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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
7
users have commented on this narrative
58
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
28.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
32
users have liked this narrative
6
users have commented on this narrative
89
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.
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US$105.80
FV
20.8% 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
13
users have followed this narrative
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Coursera
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Technology Driven Upskilling Will Expand Global Learning Markets
Key Takeaways Surging global demand for tech and job-relevant credentials, plus broad employer acceptance, is driving user growth and boosts revenue potential per learner. Expanding enterprise partnerships and innovative, AI-driven features are set to strengthen margins, user retention, and scalable international growth.
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US$12.23
FV
1.2% undervalued
intrinsic discount
6.01%
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
about 12 hours ago
author updated this narrative
Main Street Capital
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Shifting Focus And Rising Credit Issues Signal Turbulence Ahead For Growth
Key Takeaways Shifting focus to new lower middle market platforms may risk the quality and performance of investments, potentially affecting future income and asset value. Strategic changes, including portfolio adjustments and internal resource re-allocation, could lead to income fluctuation and operational efficiency challenges.
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US$56.25
FV
12.9% overvalued
intrinsic discount
1.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
10 days ago
author updated this narrative
3105
WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Next-Generation Wireless And LEO Satellites Will Expand Global Opportunities
Key Takeaways Diversification into infrastructure, satellite, and AI-driven markets reduces revenue volatility and strengthens gross margins, offsetting declines in legacy smartphone business. Advanced RF technologies and increased outsourcing bolster technological leadership, support higher-margin segments, and position the company for sustained long-term growth.
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NT$86.69
FV
0.2% undervalued
intrinsic discount
12.14%
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
Updated
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BUA Cement
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Nigerian Capacity Expansion Will Unlock Potential Despite Cost Risks
Key Takeaways Aggressive capacity expansion and heavy reliance on Nigeria heighten risk from local demand shocks, macro volatility, and political disruptions. Persistent cost inflation, currency depreciation, and environmental compliance could pressure margins, cash flow, and overall returns if risks are not managed effectively.
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₦116.51
FV
44.7% overvalued
intrinsic discount
23.01%
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
Updated
narrative
Ingevity
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Portfolio Repositioning And Engineered Additives Will Create A Sustainable Future
Key Takeaways Strategic divestitures and operational optimization drive focus on high-value specialty chemicals, boosting margins, efficiency, and free cash flow resilience. Innovation investment and global expansion into sustainable applications support long-term growth, business diversification, and margin stability.
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US$60.50
FV
16.5% undervalued
intrinsic discount
3.14%
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
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SigmaRoc
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Lime And Limestone Integration And Divestitures Will Improve Efficiency
Key Takeaways Strategic divestments and focus on profitable segments are set to enhance net margins and revenue quality through targeted asset sales. Synergies, efficient cash flow use, and sector positioning could drive earnings growth and margin improvements through internal efficiencies and cost savings.
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UK£1.38
FV
11.6% undervalued
intrinsic discount
6.38%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
about 8 hours ago
author updated this narrative
Chroma ATE
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Accelerating AI And 5G Trends Will Drive Industry Expansion
Key Takeaways Accelerating demand from AI, high-performance computing, and electrification trends is fueling strong order growth and expanding market opportunities. Emphasis on advanced, proprietary testing platforms and disciplined margin management supports pricing power, technology leadership, and sustained profitability improvements.
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NT$501.67
FV
0.07% overvalued
intrinsic discount
14.64%
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
Updated
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Grupo Cibest
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Nequi's Expansion And Regional Diversification May Strengthen Prospects Despite Margin Pressure
Key Takeaways Bancolombia's loan portfolio growth, particularly in mortgages and regional diversification, is expected to drive future revenue expansion and earnings enhancement. Strategic initiatives in digital platforms and capital management could improve net margins and support long-term profitability goals.
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Col$55.83k
FV
4.2% undervalued
intrinsic discount
14.52%
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
about 7 hours ago
author updated this narrative
Hongkong Land Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Marquee Asset Repositioning And Asian Expansion Will Create Lasting Value
Key Takeaways Prudent capital management, asset repositioning, and a growing fund management platform are expected to support earnings growth and improve shareholder value. Strategic expansion in high-growth cities and operational streamlining aim to boost recurring revenues, reduce volatility, and enhance profitability.
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US$6.31
FV
2.6% undervalued
intrinsic discount
5.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 8 hours ago
author updated this narrative
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