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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×.
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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
73
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
96
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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ResMed
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Health Platforms Will Expand Sleep Apnea Treatment Globally
Key Takeaways Strategic acquisitions, innovation, and digital health adoption are broadening market reach, deepening customer retention, and driving resilient revenue and margin growth. Operational efficiencies and increased awareness in sleep health strengthen competitive advantages, fueling long-term earnings expansion and greater profitability.
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US$289.71
FV
2.0% undervalued
intrinsic discount
7.75%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
Updated
narrative
Algonquin Power & Utilities
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Transition To Pure-Play Regulated Utility Will Strengthen Future Operations
Key Takeaways Leadership changes and strategic shifts towards a pure-play regulated utility aim to enhance operational efficiency and future earnings. Ongoing regulatory developments and participation in capital projects are expected to boost revenue and improve financial performance.
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CA$7.58
FV
3.1% overvalued
intrinsic discount
4.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
49
users have followed this narrative
13 days ago
author updated this narrative
Mercantile Bank
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Shortfalls And Rising Compliance Costs Will Cripple Community Banking
Key Takeaways Failure to keep pace with digital banking advances and shifting consumer preferences threatens market share, deposit growth, and revenue stability amid strong fintech and regulatory pressures. Geographic concentration and heavy reliance on traditional community banking increase vulnerability to local economic shifts, competitive threats, and rising compliance costs, straining long-term profitability.
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US$55.60
FV
19.9% undervalued
intrinsic discount
10.09%
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
11 days ago
author updated this narrative
QCR Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Digital Transformation And LIHTC Lending Will Drive Efficiency
Key Takeaways Digital transformation and wealth management expansion are set to boost operational efficiency, diversify revenue, and improve net margin and earnings growth. Strong affordable housing demand and favorable Midwest demographics will drive sustained loan, deposit, and noninterest income growth, supporting earnings stability.
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US$89.30
FV
21.0% undervalued
intrinsic discount
19.42%
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
4 days ago
author updated this narrative
HUTCHMED (China)
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Late-stage Approvals And Global Expansion Will Unlock Demand
Key Takeaways Late-stage pipeline progress, geographic expansion, and international partnerships position the company for strong, sustainable revenue and margin growth. Robust R&D, portfolio diversification, and demographic trends drive increased patient demand, innovation, and long-term earnings potential.
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UK£3.73
FV
39.7% undervalued
intrinsic discount
16.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
18 days ago
author updated this narrative
Burford Capital
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Litigation Finance Adoption And Global Diversification Will Unlock Potential
Key Takeaways Growing acceptance of litigation finance and portfolio diversification positions the company for sustained revenue growth and margin expansion. Strong cash generation and realization from mature case assets support rapid capital redeployment and improved predictability of future earnings.
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US$19.70
FV
31.9% undervalued
intrinsic discount
12.43%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
18 days ago
author updated this narrative
thyssenkrupp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Green Decarbonization Will Face Setbacks While Marine Systems Rebound
Key Takeaways Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow. Key business segments face weak demand and restructuring headwinds, while external risks may limit expected gains from defense, US growth, and sustainability trends.
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€9.31
FV
6.1% overvalued
intrinsic discount
2.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
18 days ago
author updated this narrative
Claros Mortgage Trust
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urban Asset Repositioning Will Secure Lasting Stability
Key Takeaways Portfolio shift toward resilient multifamily assets and active REO repositioning support earnings stability, improved recoveries, and margin expansion amid urban housing demand. Enhanced liquidity and disciplined credit management reduce risk and enable new high-yield originations, positioning for revenue growth as real estate market fundamentals strengthen.
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US$3.25
FV
3.1% overvalued
intrinsic discount
132.97%
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
18 days ago
author updated this narrative
Advantage Solutions
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Digital Transformation Will Unlock Efficient Operations For Future Success
Key Takeaways Accelerated digital transformation, data investments, and automation are expected to boost operational efficiency, margins, and long-term profitability. Shifting client spend toward data-driven, omnichannel, and digital services supports sustainable revenue growth and expanded service offerings.
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US$2.83
FV
35.1% undervalued
intrinsic discount
-1.06%
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
18 days ago
author updated this narrative
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