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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
22
users have liked this narrative
6
users have commented on this narrative
50
users have followed this narrative
New
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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
31
users have liked this narrative
6
users have commented on this narrative
85
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
11
users have followed this narrative
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SiriusPoint
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Refined Underwriting And Climate Reinsurance Will Unlock Opportunities
Key Takeaways Enhanced specialty underwriting and analytics are driving sustainable earnings growth, increased profitability, and improved operating efficiency. Global diversification and focus on climate risk open opportunities for premium growth while reducing volatility and strengthening market positioning.
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US$25.33
FV
26.8% undervalued
intrinsic discount
8.83%
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
7 days ago
author updated this narrative
Nyab
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Scandinavian Infrastructure Spending Will Unlock Future Opportunities
Key Takeaways Expansion in energy and infrastructure, plus high-value projects, positions Nyab for sustained growth driven by public and private sector investment. Improving operational efficiency and the Dovre acquisition boost profitability and diversification, reducing dependence on any single market or sector.
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SEK 6.98
FV
1.2% undervalued
intrinsic discount
16.30%
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
7 days ago
author updated this narrative
We Buy Cars Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
South African Digital Growth Will Drive Affordable Mobility
Key Takeaways Strong digital focus, network expansion, and value-oriented strategy position the company for outperformance amid rising demand for affordable used vehicles. Investments in technology, capital-light formats, and national reach drive operational efficiency, market consolidation, and sustained earnings growth.
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R59.29
FV
10.0% undervalued
intrinsic discount
16.42%
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
7 days ago
author updated this narrative
Harbour Energy
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Oil And Gas Demand Will Power Future Production
Key Takeaways Strategic expansion in global energy markets and portfolio optimization are set to drive sustainable production, operational leverage, and long-term earnings growth. Cost efficiencies, asset transition, and carbon capture investments will support improved margins, regulatory resilience, and enhanced cash flow stability.
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UK£2.75
FV
25.7% undervalued
intrinsic discount
6.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
7 days ago
author updated this narrative
Gujarat Mineral Development
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Coal And Copper Expansion Will Bring Risks And Upsides
Key Takeaways Reliance on aggressive growth and diversification strategies is threatened by execution risks, regulatory hurdles, and potential shortfalls in market demand for key minerals. Financial projections may be overly optimistic, as rising costs, competition, and decarbonization could pressure margins and delay anticipated returns from new projects.
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₹231.00
FV
79.2% overvalued
intrinsic discount
18.70%
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
7 days ago
author updated this narrative
Oceana Group
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Vessel Upgrades And Sourcing Shifts Will Expand Export Markets
Key Takeaways Upgraded operations and strategic stockpiling have boosted efficiency, enabled steady production, and positioned Oceana for higher margins and future revenue growth. Expanding export markets and strong demand for sustainable seafood support international growth, while value chain integration drives profitability in fishmeal and fish oil.
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R60.00
FV
11.5% undervalued
intrinsic discount
4.93%
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
7 days ago
author updated this narrative
NewRiver REIT
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Capital & Regional Acquisition Will Expand London Retail Opportunity
Key Takeaways Strategic focus on necessity-led retail and urban expansion enhances occupancy, tenant retention, and resilience against shifting consumer trends and demographic changes. Synergies from acquisitions, low debt costs, and a growing asset management platform support margin expansion and diversified long-term earnings growth.
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UK£0.92
FV
21.8% undervalued
intrinsic discount
-5.02%
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
7 days ago
author updated this narrative
Atresmedia Corporación de Medios de Comunicación
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Fragmenting TV Audiences And Tech Rivalry Will Undermine Revenue
Key Takeaways Reliance on traditional TV ad revenue and slow digital growth exposes the company to market shifts, audience fragmentation, and margin pressure. Larger global platforms' dominance limits Atresmedia's digital revenue potential, increasing earnings risk and threatening market share and long-term profitability.
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€5.37
FV
8.7% undervalued
intrinsic discount
4.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Record
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Dynamic Hedging And Private Markets Will Shape Global Trends
Key Takeaways Expanding risk management and tailored private market solutions are strengthening recurring revenue and deepening institutional client relationships, supporting diversified and stable growth. Strategic focus on data-driven technology, cost efficiency, and differentiated offerings is enhancing operational leverage, margins, and long-term profitability.
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UK£1.40
FV
57.9% undervalued
intrinsic discount
6.23%
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
7 days ago
author updated this narrative
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