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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
62
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
33
users have liked this narrative
6
users have commented on this narrative
90
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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Angi
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Unified Platform And AI Will Elevate Digital Home Service Experience
Key Takeaways Unified platform migration and AI investments are boosting job matching, conversion rates, and profitability through enhanced user retention and transaction frequency. Strong brand recognition, targeted marketing, and focus on larger providers position Angi for user growth, increased revenue opportunities, and improving earnings.
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US$23.50
FV
n/a
intrinsic discount
2.28%
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
Topgolf Callaway Brands
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Expanded Value Offerings And New Venues Will Drive Active Leisure
Key Takeaways Enhanced value offerings, digital upgrades, and strategic cost measures are boosting traffic, operational efficiency, and financial flexibility, supporting both margin and earnings improvement. Ongoing innovation, new golf products, and global expansion are strengthening brand equity, sustaining revenue growth, and capitalizing on the experiential leisure trend.
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US$10.14
FV
n/a
intrinsic discount
-0.36%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
Updated
narrative
Fortis Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Specialized Services In Oncology And Neurosciences Will Boost Future Performance
Key Takeaways Expansion in specialized services and strategic divestments of underperforming facilities suggest potential for increased revenue and improved margins. Acquisition in diagnostics and resolution of legal issues could stabilize operations and positively impact future growth and earnings.
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₹879.27
FV
2.1% overvalued
intrinsic discount
16.31%
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
Rayonier Advanced Materials
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Biomaterials Investments Will Elevate Demand While Tariffs Limit Gains
Key Takeaways Focus on biomaterials, specialty cellulose, and new global markets aims to drive long-term growth, higher margins, and offset trade challenges. Operational efficiencies, cost reductions, and regulatory trends in sustainable materials are set to boost profitability and create new market opportunities.
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US$6.00
FV
n/a
intrinsic discount
2.67%
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
Updated
narrative
CarTrade Tech
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Digital Platforms Will Transform India's Vehicle Market
Key Takeaways Expanding digital adoption and enhanced product offerings are driving increased user engagement, higher conversion rates, and ongoing revenue and margin growth. CarTrade Tech benefits from market formalization and cross-platform synergies, strengthening its competitive position and supporting long-term market share gains.
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₹2.05k
FV
5.8% overvalued
intrinsic discount
16.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
1 day ago
author updated this narrative
CABO
Cable One
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Transformation In Rural Areas Will Boost Broadband Adoption
Key Takeaways Expanding rural broadband access and premium internet service adoption drive long-term revenue growth and improved subscriber retention. Operational efficiencies, automation, and disciplined capital allocation reduce costs, lower balance sheet risk, and enhance future shareholder returns.
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US$213.25
FV
37.7% undervalued
intrinsic discount
-2.61%
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
Bikaji Foods International
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Urbanization And Exports Will Expand India And Nepal Markets
Key Takeaways Expanding distribution, export partnerships, and product innovation are broadening market access and diversifying revenue streams for sustained growth. Manufacturing efficiency, automation, and favorable costs are driving profitability, with gains in both margins and net earnings.
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₹883.17
FV
18.2% undervalued
intrinsic discount
15.88%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
about 22 hours ago
author updated this narrative
Pet Valu Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Calgary Supply Center And Digital Platforms Will Power Future Reach
Key Takeaways Premium product offerings, digital upgrades, and expanded loyalty initiatives are driving higher customer spending, deeper engagement, and improved profitability. Supply chain transformation and expanding store footprint, combined with private label growth, support efficient scaling and greater operating margin resilience.
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CA$41.45
FV
13.2% undervalued
intrinsic discount
7.16%
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
Ramkrishna Forgings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Production Capacity And Advanced Forgings Will Drive Global Infrastructure
Key Takeaways Expansion into lightweight and advanced forgings positions the company to benefit from global shifts in automotive and infrastructure sectors, supporting diversification and future growth. Improved margins and earnings quality are expected as new capacities ramp up, export markets stabilize, and product lines shift toward value-added offerings.
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₹747.83
FV
21.8% undervalued
intrinsic discount
7.41%
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
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