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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
6
users have commented on this narrative
50
users have followed this narrative
New
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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
31.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
86
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
19.2% 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
12
users have followed this narrative
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Spotify Technology
GN
gns
Community Contributor
It is a strong hold as of now
Catalysts Spotify will add new revenue through ads and audiobooks streams contributing up to 2B new revenue in upcoming 3 years Spotify price increases will increase their subscription revenue by 20% with less than 1 percent loss of subscribers Assumptions Spotify MAU growth rate will slow dowb by 1% YoY for next 4 years as they have reached most of the globe already Spotify will add new revenue streams contribuiting upto 1B new revenue in upcoming 3 years Risks not much Are there any industry tailwinds this stock is benefitting or hindered from?
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US$700.11
FV
4.8% undervalued
intrinsic discount
22.44%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Caterpillar
SP
spalenza
Community Contributor
Caterpillar's Future PE Grows to 16.5x as Revenue Climbs 12.76%
A Caterpillar (CAT) é uma empresa centenária com um histórico de excelência operacional e uma marca reconhecida globalmente como sinônimo de máquinas pesadas, motores industriais e soluções para os setores de construção, mineração, energia e transporte. Com uma receita média anual crescendo 12,76% ao ano nos últimos 5 anos , a empresa tem demonstrado consistência em seu desempenho financeiro, mesmo em cenários macroeconômicos desafiadores.
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US$297.44
FV
43.8% overvalued
intrinsic discount
12.76%
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
3 months ago
author updated this narrative
Charter Hall Social Infrastructure REIT
VE
veganmaister
Community Contributor
Analyst Consensus
State Street bought @ $2.97
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AU$3.30
FV
5.5% undervalued
intrinsic discount
6.86%
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
8 days ago
author updated this narrative
Elsight
SA
SAK
Community Contributor
Most reliable beyond the visual line of sight coms tech
Enables Drones to fly beyond the visual line of sight through coms. Military, Deliveries, Inspection, communication Elsight limited is engaged in providing ground-breaking hybrid (on-the-move or fixed) video/ data capturing, recording and transmission for various real- tactical security and surveillance purposes/applications.
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AU$4.10
FV
46.1% undervalued
intrinsic discount
234.00%
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
about 1 month ago
author updated this narrative
Silver Storm Mining
AG
Agricola
Community Contributor
A case for USD $26.00 (CAD 36.00) by 2030 with a MKT CAP of CAD$8.40 billion (USD$6.10) (10 bagger by Dec 2027)
Company Overview Silver Storm Mining Ltd. is a Canadian mineral exploration company focused on silver projects in Durango, Mexico, owning: La Parrilla Silver Mine Complex: A past-producing mine with 41 concessions (69,478 hectares), a 2,000 tpd processing facility, and historical production of 34.3 million silver-equivalent ounces (AgEq) from 2005 to 2019.
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CA$36.00
FV
99.4% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
about 2 months ago
author updated this narrative
Vietnam Dairy Products
BA
Banhbao88
Community Contributor
Vietnam Dairy Products will boost revenues by 7% in the coming years
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
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₫62.54k
FV
2.6% undervalued
intrinsic discount
17.21%
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
29 days ago
author updated this narrative
Viant Technology
SW
SwissSimon
Community Contributor
Viant Quick Check
DCF based on current analyst estimates of FCF, defensively reduced Using my standard discount rate of 15% Terminal PE of
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US$14.40
FV
6.2% undervalued
intrinsic discount
14.55%
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
about 1 month ago
author updated this narrative
Amazon.com
IN
Investingwilly
Community Contributor
Amazon’s Long-Term Focus: Cloud, AI, and Logistics Power Its Next Phase of Growth
Intro Amazon Web Services (AWS) continues to be the company’s most important profit driver. As enterprise demand for cloud and AI infrastructure grows, AWS has maintained strong revenue momentum and margin expansion.
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US$259.94
FV
14.5% undervalued
intrinsic discount
20.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
3 months ago
author updated this narrative
Apple
IN
Investingwilly
Community Contributor
Apple: A Dying Star with an Overpriced Valuation
Intro Apple Inc. (AAPL) has long been one of the most beloved stocks in the market, celebrated for its sleek products and loyal customer base.
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US$177.34
FV
20.2% overvalued
intrinsic discount
14.68%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
18
users have commented on this narrative
90
users have followed this narrative
3 months ago
author updated this narrative
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