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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
27
users have liked this narrative
8
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
97
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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LivaNova
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Supply Constraints Will Restrain Device Demand But Optimism Emerges
Key Takeaways Global demographic trends support device demand, but supply chain issues, reimbursement limits, and concentrated product risk restrain growth and threaten sustained market share. Expansion in digital offerings and emerging markets is challenged by geopolitical risks, innovation demands, and dependency on favorable healthcare spending environments.
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US$55.00
FV
11.2% undervalued
intrinsic discount
5.76%
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
1 day ago
author updated this narrative
Anupam Rasayan India
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising Regulations And Overextension Will Limit Upside Potential
Key Takeaways Rising regulatory and compliance pressures, combined with client concentration and evolving global supply chains, threaten revenue stability and profit margins. Aggressive expansion and elevated leverage increase financial risk, while intensifying competition and limited integration could further squeeze margins and growth.
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₹520.00
FV
118.9% overvalued
intrinsic discount
22.73%
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
1 day ago
author updated this narrative
S4 Capital
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Margin Squeeze And Revenue Drag Will Persist Yet Offer Hope
Key Takeaways Heavy client concentration in volatile sectors, combined with brands adopting in-house AI tools, threatens revenue stability and undermines growth potential. Persistent high staff costs and intensified data privacy regulations challenge operational efficiency and curtail margin and revenue improvement.
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UK£0.27
FV
21.5% undervalued
intrinsic discount
-4.87%
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
1 day ago
author updated this narrative
Safilo Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Persistent Competition And Aging Demographics Will Curtail Profitability
Key Takeaways Intensifying online competition and demographic shifts threaten Safilo's traditional revenue streams and weaken growth prospects in key markets. Heavy dependence on licensed brands and slow adaptation to industry trends expose the company to revenue instability and erosion of profitability.
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€1.00
FV
26.4% overvalued
intrinsic discount
3.03%
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
1 day ago
author updated this narrative
Thai Union Group
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Plant-Based Competition Will Choke Traditional Seafood Lines
Key Takeaways Shift toward alternative proteins and rapid advances in lab-grown seafood threaten traditional revenue streams and demand costly innovation to maintain competitiveness. Exposure to tightening environmental regulations, unresolved supply chain risks, and mature Western markets creates margin pressures and restricts growth opportunities.
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฿8.70
FV
43.7% overvalued
intrinsic discount
0.15%
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
1 day ago
author updated this narrative
Logitech International
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Traditional Peripherals Will Decline Amid Mobile Cloud Shift
Key Takeaways Shifting tech trends and platform bundling threaten Logitech's traditional product demand, risking market contraction and weaker pricing power. Tightening regulations and fierce competition challenge profitability, as rising costs and commoditization pressure margins and earnings stability.
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CHF 61.57
FV
29.3% overvalued
intrinsic discount
2.21%
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
1 day ago
author updated this narrative
Reach
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Legacy Print Reliance Will Hinder Future Potential Despite Digital Trials
Key Takeaways Heavy reliance on print revenue and industry-wide declines in media trust threaten growth, as digital initiatives may not scale fast enough to offset legacy weaknesses. Monetizing digital audiences remains challenging due to dominant global ad platforms and unproven paywall strategies, limiting future earnings and market share recovery.
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UK£0.79
FV
9.6% undervalued
intrinsic discount
-3.55%
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
1 day ago
author updated this narrative
Aumann
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Tariffs And Trade Barriers Will Deepen E-Mobility Slump
Key Takeaways Slowing electric vehicle demand, supply chain barriers, and reliance on key OEMs expose Aumann to unstable revenue and hinder growth prospects in new markets. Limited R&D investment and intensifying competition threaten Aumann's technological position, while rising costs and regulations further erode margins and earnings.
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€10.60
FV
11.7% overvalued
intrinsic discount
-3.31%
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
1 day ago
author updated this narrative
Dexco
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Volatile Latin America And ESG Pressures Will Undermine Wood Revenues
Key Takeaways Global sustainability trends and alternative building materials threaten core revenue streams and market share, pressuring long-term growth and pricing power. Exposure to volatile regional economies, ESG compliance costs, and climate risks create persistent instability in cash flow, margins, and investment capacity.
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R$6.00
FV
4.0% undervalued
intrinsic discount
2.92%
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
1 day ago
author updated this narrative
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