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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
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
66
users have followed this narrative
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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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
users have followed this narrative
Updated
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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
20.6% 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
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BBB Foods
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Urbanization And Digital Trends Will Transform Modern Grocery Retail
Key Takeaways Undervalued store expansion potential and technological advancements position BBB Foods for outsized operational efficiency and long-term margin gains. Urbanization and formal retail migration, combined with strong cash flow, enable sustainable growth and diversification into new revenue streams.
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US$42.30
FV
39.0% undervalued
intrinsic discount
31.68%
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
1 day ago
author updated this narrative
Innolux
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Digital Lifestyles Will Drive Growth Amid Competitive Headwinds
Key Takeaways Premium product focus, strategic partnerships, and green technology adoption position Innolux for substantial margin expansion and industry-leading profitability. Diversified solutions, capital flexibility, and advanced manufacturing drive long-term revenue growth and operational resilience across emerging markets and next-gen verticals.
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NT$17.50
FV
32.9% undervalued
intrinsic discount
2.05%
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
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Hapvida Participações e Investimentos
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And Brazil's Demographics Will Expand Private Healthcare
Key Takeaways Ahead-of-schedule integration, digitalization, and AI-driven automation are driving faster cost reductions, margin expansion, and improved care quality for Hapvida. Aggressive organic growth, expanding clinical research, and sector consolidation position Hapvida for premium policyholder growth and resilient, high-margin revenues.
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R$84.86
FV
58.0% undervalued
intrinsic discount
12.67%
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
1 day ago
author updated this narrative
CD Projekt
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Gaming Expansion Will Revitalize Cyberpunk And Witcher
Key Takeaways Launches on new platforms and expansion into transmedia are set to broaden audience reach and create new, recurring revenue streams. Increased investment in development teams and digital sales strategy is driving stronger pipelines and improving long-term margin potential.
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zł350.00
FV
26.7% undervalued
intrinsic discount
90.96%
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
1 day ago
author updated this narrative
DEME Group
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Yellowstone And Orion Will Drive Offshore Wind And Coastal Resilience
Key Takeaways DEME is set for sustained, above-market growth due to leadership in offshore wind, marine infrastructure, and the global push for energy transition and coastal resilience. Strong financial discipline and advanced fleet utilization position DEME for significant margin expansion and the ability to outinvest constrained competitors.
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€200.00
FV
34.0% undervalued
intrinsic discount
6.29%
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
1 day ago
author updated this narrative
ASMPT
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
Digitization, Automation And 5G Will Drive Packaging Revolution
Key Takeaways ASMPT's leadership in advanced packaging and exclusive technologies positions it to accelerate growth, outpace competitors, and capture significant market share as adoption expands. Diversification across products and regions, increased recurring revenue, and operational efficiencies are expected to drive durable profits and long-term financial resilience.
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HK$97.91
FV
29.5% undervalued
intrinsic discount
19.34%
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
1 day ago
author updated this narrative
Vienna Insurance Group
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
CEE Digital Transformation Will Unlock Expansive Insurance Opportunities
Key Takeaways Strategic acquisitions in underpenetrated markets and a robust brand position the group to compound long-term revenue streams as insurance demand rises. Accelerating digital adoption and strong capitalization create cost efficiencies and support market share gains across core regions.
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€49.50
FV
4.8% undervalued
intrinsic discount
6.45%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
TUI
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Rising Middle Class And Digitalization Will Expand Leisure Travel
Key Takeaways TUI leverages digitalization, dynamic packaging, and integrated travel experiences to drive higher margins, increase direct customer engagement, and strengthen recurring revenue. Strategic expansion in Asia and the Caribbean, plus European market consolidation, positions TUI for sustained industry outperformance and enhanced profitability.
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€15.27
FV
48.8% undervalued
intrinsic discount
6.85%
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
1 day ago
author updated this narrative
Endurance Technologies
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Accelerated EV Adoption And Global OEM Ties Will Expand Markets
Key Takeaways Strategic acquisitions, vertical integration, and proprietary technology are positioning Endurance as a premium, diversified global supplier with accelerated growth potential and margin expansion. Expansion into high-value automotive and non-auto markets, combined with innovative products and strong OEM partnerships, enhances revenue stability and supports higher long-term valuation.
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₹3.28k
FV
23.0% undervalued
intrinsic discount
20.04%
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
1 day ago
author updated this narrative
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