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
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
71
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
28.0% 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
94
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
20.6% 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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
HydrogenPro
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
ACES And SALCOS Projects Will Boost Global Hydrogen Adoption
Key Takeaways Technological leadership and real-world project references position HydrogenPro for increased market share and improved margins through efficiency gains and recurring equipment sales. Strategic partnerships, global expansion, and falling production costs support diversified revenue streams and long-term growth, despite near-term project delays.
View narrative
NOK 9.28
FV
64.5% undervalued
intrinsic discount
155.17%
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
25 days ago
author updated this narrative
Nextdoor Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
The NEXT Initiative And AI Features Will Transform User Engagement
Key Takeaways NEXT initiative enhancements in UI and AI-driven features could boost user engagement, driving more ad inventory and increasing revenue growth. Expansion in advertising formats and programmatic ad capabilities may unlock new monetization opportunities and improve profitability.
View narrative
US$2.01
FV
3.5% overvalued
intrinsic discount
7.78%
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
25 days ago
author updated this narrative
Hovnanian Enterprises
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
US Housing Demand Will Deliver Opportunity Although Risks Linger
Key Takeaways Tight housing supply and strong demographic trends sustain high demand, supporting revenue growth and steady home sales for Hovnanian. Strategic land-light approach, operational efficiencies, and reduced leverage are enhancing margins, cash flow, and the company's risk profile.
View narrative
US$120.00
FV
11.0% overvalued
intrinsic discount
-0.49%
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
25 days ago
author updated this narrative
LATAM Airlines Group
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Latin American Costs And Volatile Markets Will Crush Margins
Key Takeaways Persistent cost pressures and regional instability threaten profitability, margin growth, and cash flow resilience over the long term. Regulatory, technological, and global competitive shifts risk undermining LATAM's operational flexibility and market position.
View narrative
CL$17.93
FV
17.7% overvalued
intrinsic discount
6.47%
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
25 days ago
author updated this narrative
Betsson
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Gaming Taxes And Regulation Will Curtail Prospects
Key Takeaways Rising regulatory pressures, higher gaming taxes, and ESG compliance are compressing margins and limiting long-term profitability and expansion potential. Operational risks from dependence on third parties and intense industry competition threaten revenue growth, cost efficiency, and market share retention.
View narrative
SEK 150.00
FV
7.1% overvalued
intrinsic discount
7.48%
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
25 days ago
author updated this narrative
Stolt-Nielsen
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Tanker Markets Will Weaken Amid Volatility And Gain Support
Key Takeaways Large capital investments and rising leverage could strain cash flows, especially if regulatory or expansion goals do not provide timely returns. Diversification and competitive advantages are challenged by industry shifts, trade volatility, and exposure to cyclical sectors, threatening earnings stability and pricing power.
View narrative
NOK 334.60
FV
6.8% undervalued
intrinsic discount
2.87%
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
25 days ago
author updated this narrative
EZTEC Empreendimentos e Participações
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
High Brazilian Interest And Costs Will Hinder São Paulo Housing
Key Takeaways High interest rates, demographic shifts, and elevated land costs threaten demand, margins, and cash flows for EZTEC in its core market. Heavy geographic concentration and rising construction expenses heighten vulnerability to regional downturns and ongoing profitability pressures.
View narrative
R$12.00
FV
21.8% overvalued
intrinsic discount
-4.84%
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
25 days ago
author updated this narrative
Vimian Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Interest Rates And Tariffs Will Weaken US MedTech Margins
Key Takeaways Reliance on acquisitions and exposure to rising rates and tariffs heighten operational risk and threaten predictable earnings and margin stability. Structural decline in key U.S. markets and digital disruption may erode market share, compress margins, and hinder long-term growth.
View narrative
SEK 37.32
FV
14.8% undervalued
intrinsic discount
11.15%
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
25 days ago
author updated this narrative
Bandhan Bank
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Indian Digital Banking Rivalry Will Exacerbate Credit And Cost Pressures
Key Takeaways Overdependence on microfinance and limited geographic diversification expose Bandhan Bank to elevated credit and regional risks, undermining sustained profitability and stability. Intensifying digital competition and rising compliance costs are constraining Bandhan Bank's margin expansion, limiting its ability to match sector-leading returns.
View narrative
₹134.53
FV
22.8% overvalued
intrinsic discount
21.30%
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
25 days ago
author updated this narrative
Value any company in seconds
Popular companies