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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
15
users have followed this narrative
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AlTi Global
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Allianz X And German Expansion Will Shape Future Wealth Management
Key Takeaways Expansion through acquisitions and partnerships supports access to ultra-wealthy markets, differentiated offerings, and recurring fee-based revenue growth. Technology upgrades and focus on core wealth management unlock operational efficiency, margin improvement, and capital for targeted growth initiatives.
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US$9.00
FV
49.3% undervalued
intrinsic discount
14.93%
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
17 days ago
author updated this narrative
ProFrac Holding
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
OPEC Hikes And Regulatory Risks Will Cripple Oil Services
Key Takeaways Regulatory, ESG, and energy transition pressures threaten revenue growth, margin stability, and affordable financing amid sector headwinds and shifting demand. Dependency on North American shale and significant capex needs risk margin compression and cash flow strain as automation reduces pricing power.
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US$6.70
FV
5.8% undervalued
intrinsic discount
-1.37%
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
Establishment Labs Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Minimally Invasive Procedures Will Expand US And Global Aesthetic Markets
Key Takeaways Increasing demand for minimally invasive cosmetic breast procedures and strong U.S. market performance are driving revenue growth and higher margins. Expanding international presence, effective marketing, and operational discipline position the company for sustained growth and profitability improvements.
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US$56.25
FV
38.1% undervalued
intrinsic discount
27.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
17 days ago
author updated this narrative
Liberty Latin America
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Fiber And Mobile Upgrades Will Drive Digital Expansion
Key Takeaways Network upgrades and strategic market consolidation enhance customer retention, pricing power, and long-term revenue stability across core regions. Demographic trends and digital adoption drive increased demand for high-speed connectivity, supporting sustainable growth in broadband and mobile services.
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US$9.75
FV
20.1% undervalued
intrinsic discount
2.70%
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
17 days ago
author updated this narrative
Marcus & Millichap
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Wealth Transfer And Urbanization Will Unlock Real Estate Potential
Key Takeaways Investments in technology and strategic acquisitions position the company to capture market share and enhance productivity as transaction activity accelerates. Demographic shifts and migration trends are expected to expand commercial real estate demand, supporting sustainable revenue and earnings growth.
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US$30.00
FV
3.1% undervalued
intrinsic discount
15.91%
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
AvidXchange Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
ERP Integrations And Digital Payments Will Unlock Opportunities
Key Takeaways Expanded ERP integrations and digital payment migrations are expected to boost customer growth, revenue, and margin amid a broader B2B e-payment market shift. AI-driven automation and value-added fintech product rollouts are set to increase operational efficiency, elevate revenue per user, and support long-term earnings stability.
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US$9.83
FV
0.3% overvalued
intrinsic discount
10.23%
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
17 days ago
author updated this narrative
Hertz Global Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Ride-sharing And EV Trends Will Pressure And Spark Future Renewal
Key Takeaways Evolving mobility trends and urban development threaten Hertz's traditional business model and future revenue growth potential. Financial constraints from legacy issues and market volatility limit Hertz's ability to modernize, pressuring margins and earnings.
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US$3.99
FV
39.2% overvalued
intrinsic discount
-0.043%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
17 days ago
author updated this narrative
Americold Realty Trust
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Recurring Revenue And Global Cold Chain Expansion Will Secure Value
Key Takeaways Long-term contracts and strategic international partnerships drive stable, recurring cash flows, positioning the company for revenue growth and diversification. Investments in technology, automation, and labor efficiency boost service margins, enhance pricing power, and strengthen competitive positioning amid industry supply constraints.
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US$22.27
FV
34.7% undervalued
intrinsic discount
6.00%
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
17 days ago
author updated this narrative
Tantalus Systems Holding
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Grid Modernization And Electrification Will Create New Utility Opportunities
Key Takeaways Strong revenue growth and increased orders indicate rising demand and promising future revenue for Tantalus' grid modernization platform. Executive talent additions will bolster strategic initiatives and optimize future earnings amid structural industry tailwinds.
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CA$4.45
FV
29.4% undervalued
intrinsic discount
18.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
17 days ago
author updated this narrative
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