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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
27
users have liked this narrative
8
users have commented on this narrative
76
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
97
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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Comerica
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Sunbelt And Digital Focus Will Define Future Strength
Key Takeaways Growth in Sunbelt markets and digital innovation are expanding Comerica's customer base, supporting long-term revenue gains and operational efficiency. Strong risk management and fee-based business expansion are diversifying income, bolstering earnings stability across economic cycles.
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US$66.65
FV
0.3% overvalued
intrinsic discount
3.14%
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
5 days ago
author updated this narrative
SSD
Simpson Manufacturing
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
International Expansion And Mass Timber Construction Will Build Future Resilience
Key Takeaways Product innovation, code-compliance leadership, and digital solutions are strengthening market position, driving margin expansion, and supporting sustained revenue and earnings growth. Geographic diversification and investment in automation are improving supply chain resilience, operating stability, and long-term profitability.
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US$190.00
FV
4.6% undervalued
intrinsic discount
4.97%
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
5 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Electrification And Global Expansion Will Unlock Future Opportunities
Key Takeaways Strategic acquisitions and market expansion drive operational synergies, diversified end markets, and greater resilience across economic cycles. Growing focus on electrified and alternative-fuel segments, supported by infrastructure investment, positions the company for long-term margin and revenue growth.
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US$102.11
FV
14.1% undervalued
intrinsic discount
3.63%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
5 days ago
author updated this narrative
Bath & Body Works
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expansion Into New Product Lines And Markets Will Attract Diverse Customers And Enhance Future Prospects
Key Takeaways Product line expansion and tech-driven personalization strategies target younger demographics, aiming for increased customer engagement and long-term revenue growth. International market focus, coupled with operational efficiencies, supports growth in net sales and maintains profitability amid ongoing investments.
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US$41.73
FV
31.7% undervalued
intrinsic discount
2.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
5 days ago
author updated this narrative
Cirrus Logic
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Mixed Signal Expansion Will Capture New Markets Amidst Margin Pressure
Key Takeaways Strategic diversification beyond smartphones and targeted R&D investments are broadening market reach, reducing customer risk, and supporting long-term profit growth. Expansion into laptops, automotive, and IoT leverages innovation to capture new markets, improve margins, and strengthen the company's competitive positioning.
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US$123.33
FV
15.8% undervalued
intrinsic discount
0.043%
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
5 days ago
author updated this narrative
Levi Strauss
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
International Markets And DTC Focus Will Reshape Retail Landscape
Key Takeaways Strong global expansion and pivot to Direct-to-Consumer are driving improved margins, enhanced brand control, and greater resilience to geographic risks. Diversification beyond denim, premium positioning, and omnichannel investments are boosting brand relevance, increasing order values, and fueling sustained earnings growth.
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US$23.75
FV
15.7% undervalued
intrinsic discount
1.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
17
users have followed this narrative
5 days ago
author updated this narrative
Axalta Coating Systems
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Electric Vehicle Adoption And Digitalization Will Expand Global Coatings
Key Takeaways Growth is driven by innovation in sustainable coatings, digital platforms, and expansion into high-potential regions, supporting greater revenue diversification and premium pricing power. Operational efficiency, cost management, and strategic moves into new market segments position Axalta for sustained margin improvement and incremental long-term earnings growth.
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US$37.44
FV
24.2% undervalued
intrinsic discount
2.34%
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
5 days ago
author updated this narrative
MACOM Technology Solutions Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Investments In 5G And LEO Satellites Will Drive Future Market Expansion
Key Takeaways Expansion into defense and data center markets, leveraging IC design technologies, could drive revenue growth across emerging and established segments. Investments in facility modernization and next-gen telecom solutions enhance operational efficiency and market positioning, boosting long-term margins and revenue.
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US$147.29
FV
17.9% undervalued
intrinsic discount
11.96%
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
5 days ago
author updated this narrative
Lithia Motors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Aftersales And Digital Retail Expansion Will Unlock Future Value
Key Takeaways High-margin aftersales and digital platform growth deliver stable, recurring revenues and improved customer retention, bolstering long-term profitability and resilience. Strategic acquisitions, technology upgrades, and expanded captive finance operations drive efficiency, market share gains, and revenue diversification beyond current market expectations.
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US$389.07
FV
25.0% undervalued
intrinsic discount
5.32%
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
5 days ago
author updated this narrative
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