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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
38
users have followed this narrative
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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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
4
users have commented on this narrative
55
users have followed this narrative
New
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
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Fortress Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
FDA Approval Will Open $1 Billion Dermatology Market
Key Takeaways Emrosi's successful launch and growing market adoption are expected to drive significant revenue growth, improved operating leverage, and expanding net margins. Strategic international out-licensing could deliver non-dilutive income, strengthen cash flow, and support global expansion without requiring additional capital.
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US$10.00
FV
81.0% undervalued
intrinsic discount
49.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
13 days ago
author updated this narrative
Creo Medical Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Minimally Invasive Interventions Will Capture New Global Markets
Key Takeaways Expanding global demand and healthcare trends strongly favor Creo's advanced energy portfolio, driving sustained growth in market share, revenue, and profit margins. Strategic alliances, new product launches, and cost-saving operational changes are set to accelerate international expansion, boost utilization, and improve overall profitability.
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UK£0.71
FV
81.4% undervalued
intrinsic discount
63.76%
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
13 days ago
author updated this narrative
Anaergia
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Capital Sales And Global Partnerships Will Create New Opportunities
Key Takeaways Transition to a capital-light model and strong focus on capital sales increases backlog, positively impacting future revenue and earnings. Strategic partnerships and expansion projects in Italy and Japan, backed by incentives, enhance capacity, technology, and competitive advantage.
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CA$1.30
FV
3.1% overvalued
intrinsic discount
20.66%
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
13 days ago
author updated this narrative
SoundThinking
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ShotSpotter Deployments And SafePointe Implementation Will Unlock New Markets
Key Takeaways International expansion and legislative mandates are key drivers of revenue growth, with potential significant impacts on top-line revenue and revenue streams. Technological integration and resource adoption enhance operational efficiency and margins, while potential Chicago reengagement could significantly boost earnings.
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US$22.17
FV
48.8% undervalued
intrinsic discount
8.18%
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
13 days ago
author updated this narrative
Gruvaktiebolaget Viscaria
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Exploration And Permits Will Drive Copper Mine Efficiency
Key Takeaways Recent exploration success and increased mineral resources enhance future revenue potential and cost-efficiency, likely improving margins and profitability. Legal permit acquisition and strategic partnerships enable uninterrupted development activities, driving revenue growth and better operational execution.
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SEK 40.00
FV
60.3% undervalued
intrinsic discount
55.10%
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
13 days ago
author updated this narrative
Lanvin Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Operational Hurdles And Brand Shifts Will Reshape Luxury Market Appeal
Key Takeaways Revenue decline due to saturated luxury markets and creative transitions may hinder revenue growth and market positioning. Operational inefficiencies and economic uncertainties could impact net margins and delay profitability, affecting earnings projections.
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US$1.50
FV
52.4% overvalued
intrinsic discount
10.64%
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
13 days ago
author updated this narrative
Gossamer Bio
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Phase III Trials And Global Collaborations Will Expand Treatment Horizons
Key Takeaways Successful Phase III study enrollment and collaboration enhance market reach, promising revenue growth through potential positive efficacy results and expanded indications. Anticipated first-in-class status and expanded dosing strategies could drive market adoption and earnings through competitive positioning and a broader patient base.
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US$8.03
FV
73.1% undervalued
intrinsic discount
7.49%
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
13 days ago
author updated this narrative
Healwell AI
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Acquisition Will Create A Unified Global Healthcare Platform
Key Takeaways The acquisition of Orion Health is expected to boost Healwell AI's international presence and revenue growth through enhanced data infrastructure and operational synergies. Strategic leadership changes and a focus on operational excellence are anticipated to drive sustainable profitability and improved long-term financial health.
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CA$3.45
FV
60.6% undervalued
intrinsic discount
70.52%
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
13 days ago
author updated this narrative
THG
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Key Takeaways THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins. Brand repositioning and strategic partnerships in THG Nutrition and Beauty prioritize high-margin areas, driving growth and diversifying revenue streams.
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UK£0.43
FV
28.9% undervalued
intrinsic discount
2.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
13 days ago
author updated this narrative
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