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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
6
users have commented on this narrative
49
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
28
users have liked this narrative
5
users have commented on this narrative
77
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.
View narrative
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
10
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
TKH Group
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Emerging Technologies And Defense Industries To Benefit From R&D Investments
Key Takeaways Strategic focus on automation and electrification aligns with global trends, potentially boosting revenue and margins. Cost-saving measures and divestments aim to optimize operations, improving net margins and focusing on core growth areas.
View narrative
€46.75
FV
24.5% undervalued
intrinsic discount
4.29%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
21
users have followed this narrative
7 days ago
author updated this narrative
Douglas
AN
AnalystConsensusTarget
Consensus Narrative from Analysts
Expansion Into Central And Eastern Europe And Exclusive Partnerships Will Strengthen Future Market Position
Key Takeaways Douglas's expansion in Central and Eastern Europe and omnichannel strategy investments may enhance revenue and store productivity. Supply chain efficiency and exclusive brand partnerships could boost net margins, revenue, and brand differentiation.
View narrative
€16.00
FV
36.6% undervalued
intrinsic discount
3.70%
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
HSBC Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Asian Wealth Management And Trade Networks Will Sustain Future Resilience
Key Takeaways Focus on Asian wealth management, digital innovation, and trade flows positions HSBC for higher-margin, resilient growth as it reallocates resources from weaker markets. Strategic divestments and a strong deposit base in Asia underpin improved returns, operational efficiency, and sustained fee and interest income growth.
View narrative
UK£9.49
FV
1.5% undervalued
intrinsic discount
6.56%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
111
users have followed this narrative
7 days ago
author updated this narrative
Fourlis Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Store Remodels And Digital Upgrades Will Expand Market Presence
Key Takeaways Expansion of IKEA stores and partnership with Foot Locker are key to revenue growth and geographical diversification, enhancing market reach. Advancements in logistics and digital transformation are set to boost efficiency, profitability, and support growth in both revenue and net margins.
View narrative
€5.70
FV
17.3% undervalued
intrinsic discount
10.27%
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
Judo Capital Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Regional Expansion And New SME Products Will Drive Future Lending Opportunities
Key Takeaways Regional expansion and new business bankers are expected to drive growth by increasing lending and positively impacting future revenue. Strong Net Interest Margin and proactive portfolio management enhance earnings and reduce impairment expenses, supporting profitability and revenue growth.
View narrative
AU$2.00
FV
19.6% undervalued
intrinsic discount
24.89%
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
7 days ago
author updated this narrative
Ariston Holding
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Government Incentives And Global Expansion Will Drive Renewable Heating
Key Takeaways Strong policy tailwinds and rising demand for energy-efficient appliances are driving growth, enhancing Ariston’s revenue mix and market positioning in both mature and emerging markets. Operational efficiency, disciplined capital management, and strategic expansion activities underpin sustainable margin improvements and position Ariston for ongoing profitable growth.
View narrative
€4.98
FV
8.5% undervalued
intrinsic discount
2.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
Equinox Gold
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Greenstone Ramp-Up And Castle Mountain Expansion Will Transform Gold Operations By 2025
Key Takeaways Greenstone, Piaba, and Castle Mountain projects set to enhance gold output, boost revenues, and strengthen earnings. Operational efficiencies from Bahia complex promise cost reductions and improved net margins.
View narrative
CA$11.01
FV
18.0% undervalued
intrinsic discount
45.64%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
25
users have followed this narrative
7 days ago
author updated this narrative
Vivara Participações
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
New Life Stores And Lab Diamonds Will Expand Market Presence
Key Takeaways Expansion strategy targets new store openings and product line innovation to boost market presence and revenue growth. Efficiency initiatives and production capacity increases enhance margins and earnings through cost reduction and productivity improvements.
View narrative
R$30.54
FV
10.6% undervalued
intrinsic discount
12.18%
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
7 days ago
author updated this narrative
Ujjivan Small Finance Bank
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Digital Platforms And Diversified Lending Will Shape Future Expansion
Key Takeaways Strategic expansion into diverse lending segments and digital investments enables risk diversification, revenue growth, and improved margin prospects through operational efficiencies. Enhanced capital allocation flexibility and improved funding costs, alongside stable asset quality, position the bank for sustained profitability and stronger earnings quality.
View narrative
₹54.20
FV
20.5% undervalued
intrinsic discount
27.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
36
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies