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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
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
28.0% 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
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
20.6% 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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QUALCOMM
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Global Tensions And Sovereignty Trends Will Erode Value
Key Takeaways Worsening US-China tensions and increased localization threaten Qualcomm's revenue, market share, and licensing profitability due to shrinking international demand and intensified competition. Rising client vertical integration and adoption of open-source architectures undermine chip sales, royalty streams, and net margins, increasing risks of margin compression and obsolescence.
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US$140.00
FV
5.4% overvalued
intrinsic discount
0.15%
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
17 days ago
author updated this narrative
Dassault Aviation société anonyme
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Rising Defense Budgets And Business Jet Demand Will Drive Growth
Key Takeaways Robust defense and business aviation demand, new export wins, and local partnerships are driving strong revenue momentum and diversification prospects for Dassault Aviation. Investments in sustainable tech, digitalization, and aftermarket services are set to lift recurring revenues and margins beyond current market expectations.
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€383.81
FV
30.0% undervalued
intrinsic discount
21.68%
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
17 days ago
author updated this narrative
REC
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
India's Urbanization And Renewable Energy Will Unlock Lending Prospects
Key Takeaways Aggressive growth opportunities from large-scale state projects, distributed solar, and infrastructure diversification could drive long-term revenue and asset expansion well above sector trends. Superior funding strategy, digital transformation, and sector reforms are set to boost margins, reduce concentration risk, and structurally improve asset quality and earnings stability.
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₹619.42
FV
38.4% undervalued
intrinsic discount
12.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
17 days ago
author updated this narrative
Masco
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
China Tariffs Will Cut Margins While Cost Actions Will Support Recovery
Key Takeaways New tariffs on Chinese imports are increasing costs, hurting Masco's margins and profitability, particularly in the Plumbing segment. Leadership transition at Masco may introduce strategic uncertainty, potentially affecting earnings amid macroeconomic and demand challenges.
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US$60.00
FV
15.5% overvalued
intrinsic discount
1.56%
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
17 days ago
author updated this narrative
Lamb Weston Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Rising Regulations And Shifting Diets Will Undermine Profitability
Key Takeaways Shifting consumer preferences, demographic trends, and narrow product focus threaten Lamb Weston's long-term sales, market share, and growth strategies. Regulatory demands and buyer consolidation are set to elevate costs and compress margins, challenging future profitability and earnings potential.
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US$55.00
FV
6.3% undervalued
intrinsic discount
2.11%
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
17 days ago
author updated this narrative
Nippon Paint Holdings
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Asian Urbanization And Green Building Trends Will Drive Expansion
Key Takeaways Margin expansion and profit growth are underpinned by the AOC acquisition, cost efficiencies, and innovation in sustainable coatings. Strategic focus on emerging Asian markets and new urban areas diversifies revenue, supporting long-term growth and earnings stability.
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JP¥1.55k
FV
14.8% undervalued
intrinsic discount
9.45%
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
17 days ago
author updated this narrative
SBI Life Insurance
AN
AnalystHighTarget
Consensus Narrative from 33 Analysts
Rising Middle Class And Digitalization Will Expand Insurance Adoption
Key Takeaways Product mix shift, agency acceleration, and digital adoption are driving superior margin and profit growth, positioning SBI Life ahead of market expectations. Strong bancassurance network, technology investments, and rising insurance adoption uniquely position SBI Life for sustained compound premium growth and long-term market share gains.
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₹2.50k
FV
26.7% undervalued
intrinsic discount
19.22%
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
17 days ago
author updated this narrative
Ajinomoto
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Emerging Lifestyles And Health Trends Will Elevate Processed Foods Markets
Key Takeaways Accelerated innovation, digital transformation, and targeted emerging market strategies position Ajinomoto to surpass market expectations in both revenue growth and profitability. Leadership in sustainable and health-focused solutions, alongside portfolio optimization, supports robust cash flow and outsized shareholder returns.
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JP¥4.70k
FV
15.0% undervalued
intrinsic discount
6.77%
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
17 days ago
author updated this narrative
LY
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
Digital Advertising Trends Will Shape AI And Global Platforms
Key Takeaways Expansion into digital financial services and advertising integration positions LY for outsized growth through new markets, capital access, and unified audience targeting across major platforms. Broad AI deployment and increasing merchant adoption are set to boost user engagement, monetization, and operational efficiencies, supporting robust revenue and margin gains.
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JP¥650.00
FV
24.4% undervalued
intrinsic discount
9.78%
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
17 days ago
author updated this narrative
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