount
4.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
18 days ago
author updated this narrative
BARK
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Shopify Transition And Global Partnerships Will Yield Future Success
Key Takeaways Transitioning to Shopify will boost D2C revenue growth by lowering acquisition costs and increasing conversion rates. Expanding Commerce partnerships and BARK Air's early success are key to driving substantial future revenue and profitability.
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US$2.33
FV
66.1% undervalued
intrinsic discount
2.46%
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
18 days ago
author updated this narrative
Cresco Labs
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanding Production In Illinois, Pennsylvania And Kentucky Will Meet Demand
Key Takeaways Expansion in Illinois and Pennsylvania and entry into Kentucky's market aim to boost revenue growth and market share. Focus on operational efficiency and high ROI investments is set to enhance profitability and earnings stability.
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CA$2.20
FV
53.7% undervalued
intrinsic discount
-0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
18 days ago
author updated this narrative
OmniAb
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Novel Technologies And Clinical Pipeline Will Unlock Future Possibilities
Key Takeaways Strong growth in partners and programs suggests robust future milestone and royalty revenues as technologies attract significant opportunities. Planned strategies and new technologies forecast expanded revenue streams, durable cash flows, and enhanced operating efficiencies.
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US$8.25
FV
76.1% undervalued
intrinsic discount
29.46%
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
18 days ago
author updated this narrative
Sage Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
ZURZUVAE Commercialization And OB/GYN Screening Will Unlock New Opportunities
Key Takeaways Commercialization of ZURZUVAE and increased healthcare provider focus on PPD could significantly drive revenue growth. Restructured R&D focus and cost-saving initiatives may enhance pipeline development and improve financial performance.
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US$8.73
FV
0.6% undervalued
intrinsic discount
50.99%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
18 days ago
author updated this narrative
Commerce.com
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
SaaS Leaders And AI Will Transform Sales Operations
Key Takeaways Recruitment of experienced leaders and sales process reorganization are expected to enhance sales efficiency and drive profitable revenue growth. New product launches and market expansion could generate additional revenue streams, boosting overall growth.
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US$7.56
FV
42.3% undervalued
intrinsic discount
4.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
18 days ago
author updated this narrative
FARO Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Refreshing Core Offerings And Forming Partnerships Will Open New Markets
Key Takeaways FARO Technologies aims to drive revenue growth through refreshed solutions, new products, and strategic partnerships to expand market access and customer share. Continuous operational improvements are enhancing margins, contributing to operating leverage, and supporting earnings growth over time.
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US$44.00
FV
0.02% undervalued
intrinsic discount
3.99%
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
18 days ago
author updated this narrative
FD Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
KX Focus And Cloud Partnerships Will Shape Future Success
Key Takeaways The divestment strategy and focus on KX aim to enhance growth through strategic partnerships and targeted market segments, potentially boosting revenue and profitability. Reducing cash burn and prioritizing profitability, alongside efficient resource use and shareholder capital returns, could improve margins and attract further investment.
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UK£24.50
FV
0% overvalued
intrinsic discount
15.23%
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
18 days ago
author updated this narrative
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