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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
20
users have liked this narrative
6
users have commented on this narrative
49
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
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.
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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
10
users have followed this narrative
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Nazara Technologies
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Smartphone Penetration In India Will Drive Mobile Gaming Expansion
Key Takeaways Strategic acquisitions, strong IP partnerships, and international expansion are expected to drive sustained revenue growth, margin expansion, and reduce regional risk. Investment in AI, analytics, and recurring subscription models enhances operational efficiency, monetization, and earnings stability amid the global mobile gaming surge.
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₹1.50k
FV
8.4% undervalued
intrinsic discount
31.48%
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
14 days ago
author updated this narrative
TNE
Technology One
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
ANZ Public Sector Reliance And Global Scrutiny Will Constrain Margins
Key Takeaways Strong reliance on government contracts and a shift to SaaS models create revenue risks, while aggressive global and regulatory environments add further complexity and cost pressures. Rising competition from global SaaS giants and niche cloud solutions threatens market share, pricing power, and long-term earnings stability.
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AU$22.37
FV
83.0% overvalued
intrinsic discount
15.15%
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
14 days ago
author updated this narrative
Ratos
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Digitalization And ESG Will Fuel Nordic Market Expansion
Key Takeaways Strategic pivot towards asset-light, high-margin businesses and portfolio realignment enhances profitability, earnings stability, and reduces exposure to economic cycles. Digitalization, sustainability trends, and structural M&A provide robust growth drivers, elevating recurring revenue, pricing power, and enabling flexible reinvestment for long-term value creation.
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SEK 41.00
FV
13.7% undervalued
intrinsic discount
-14.16%
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
14 days ago
author updated this narrative
Autosports Group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Growing Urban Affluence Will Fuel EV And Prestige Demand
Key Takeaways Expansion into luxury EV brands and digitalization initiatives drive strong growth, improve margins, and deepen capture of affluent urban customers. Strategic acquisitions and a capital-light rollout model enable market dominance and structural outperformance versus industry peers.
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AU$2.82
FV
8.5% undervalued
intrinsic discount
5.62%
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
14 days ago
author updated this narrative
Scout24
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
European Homeownership Decline And GDPR Scrutiny Will Weaken Prospects
Key Takeaways Dependency on the German real estate market and declining homeownership among younger Europeans threaten long-term revenue growth and increase vulnerability to local economic shocks. Regulatory pressures and disruptive technologies challenge Scout24's data monetization, competitive positioning, and ability to expand margins and sustain new service initiatives.
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€82.03
FV
45.3% overvalued
intrinsic discount
9.12%
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
14 days ago
author updated this narrative
Ahluwalia Contracts (India)
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
India's Urbanization And Smart Cities Will Unlock Opportunities
Key Takeaways Strategic focus on high-margin private sector contracts, advanced technology, and new project types positions the company for substantial topline and net margin outperformance. Strong reputation and operational capabilities enable the company to benefit from sector shifts toward quality and compliance, driving sustained growth and higher profitability.
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₹1.20k
FV
19.5% undervalued
intrinsic discount
21.53%
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
14 days ago
author updated this narrative
Kenmare Resources
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Renewable Energy Will Boost Mozambique Mineral Demand
Key Takeaways Operational upgrades and new product streams are poised to substantially elevate profit margins, free cash flow, and shareholder returns through sustained efficiency and innovation. Strategic positioning in key global trends, including ethical sourcing and infrastructure growth, enables premium pricing and long-term revenue outperformance versus peers.
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UK£8.48
FV
61.4% undervalued
intrinsic discount
4.05%
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
14 days ago
author updated this narrative
Evolution Mining
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Stricter ESG Demands And Depleting Reserves Will Erode Margins
Key Takeaways Rising costs, regulatory pressures, and declining reserve quality threaten Evolution Mining's margins, revenue growth, and long-term production stability. Expansion projects and higher capital spending raise financial risk, potentially straining cash flow and balance sheet strength if market conditions deteriorate.
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AU$4.73
FV
58.0% overvalued
intrinsic discount
0.38%
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
14 days ago
author updated this narrative
ProCredit Holding
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Accelerated Digital Banking And Green Lending Will Unlock New Horizons
Key Takeaways Rapid digital banking expansion and financial inclusion position ProCredit for above-forecast revenue and profit growth, ahead of market expectations. Leadership in sustainable finance and cross-border scalability supports higher margins, greater pricing power, and improved access to ESG funding.
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€20.00
FV
54.3% undervalued
intrinsic discount
9.48%
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
14 days ago
author updated this narrative
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