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
59.6% undervalued
intrinsic discount
15.71%
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
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
6
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
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Husqvarna
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Asian Competition And Decarbonization Will Squeeze Margins
Key Takeaways Husqvarna faces intensified competition and margin pressure from global technological shifts, rapid urbanization, and proliferation of low-cost imports, threatening its sales growth and market share. Increased dependence on external suppliers and evolving environmental regulations add supply chain instability and force costly product updates, impacting profitability and operational predictability.
View narrative
SEK 48.00
FV
7.4% overvalued
intrinsic discount
2.10%
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
27 days ago
author updated this narrative
Verallia Société Anonyme
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Shifting Packaging Trends And Rising Costs Will Dampen Outlook
Key Takeaways Shifts toward alternative packaging and stricter emissions standards threaten Verallia's sales volume, margins, and pricing power. High innovation and decarbonization costs, changing consumer habits, and industry consolidation jeopardize profitability and future earnings visibility.
View narrative
€26.50
FV
6.6% overvalued
intrinsic discount
0.94%
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
27 days ago
author updated this narrative
Latent View Analytics
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
AI And BFSI Expansion Will Unlock Future Potential
Key Takeaways Expansion in financial services, new client wins, and sector diversification reduce concentration risk and drive strong, scalable revenue growth. Strategic investments in AI partnerships, talent, and proprietary solutions position Latent View for margin expansion and higher-value, recurring revenue streams.
View narrative
₹476.00
FV
14.2% undervalued
intrinsic discount
17.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
5 days ago
author updated this narrative
Fastenal
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Managed Inventory Expansion And Digital Footprint Will Transform Supply Chains
Key Takeaways Expanding FMI technology and digital footprint aims to boost revenue through efficiency and increased sales representation. Diversifying supply chains outside China and focusing on on-site distribution could improve margins, customer retention, and offset rising costs.
View narrative
US$43.25
FV
4.9% overvalued
intrinsic discount
8.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
20
users have followed this narrative
Updated
narrative
Chefs' Warehouse
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Urban Expansion And Premium Dining Will Define Future Success
Key Takeaways Strategic shift toward premium offerings, operational efficiency, and digital integration is expected to boost margins and strengthen market position in upscale metropolitan areas. Focused portfolio management and disciplined M&A support expansion, improved profitability, and sustained growth by prioritizing high-value customers and specialty products.
View narrative
US$75.43
FV
11.3% undervalued
intrinsic discount
6.81%
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
Updated
narrative
Safran
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
Upcoming Acquisitions And Technological Advancements Will Improve MRO Capabilities And Support Sustainability
Key Takeaways Acquisition of key MRO and flight control activities boosts Safran's capabilities, enhancing future revenue and operating income potential. Innovation and sustainability focus, including advanced military systems and green technologies, positions Safran for revenue growth and margin improvement.
View narrative
€293.48
FV
2.0% undervalued
intrinsic discount
10.12%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
35
users have followed this narrative
Updated
narrative
Pulmonx
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
LungTrax And Global Expansion Will Broaden Market Access
Key Takeaways Expansion into new markets and innovative tools like LungTrax could grow patient volume, boosting revenue and operational efficiency. Global growth in Europe, China, and potential in Japan supports geographical diversification and long-term revenue opportunities.
View narrative
US$9.25
FV
82.2% undervalued
intrinsic discount
21.82%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
0
users have followed this narrative
Updated
narrative
Amkor Technology
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Advanced Packaging And AI Adoption Will Forge A Thriving Future
Key Takeaways Accelerating AI adoption and next-gen devices are driving advanced packaging demand, boosting Amkor's revenue growth, margin expansion, and long-term profitability prospects. Strategic global investments and operational rationalization improve resilience, attract key partners, and optimize margins through enhanced capacity, diversification, and cost structure.
View narrative
US$24.38
FV
8.3% undervalued
intrinsic discount
6.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
Updated
narrative
WH Group
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
Cost Efficiency And New Products Will Revitalize Meat Segments
Key Takeaways WH Group's focus on cost efficiency, optimized product mix, and value products aims to regain market share and stimulate revenue growth despite weak demand. Strategies in digitalization, restructuring sales, and reducing commodity volatility are expected to enhance margins, stabilize earnings, and boost profitability.
View narrative
HK$8.63
FV
7.7% undervalued
intrinsic discount
2.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Value any company in seconds
Popular companies