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
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
7
users have commented on this narrative
62
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
6
users have commented on this narrative
93
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
20.6% 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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
K92 Mining
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Papua New Guinea Expansion Will Harness Global Green Energy Demand
Key Takeaways Accelerated mine expansion, automation, and grade improvements position K92 for stronger margins, sustained production outperformance, and multi-year earnings growth above forecasts. Strong local relationships and rising commodity prices enable future expansion, new development opportunities, and robust long-term revenue and cash flow growth.
View narrative
CA$22.00
FV
30.1% undervalued
intrinsic discount
33.94%
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
New
narrative
Karoon Energy
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Global Urbanization Will Expand Baúna Production Scale
Key Takeaways Operational enhancements and opportunistic acquisitions are set to boost production uptime, earnings scale, and margins for sustained growth. Leadership in decarbonization and ESG initiatives is improving pricing power and lowering capital costs, supporting stronger long-term returns.
View narrative
AU$2.70
FV
28.5% undervalued
intrinsic discount
-4.03%
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
New
narrative
Zigup
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Expansion And Urbanization Will Unlock Scalable Opportunities In Spain And Beyond
Key Takeaways Zigup's early market entry, automation, and AI-driven service integration position it to capture outsized revenue and margin gains beyond common forecasts. Strategic fleet investments, sustainability focus, and disciplined expansion are set to amplify market dominance and unlock higher-value enterprise and geographic opportunities.
View narrative
UK£5.50
FV
38.9% undervalued
intrinsic discount
5.18%
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
New
narrative
Thor Explorations
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Electrification Will Boost West African Gold Prospects Despite Risks
Key Takeaways Accelerated exploration, new drill rigs, and unhedged gold production uniquely position the company for rapid earnings growth and outsized margin expansion. Expansion into Côte d'Ivoire and first-mover lithium assets unlock multi-asset upside and provide funding flexibility for further gold development.
View narrative
CA$1.20
FV
34.2% undervalued
intrinsic discount
-18.91%
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
New
narrative
GTN
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digital Transformation And Urbanization Will Redefine Local Advertising
Key Takeaways Digital content and platform integration position GTN to outpace peers in audience reach and high-margin local advertising, fueling lasting revenue and earnings growth. Aggressive capital deployment through buybacks and tech-driven cost reductions may drive higher-than-expected returns and sustained improvements in margins and cash flow.
View narrative
AU$0.74
FV
46.6% undervalued
intrinsic discount
5.48%
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
New
narrative
Kirby
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Data Center Demand And Reshoring Will Expand Domestic Marine Markets
Key Takeaways Limited vessel availability and industry consolidation bolster Kirby's pricing power, revenue growth, and margin expansion across its marine transportation business. Rising data center activity and manufacturing reshoring trends drive multi-year growth opportunities for Kirby's Distribution, Services, and Marine segments, enhancing long-term stability.
View narrative
US$120.60
FV
17.4% undervalued
intrinsic discount
6.00%
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
Updated
narrative
DigitalOcean Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Transformation And AI Adoption Will Spur Expansion Despite Risks
Key Takeaways Broad AI and product innovation is expanding DigitalOcean's market reach, improving customer retention, and driving sustained revenue growth from SMBs and developers. Enhanced direct sales, partnerships, and scalable operations are improving cash flow predictability, profitability, and long-term margin growth.
View narrative
US$41.18
FV
19.7% undervalued
intrinsic discount
14.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
Updated
narrative
Canopy Growth
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Medical Cannabis And Vaporizer Offerings Will Expand Global Markets
Key Takeaways Growth in the medical cannabis sector and product innovation in adult-use and premium vaporizers position Canopy for revenue and market share expansion. Acquisitions and operational efficiencies in the U.S. and international markets aim to drive profitability through cost synergies and improved net margins.
View narrative
CA$2.98
FV
42.3% undervalued
intrinsic discount
3.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
Updated
narrative
Hyster-Yale
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Manufacturing Changes And New Products Could Improve Efficiency Despite Market Challenges
Key Takeaways Streamlining manufacturing and optimizing production enhance efficiency, reduce costs, and improve net margins long term. New product innovations and sector collaborations align with market trends, capturing market share and boosting revenues and margins.
View narrative
US$50.00
FV
n/a
intrinsic discount
-0.095%
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
Updated
narrative
Value any company in seconds
Popular companies