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
59.6% 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
52
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
28.9% 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
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.
View narrative
US$105.80
FV
20.8% 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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Viva Energy Group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Low-sulphur Fuel Production At Geelong Will Improve Operational Efficiency
Key Takeaways Strategic investments and acquisitions, including into commercial sectors, support growth and are expected to enhance future earnings and revenue. Synergy and cost reduction efforts are anticipated to improve margins and operating efficiency, positioning the company for long-term financial gains.
View narrative
AU$2.57
FV
18.3% undervalued
intrinsic discount
1.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
15 days ago
author updated this narrative
Três Tentos Agroindustrial S/A
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Investing In Mato Grosso Ethanol Industry Will Diversify Future Revenue Streams
Key Takeaways Expanding geographically and investing in new facilities offers significant revenue growth and diversification opportunities. Strong cash generation and low debt enable strategic investments that bolster future earnings and maintain competitiveness.
View narrative
R$19.95
FV
32.6% undervalued
intrinsic discount
21.71%
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
15 days ago
author updated this narrative
BW Energy
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Maromba Project Will Increase Production To 50,000 Barrels Per Day
Key Takeaways Major field developments and increased production capacity, particularly from the Maromba project, anticipate boosting future revenue through enhanced capital efficiency. Cost-reduction measures and resource-sharing initiatives could positively impact net margins, supporting long-term financial health and potential reserve growth.
View narrative
NOK 43.27
FV
16.6% undervalued
intrinsic discount
-0.0014%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
15 days ago
author updated this narrative
Equinor
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Accelerated Decarbonization Will Undermine Oil Revenues And Gas Cash Flows
Key Takeaways Equinor faces overvaluation risk due to optimistic assumptions around both oil & gas demand and rapid, profitable renewables growth amid regulatory and margin pressures. High returns and shareholder payouts may be unsustainable, as legacy assets mature, capex needs rise, and tightening ESG regulations limit growth and investment capacity.
View narrative
NOK 262.59
FV
3.2% undervalued
intrinsic discount
-3.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
81
users have followed this narrative
15 days ago
author updated this narrative
Just Dial
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Focusing On Qualified Leads And Online Platforms Will Yield Success
Key Takeaways Optimizing sales strategy and implementing dynamic pricing can enhance revenue growth and improve earnings. Focusing on advertising and operating efficiency may maintain healthy margins and boost future earnings despite increased investment.
View narrative
₹1.18k
FV
29.0% undervalued
intrinsic discount
9.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
15 days ago
author updated this narrative
Groupon
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Platform Modernization And Focus On Beauty & Wellness Will Boost Future Customer Engagement
Key Takeaways Strategic focus on curated experiences and high-impact categories is expected to drive sustainable revenue growth and positively impact future revenues. Platform modernization and enhanced customer retention initiatives aim to improve user engagement, purchase frequency, and expand marketplace transactions.
View narrative
US$30.00
FV
23.0% overvalued
intrinsic discount
9.32%
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
15 days ago
author updated this narrative
Canada Goose Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Snow Goose Capsule Launch Will Attract New Customers And Increase Brand Heat
Key Takeaways Strategic shift to direct-to-consumer sales and inventory management efforts bolster profit margins and operational efficiency, supporting long-term revenue growth. Expansion into eyewear and lighter apparel increases market reach, enhancing brand relevance and attracting a broader customer base year-round.
View narrative
CA$15.91
FV
1.2% undervalued
intrinsic discount
3.27%
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
15 days ago
author updated this narrative
Invesco Mortgage Capital
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Increased Investment In Agency RMBS And Treasury Futures Will Stabilize Future Earnings
Key Takeaways Capital structure improvement and diversified interest rate hedges aim to enhance margins and stabilize earnings, leveraging U.S. Treasury futures to mitigate volatility. Strategic allocation to Agency RMBS and CMBS targets revenue growth and stability, supported by favorable market conditions and attractive risk-adjusted returns.
View narrative
US$7.83
FV
3.0% undervalued
intrinsic discount
42.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
15 days ago
author updated this narrative
1347
Hua Hong Semiconductor
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Aggressive Expansion Will Pressure Margins, But New Leadership Could Strengthen Future Position
Key Takeaways Aggressive expansion and new production lines could lead to short-term overcapacity and pressure on net margins. Competition and exchange rate volatility pose risks to earnings and revenue growth, while localization efforts may compress margins initially.
View narrative
HK$34.95
FV
28.1% overvalued
intrinsic discount
16.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
15 days ago
author updated this narrative
Value any company in seconds
Popular companies