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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Monash IVF Group
BI
Bigchase
Community Contributor
Smallcap takeover in niche industry
Monash IVF ( ASX: MVF ) Monash IVF Group Limited is a leading provider of assisted reproductive services in Australia and Malaysia. With over 50 years of experience, the company has been instrumental in pioneering fertility treatments, including achieving Australia's first IVF birth and the world's first pregnancy from a frozen embryo.
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AU$1.08
FV
25.0% undervalued
intrinsic discount
6.28%
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
8 months ago
author updated this narrative
Adecoagro
WA
WaneInvestmentHouse
Community Contributor
one of the Argentina moving stock on NYSE - Q4 2024 Earnings Call Recap: Unprecedented Volume Growth and Strategic Expansion
Consolidated Adjusted EBITDA: $103 million for Q4 2024; $444 million for the full year 2024. Gross Sales: $368 million for Q4 2024; nearly $1.5 billion for the full year 2024.
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US$12.00
FV
24.0% undervalued
intrinsic discount
5.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
4 months ago
author updated this narrative
Oracle
NE
Nenad
Community Contributor
Oracle to Transform into a Cloud-First and AI-Driven Enterprise IT Leader
Current Business (Present Narrative): Oracle is a leading provider of enterprise IT solutions, focusing on databases, cloud computing, and enterprise software. Its primary revenue streams include: Cloud Services (Oracle Cloud Infrastructure - OCI): Competing directly with AWS, Azure, and Google Cloud, OCI is growing rapidly, driven by its ability to handle enterprise workloads effectively.
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US$212.00
FV
20.6% overvalued
intrinsic discount
14.39%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
7 months ago
author updated this narrative
Pinterest
NA
NateF
Community Contributor
PINS Market Outlook
Sector: Communication Services Industry: Internet Content & Information Market Capitalization: $19.7b (mid cap) Major Competitors: Pinterest (PINS) faces intense competition from a variety of social media platforms, search engines, and e-commerce-focused platforms. Some of its major and direct competitors in the digital advertising and social media space include: Meta Platforms (formerly Facebook) Platforms: Facebook, Instagram, WhatsApp Competitive Aspects: Meta's platforms dominate the social media advertising space, and they offer rich, data-driven ad products similar to Pinterest's.
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US$37.68
FV
3.2% overvalued
intrinsic discount
12.14%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
7 months ago
author updated this narrative
Automatic Data Processing
WA
WallStreetWontons
Community Contributor
Despite growing competition and AI-integrated competitors, ADP still hold reign on HCM.
Catalysts Robust Financial Performance : In the third quarter of fiscal year 2024, ADP reported impressive results: Revenue : Reached $5.3 billion, a 7% increase year-over-year, surpassing estimates. Net Income : Grew 14% to $1.2 billion, exceeding estimated figures.
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US$259.70
FV
15.3% overvalued
intrinsic discount
5.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
5
users have followed this narrative
11 months ago
author updated this narrative
Apotea
UN
Unike
Community Contributor
Apotea is poised for growth with its online pharmacy dominance and upcoming market expansions
Catalysts Most Immediate Catalysts (1–2 Years) Online Pharmacy Market Growth: The Swedish pharmacy market is shifting online, benefiting Apotea as the dominant e-commerce player. Consumers increasingly prefer digital purchases over physical store visits.
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SEK 94.41
FV
21.9% overvalued
intrinsic discount
7.00%
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 months ago
author updated this narrative
Cybin
ZI
Zip2420
Community Contributor
Cybin Set to Revolutionize Psychedelic Therapy with CYB003's Promising Results
It sounds like Cybin (CYBN) is gaining serious traction in the psychedelic therapy space! Guggenheim’s $35 price target is pretty aggressive, considering the stock is currently trading at a fraction of that.
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CA$0
FV
91.4% undervalued
intrinsic discount
87.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 months ago
author updated this narrative
Samhällsbyggnadsbolaget i Norden
IN
InvestorSE
Community Contributor
Undervalued - Price Target SEK 6.50
Samhällsbyggnadsbolaget i Norden AB (SBB) has recently released its Q4 2024 financial report , signaling strong improvements in its financial position and confirming its ability to navigate challenging market conditions. The company reported a pre-tax loss of SEK 613 million , a significant reduction from the SEK 3.37 billion loss in the same period of 2023.
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SEK 6.50
FV
21.8% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
Micron Technology
73
73Skip
Community Contributor
Micron will be one of the biggest beneficiaries in the semiconductor industry of the multi-year growth opportunity driven by AI
Catalysts With the advancement of AI there will be high demand for High Bandwidth Memory (HBM) devices for AI data centres. Micron are in a strong position to serve AI demand for fast storage as these data-intensive applications proliferate.
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US$159.75
FV
31.7% undervalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
4
users have commented on this narrative
53
users have followed this narrative
11 months ago
author updated this narrative
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