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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
29
users have liked this narrative
5
users have commented on this narrative
77
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
19.2% 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
10
users have followed this narrative
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Aquestive Therapeutics
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
FDA Approval And Anaphylm Launch Will Expand Global Reach
Key Takeaways Success in FDA approval for Anaphylm and Libervant expansion could significantly boost revenue and market penetration. Targeting international markets and developing new treatments offer potential revenue diversification and growth opportunities.
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US$8.42
FV
52.6% undervalued
intrinsic discount
27.67%
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
14 days ago
author updated this narrative
Capricorn Energy
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Egypt Concessions And North Sea Assets Will Create Mixed Outcomes
Key Takeaways Extended concession agreements in Egypt could unlock reserves, improve production, and drive future revenue growth. Acquiring high-value assets in the U.K. North Sea without liabilities offers revenue diversification and incremental earnings opportunities.
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UK£3.31
FV
34.7% undervalued
intrinsic discount
0.94%
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
14 days ago
author updated this narrative
Sanara MedTech
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Tissue Health Plus And OsStic Will Expand Market Reach
Key Takeaways Expansion in sales coverage and partnerships aims to boost product adoption, enhancing revenue in both new and existing markets. Strategic initiatives like the Tissue Health Plus program and OsStic device could impact margins and growth significantly upon implementation.
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US$49.00
FV
49.9% undervalued
intrinsic discount
15.53%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
14 days ago
author updated this narrative
CS Disco
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Enterprise Focus And AI Tools Will Create A Competitive Edge
Key Takeaways Strategic focus on larger enterprise customers and enhanced go-to-market strategy expected to drive significant revenue growth and profitability. Adoption of innovative technology and improved operations aim to boost efficiency and customer retention, positively impacting earnings and long-term profitability.
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US$6.08
FV
32.1% undervalued
intrinsic discount
7.15%
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
14 days ago
author updated this narrative
eHealth
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Medicare Focus And AI Projects Will Improve Operations
Key Takeaways Revenue and earnings growth driven by increased Medicare submissions, marketing investments, and enhanced enrollment margins. Strategic diversification and AI-driven efficiencies to stabilize earnings, improve margins, and expand operational flexibility.
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US$10.00
FV
52.4% undervalued
intrinsic discount
2.38%
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
14 days ago
author updated this narrative
Nerdy
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Tutor Copilot Will Streamline Tutor Sessions
Key Takeaways AI-driven enhancements and dynamic pricing strategies are expected to boost engagement, retention, and ARPU, contributing to improved margins and revenue growth. Increased operational efficiency from AI tools and institutional expansion aims to enhance tutor productivity and institutional adoption, likely improving profitability and unit economics.
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US$2.13
FV
34.1% undervalued
intrinsic discount
10.01%
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
14 days ago
author updated this narrative
TrueCar
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
TC+ Marketplace And AI Tools Will Expand Dealer Engagement
Key Takeaways The launch of TC+ and improved AI tools may drive revenue growth and net margin improvement by capturing market share and reducing transaction costs. Expanding dealer networks and OEM partnerships aims to increase revenue, margins, and efficiency through better dealer engagement and targeted incentives.
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US$2.53
FV
22.1% undervalued
intrinsic discount
12.36%
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
14 days ago
author updated this narrative
Expensify
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Cloud Automation And AI Will Expand Global Reach
Key Takeaways Product innovation and AI-driven automation enhance operational efficiency, customer value, and support sustained revenue and margin growth. Expanding ecosystem, global reach, and high-profile marketing initiatives enable greater cross-selling, new user acquisition, and increased per-customer monetization.
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US$4.00
FV
50.5% undervalued
intrinsic discount
4.20%
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
14 days ago
author updated this narrative
SmartRent
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
SaaS Transition Will Transform Smart Property Technology Prospects
Key Takeaways Transitioning to a SaaS-focused model is boosting revenue, margins, and operational efficiency, highlighting future growth potential in smart property technology. Management's confidence reflected in share repurchase programs and targeted cost reductions will likely enhance margins, cash flow, and earnings per share.
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US$1.65
FV
30.9% undervalued
intrinsic discount
4.26%
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
14 days ago
author updated this narrative
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