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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
6
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
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
10
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
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
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GSK
DA
DailyInvestors
Community Contributor
GSK: March Madness Lineup
March Madness is here, or so they say on the basketball courts. But Marchs madness is slowly moving off to more than just the courts.
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UK£78.00
FV
82.1% undervalued
intrinsic discount
49.03%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
5 months ago
author updated this narrative
Praemium
VE
veganmaister
Community Contributor
Insider Purchases
0.66
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AU$0.66
FV
4.5% overvalued
intrinsic discount
8.68%
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
about 1 month ago
author updated this narrative
Tesla
VA
ValueStacker
Community Contributor
Moon Bagger
Assuming Tesla successfully competes with Uber in all markets with 10 million robotaxis and produces 10 million Optimus robots per year by 2030, while its EV business follows its current trajectory, a reasonable share price estimate is approximately $2,500, implying an $8 trillion market cap. This assumes significant execution success, 30–50% robotaxi market share, and Optimus adoption.
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US$2.50k
FV
87.6% undervalued
intrinsic discount
83.71%
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
3 months ago
author updated this narrative
Wolfspeed
TR
TristyTreat
Community Contributor
Wolfspeed trading patterns look odd since Summer 2024
(Invested, don't don't know how to configure that). The following is offered as an crowd source peer-review observation of Wolfspeed social media / stock trading patterns coinciding timeline over the last six months (Fall 2024 / Winter 2025), following activist investor "campaign" beginning Spring 2024.
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US$29.00
FV
94.8% undervalued
intrinsic discount
22.71%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
4 months ago
author updated this narrative
AT&T
MA
MancMan
Community Contributor
Collect dividend for a year & see if it is a turnaround play
This stock I have held on to throughout its mainly downward journey in stock price. It’s management appear to have made bold & generally bad decisions.
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US$18.48
FV
49.8% overvalued
intrinsic discount
1.39%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
8 months ago
author updated this narrative
Entravision Communications
CO
conservative_value
Community Contributor
Positionnement leader dans niche, 4x FCF, marché en déclin plus résilient que ce que le marché prévoit
Entravision Communications has evolved far beyond its legacy U.S. Hispanic radio and TV business. Today, ~80% of its revenue comes from international digital advertising, where it serves as a local execution partner for global platforms like Meta, TikTok (ByteDance), and Google.
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US$3.04
FV
23.0% 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
2
users have followed this narrative
4 months ago
author updated this narrative
Amazon.com
KR
Krishpaal
Community Contributor
Amazon.com will see revenue grow by 5% with a 9.3% boost in profit margin
Yes
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US$197.06
FV
7.4% overvalued
intrinsic discount
8.90%
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
about 1 month ago
author updated this narrative
DXN Holdings Bhd
KR
Krishpaal
Community Contributor
Unraveling DXN Holdings' Path to a Promising 0.42 Fair Value
Yes
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RM 0.61
FV
15.6% undervalued
intrinsic discount
11.90%
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
about 1 month ago
author updated this narrative
Revival Gold
RO
RockeTeller
Community Contributor
if gold prices rise to $4,000/oz
--- Revival Gold: Valuation Potential Key Projects: 1. Beartrack-Arnett (Idaho): Resource: 4M oz (1 gpt), growing.
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CA$80.00
FV
99.4% undervalued
intrinsic discount
0%
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
8 months ago
author updated this narrative
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