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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
7
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
13
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
19.7% undervalued
intrinsic discount
13.23%
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Discovery Silver
RO
RockeTeller
Community Contributor
If silver reaches $75/oz
--- Discovery Silver: Stock Price Estimate at $75 Silver (2027) Step 1: Revenue Estimation for 2027 Projected Production: 33M oz AgEq. Silver Price: $75/oz. Revenue: 33,000,000 × 75 = $2,475,000,000 USD.
View narrative
CA$102.30
FV
96.7% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
8 months ago
author updated this narrative
Guanajuato Silver
RO
RockeTeller
Community Contributor
If silver reaches $100 per oz
Here’s a simplified, copy-friendly version: --- Guanajuato Silver: Stock Price Estimate at $100 Silver Step 1: Production and Revenue - Projected Production: 6M oz AgEq annually. - Silver Price: $100/oz.
View narrative
CA$46.80
FV
99.3% undervalued
intrinsic discount
250.59%
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
8 months ago
author updated this narrative
iShares Core Canadian Universe Bond Index ETF
PE
Pete75
Community Contributor
Stable, slow grower
Cdn government bonds aren’t going anywhere. Very stable, slow growing high quality investments (AAA)
View narrative
CA$29.00
FV
3.0% undervalued
intrinsic discount
14.98%
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
2 months ago
author updated this narrative
American Airlines Group
PI
PittTheYounger
Community Contributor
American Airlines is the ugly duckling in the US airlines industry
There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boast negative equity - any startup would go belly-up with a balance sheet such as this one.
View narrative
US$7.23
FV
61.0% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
SES AI
DV
DValue
Community Contributor
Revenue growth of 63% spurs growth, runway through 2028
Highlights Reported $2.0 million in fourth quarter revenue; an accelerated revenue ramp is expected in 2025 Deepened partnerships with existing automotive OEMs with commercialization of AI for Science to develop new electrolyte materials for both Li-Metal and Li-ion batteries All in on AI strategy powered battery material discovery to an entirely new AI-enhanced 2170 cylindrical cell for emerging humanoid robotics applications and entry into Li-ion battery applications in EV Commercialization of AI for Safety led to the signing of an MOU to provide up to 100 MWh advanced Battery Energy Storage System (“BESS”) solution FY 2024 cash usage in operations and Capex was $78.3M, below previous guidance of $80M to $95M FY 2025 revenue projected to be in a range of $15M to $25M
View narrative
US$1.44
FV
27.1% undervalued
intrinsic discount
185.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 months ago
author updated this narrative
BAWAG Group
JO
JohnRMurdoch
Community Contributor
BAWAG Group's Future Valuation Hinges on 10.67% Revenue Growth
Catalysts Are there any products or services that could move sales or earnings meaningfully? Are there any industry tailwinds this stock is benefitting or hindered from?
View narrative
€116.63
FV
7.0% undervalued
intrinsic discount
9.27%
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
2 months ago
author updated this narrative
a2 Milk
ME
Meistro
Community Contributor
Slow growth recovery
Summary The a2 Milk Company has experienced significant ups and downs over the past five years. After rapid growth, the company faced challenges starting in 2021 due to disruptions in the Chinese market, leading to a substantial drop in revenue and profits.
View narrative
AU$6.75
FV
17.0% overvalued
intrinsic discount
7.37%
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
12 months ago
author updated this narrative
Apple
DA
DailyInvestors
Community Contributor
Apple: Updates
On 3-11 Apple just unvieled a concert experience with their Apple Vision Pro, proving to millions that they are holding the best technology currently in the market. It may be over-priced but with the technology and security features, it is a Must Have.
View narrative
US$309.04
FV
34.3% undervalued
intrinsic discount
9.69%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
33
users have followed this narrative
5 months ago
author updated this narrative
Clínica Baviera
MR
Mrikx
Community Contributor
Clinica Baviera VI
Clinica Baviera VI 2025/Q1: A: 38€ V: 128€
View narrative
€38.00
FV
18.9% overvalued
intrinsic discount
6.82%
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
about 2 months ago
author updated this narrative
Value any company in seconds
Popular companies