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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
49
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
30
users have liked this narrative
6
users have commented on this narrative
81
users have followed this narrative
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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
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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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
New
narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
5.3% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
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Cboe Global Markets
IS
iStock
Community Contributor
Cboe Global Markets will thrive with a future PE of 28.91x leading to growth
Metrics Used in Calculation For CBOE Global Markets, I employed two-stage models for both DCF and DDM analysis given the company's established market position with potential for different growth phases: 1. Two-Stage Discounted Cash Flow (DCF) Model Phase 1 (Years 1-10) : 8% free cash flow growth reflecting CBOE's strong market position and expanding derivatives business Phase 2 (Perpetual) : 3% growth rate aligned with long-term economic growth expectations Projects free cash flows over 10 years plus terminal value using perpetual growth model 2.
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US$201.42
FV
23.2% overvalued
intrinsic discount
3.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
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Ikeja Hotel
WA
WaneInvestmentHouse
Community Contributor
Ikeja Hotel Plc – Financial Highlights (H1 2025)
Income Statement Analysis (6 Months Ended 30 June 2025) Metric H1 2025 (₦’000) H1 2024 (₦’000) % Change Revenue 12,131,817 8,207,077 +47.8% Gross Profit 5,962,385 3,232,529 +84.5% Operating Profit 4,566,128 2,208,959 +106.7% Profit Before Tax 4,670,347 2,058,921 +126.8% Profit After Tax (PAT) 3,109,081 1,342,294 +131.6% EPS (Kobo) 144 62 +132.3% Profit Margin significantly improved due to: Strong revenue growth of ~48%. Controlled administrative & distribution expenses.
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₦17.01
FV
21.1% overvalued
intrinsic discount
5.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
5
users have followed this narrative
Updated
narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
53.2% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
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Neimeth International Pharmaceuticals
WA
WaneInvestmentHouse
Community Contributor
Neimeth Pharmaceuticals Delivers Strong Turnaround in H1 2025 Despite Financing Cost Pressures
Neimeth Pharmaceuticals Delivers Strong Turnaround in H1 2025 Despite Financing Cost Pressures Neimeth International Pharmaceuticals Plc posted a robust recovery in its half-year 2025 earnings, underpinned by strong revenue growth and operational efficiency, despite the lingering drag of elevated finance costs. Key Highlights: Revenue Surge : Neimeth reported a 76% year-on-year increase in revenue to ₦2.91 billion in H1 2025, up from ₦1.66 billion in H1 2024.
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₦7.38
FV
4.3% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
12
users have followed this narrative
Updated
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Spotify Technology
MI
MichaelP
Content Lead
Industry Tailwinds, Increased Monetization and Changing Cost Structure Will Lead To Higher Cash Flows
Key Takeaways Spotify is wisely focusing on long-term objectives over short-term profitability. Leverage will shift from labels (suppliers) to Spotify (the aggregator) as scale continues to grow.
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US$703.12
FV
5.2% undervalued
intrinsic discount
19.00%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
7
users have commented on this narrative
27
users have followed this narrative
7 days ago
author updated this narrative
eTranzact International
WA
WaneInvestmentHouse
Community Contributor
eTranzact International Plc - H1/Q2 Result
eTranzact International Plc has delivered a solid financial performance for the first half of 2025, with a YoY revenue decline of 5.4% but a notable improvement in profitability , indicating operational efficiency and cost control. The company's strong asset base, improved margins, and increasing equity position highlight resilience and growth potential within Nigeria’s digital financial services sector.
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₦5.98
FV
50.5% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
8 days ago
author updated this narrative
Transnational Corporation of Nigeria
WA
WaneInvestmentHouse
Community Contributor
Transnational Corporation Plc H1 2025 Results – Impressive Revenue Growth and Profit Expansion Across Segments
Transnational Corporation Plc (Transcorp) delivered strong top- and bottom-line performance for the half-year ended June 30, 2025, reinforcing its position as a diversified conglomerate with robust growth momentum, especially in its power and hospitality segments. Key Highlights – Group Performance (H1 2025 vs H1 2024) Metric H1 2025 H1 2024 Change Revenue ₦279.68bn ₦175.43bn +59.5% Gross Profit ₦130.92bn ₦85.48bn +53.2% Operating Profit ₦91.98bn ₦76.97bn +19.5% Profit Before Tax (PBT) ₦85.70bn ₦70.92bn +20.8% Profit After Tax (PAT) ₦65.17bn ₦52.79bn +23.4% EPS (Basic & Diluted) 408 kobo 81 kobo +404% Other Comprehensive Income ₦747m gain ₦1.54bn loss Turnaround Parent Company Performance Revenue rose by 75.5% to ₦35.82bn (from ₦20.41bn).
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₦55.00
FV
8.5% undervalued
intrinsic discount
27.12%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
10
users have commented on this narrative
26
users have followed this narrative
8 days ago
author updated this narrative
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