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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% 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
84
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.
View narrative
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
11
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Coursera
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
New Courses And AI Dubbing Will Expand Global Reach
Key Takeaways Expanded course offerings and AI-powered tools are set to drive increased learner engagement and international market penetration, boosting revenue. Strategic partnerships and segment integrations aim to enhance operational efficiency and marketability, potentially improving margins and driving growth.
View narrative
US$12.23
FV
3.8% overvalued
intrinsic discount
6.01%
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
Updated
narrative
Ingevity
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Premium Markets Will Secure Long Term Value
Key Takeaways Expansion into premium specialty chemicals and advanced materials is increasing margins and positioning for growth as sustainability trends and vehicle electrification accelerate. Operational improvements, market exits, and strategic flexibility are driving higher cash flow, enhanced margin stability, and greater portfolio resilience amid changing market dynamics.
View narrative
US$57.00
FV
14.2% undervalued
intrinsic discount
3.72%
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
Updated
narrative
3105
WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Wi-Fi 7 And AI Will Drive Semiconductor Advances
Key Takeaways Growing Wi-Fi 7 adoption and AI-driven applications are key growth drivers in the Wi-Fi PA and infrastructure segments, boosting revenue and earnings. Operational flexibility and customer communication amid tariff uncertainties are crucial for risk mitigation and maintaining net margins.
View narrative
NT$90.40
FV
6.2% undervalued
intrinsic discount
12.29%
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
Updated
narrative
Main Street Capital
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Shifting Focus And Rising Credit Issues Signal Turbulence Ahead For Growth
Key Takeaways Shifting focus to new lower middle market platforms may risk the quality and performance of investments, potentially affecting future income and asset value. Strategic changes, including portfolio adjustments and internal resource re-allocation, could lead to income fluctuation and operational efficiency challenges.
View narrative
US$56.25
FV
14.0% overvalued
intrinsic discount
1.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
9 days ago
author updated this narrative
SigmaRoc
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Lime And Limestone Integration And Divestitures Will Improve Efficiency
Key Takeaways Strategic divestments and focus on profitable segments are set to enhance net margins and revenue quality through targeted asset sales. Synergies, efficient cash flow use, and sector positioning could drive earnings growth and margin improvements through internal efficiencies and cost savings.
View narrative
UK£1.38
FV
17.3% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Husqvarna
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Asian Competition And Decarbonization Will Squeeze Margins
Key Takeaways Husqvarna faces intensified competition and margin pressure from global technological shifts, rapid urbanization, and proliferation of low-cost imports, threatening its sales growth and market share. Increased dependence on external suppliers and evolving environmental regulations add supply chain instability and force costly product updates, impacting profitability and operational predictability.
View narrative
SEK 48.00
FV
11.0% overvalued
intrinsic discount
2.10%
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
30 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Shifting Packaging Trends And Rising Costs Will Dampen Outlook
Key Takeaways Shifts toward alternative packaging and stricter emissions standards threaten Verallia's sales volume, margins, and pricing power. High innovation and decarbonization costs, changing consumer habits, and industry consolidation jeopardize profitability and future earnings visibility.
View narrative
€26.50
FV
6.6% overvalued
intrinsic discount
0.94%
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
30 days ago
author updated this narrative
Grupo Cibest
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Nequi's Expansion And Regional Diversification May Strengthen Prospects Despite Margin Pressure
Key Takeaways Bancolombia's loan portfolio growth, particularly in mortgages and regional diversification, is expected to drive future revenue expansion and earnings enhancement. Strategic initiatives in digital platforms and capital management could improve net margins and support long-term profitability goals.
View narrative
Col$55.83k
FV
4.2% undervalued
intrinsic discount
14.91%
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
9 days ago
author updated this narrative
Hongkong Land Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Capital Recycling And Premium Assets Will Drive Vision 2035
Key Takeaways Capital recycling, strategic investments, and share buybacks are poised to enhance shareholder value, flexibility, and earnings growth. Focus on ultra-premium properties and management incentives could elevate revenue, productivity, and alignment with financial targets.
View narrative
US$6.31
FV
2.3% undervalued
intrinsic discount
5.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
Updated
narrative
Value any company in seconds
Popular companies