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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
76
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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K
Kellanova
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Product Launches Like Pringles Mingles And Cheez-It Will Drive Global Expansion
Key Takeaways Expansion in North America and Europe with new product launches aims at driving volume growth and enhancing revenue. Strategic pricing and managing input cost inflation are key to sustaining operating profit growth and margin expansion amidst currency challenges.
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US$83.40
FV
4.0% 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
14
users have followed this narrative
5 days ago
author updated this narrative
Labcorp Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Collaborations Will Transform Diagnostic Testing
Key Takeaways Strategic collaborations and acquisitions are expected to drive growth in high-growth therapeutic areas and partnerships with health systems. Introduction of innovative tests and tech enhancements is anticipated to improve margins and earnings, with initiatives offsetting rising personnel costs.
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US$291.65
FV
8.8% undervalued
intrinsic discount
5.12%
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
5 days ago
author updated this narrative
IDEXX Laboratories
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Global Pet Ownership And AI Diagnostics Will Expand Market Opportunities
Key Takeaways Strong adoption of innovative diagnostics and software ecosystem is accelerating recurring revenue growth, margin expansion, and customer retention beyond expectations. International growth and industry leadership in AI-enabled preventive care position the company to substantially expand its addressable market and gain operating leverage.
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US$785.00
FV
16.2% undervalued
intrinsic discount
9.32%
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
5 days ago
author updated this narrative
MKL
Markel Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes
Key Takeaways Decentralization, operational restructuring, and digital transformation aim to boost underwriting results, efficiency, and support higher long-term profitability in core specialty insurance. Expansion of non-insurance ventures and redeployment of freed capital improve earnings diversification, reduce volatility, and position for stable, compounded growth.
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US$1.92k
FV
0.4% undervalued
intrinsic discount
3.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
Charter Communications
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
DOCSIS 40 Rollout And Broadband Demand Will Power Digital Ecosystems
Key Takeaways Structural cost advantages from technology upgrades and expanded service offerings could drive higher margins, earnings growth, and premium pricing power across Charter's full footprint. Strong mobile segment momentum, potential acquisition benefits, and cash flow gains position Charter for outsized shareholder returns and substantial long-term revenue growth.
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US$500.00
FV
48.7% undervalued
intrinsic discount
1.70%
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
5 days ago
author updated this narrative
Occidental Petroleum
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts
High-return Assets And DAC Projects Will Secure Future Resilience
Key Takeaways Occidental's focus on efficient, high-return assets and operational improvements is boosting production, enhancing margins, and driving revenue growth. Strategic reserve increases and initiatives like DAC technology support long-term growth, sustainability, and attract new market opportunities.
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US$65.00
FV
31.8% undervalued
intrinsic discount
3.56%
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
5 days ago
author updated this narrative
Eversource Energy
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Advanced Grid Modernization And Legislative Support Will Deliver Sustainable Demand
Key Takeaways Grid modernization and infrastructure upgrades are set to enhance reliability, cut costs, and increase margins as demand rises from electrification trends. Supportive regulation, strong cost recovery, and a focused core-business strategy are expected to drive predictable earnings growth and preserve financial strength.
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US$70.13
FV
7.3% undervalued
intrinsic discount
4.32%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 days ago
author updated this narrative
PACCAR
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Global E-Commerce And Decarbonization Will Ignite Connected Truck Demand
Key Takeaways Rapid adoption of new emissions regulations, fleet decarbonization, and e-commerce growth are likely to significantly boost both revenue and margins beyond current expectations. Leveraging advanced data, parts distribution, and strategic tech alliances could steadily improve profit margins and generate substantial high-margin, recurring revenue streams.
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US$131.00
FV
25.7% undervalued
intrinsic discount
6.67%
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
5 days ago
author updated this narrative
Freeport-McMoRan
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
US Copper Premium And Global Decarbonization Will Define Future Demand
Key Takeaways Strong U.S. supply position and government support drive premium pricing and multi-year growth opportunities amid energy transition and infrastructure demand. Operational innovations and integrated global assets enable industry-low costs, flexible market targeting, and substantial upside potential from ongoing copper supply constraints.
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US$57.00
FV
26.5% undervalued
intrinsic discount
12.23%
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
5 days ago
author updated this narrative
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