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Global Community
Our community narratives are driven by numbers and valuation.
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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×.
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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
73
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.
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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
96
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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Tungsten West
AN
Anzyanz
Community Contributor
Potential Global Market Player
Background: Tungsten West Plc is a United Kingdom-based mining company focused on restarting production at the Hemerdon tungsten and tin mine (Hemerdon) in Devon, United Kingdom. Located seven miles north-east (NE) of Plymouth, near the village of Plympton, in Devon, England, the mine has been categorized as a world class deposit due to it’s scale within a global context.
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UK£0.49
FV
83.2% undervalued
intrinsic discount
168.14%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
29
users have followed this narrative
7 months ago
author updated this narrative
Centerspace
WA
WaneInvestmentHouse
Community Contributor
Q4 2024 Earnings Call Highlights: Strong Financial Performance and Strategic
Release Date: February 19, 2025 Core FFO per Share: $4.88 for the year 2024; $1.21 for Q4 2024. Same-Store NOI Growth: Sector-leading growth, specific percentage not provided.
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US$58.11
FV
7.9% undervalued
intrinsic discount
3.30%
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
Merck
BU
bucailei
Community Contributor
Merck & Co.: Navigating Pharmaceutical Frontiers Amidst Patent Challenges
Executive Summary: Merck & Co., a pharmaceutical powerhouse, faces a pivotal moment balancing its innovative strengths against looming patent expirations. This analysis delves into the company's strategic positioning and its implications for investors.
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US$112.55
FV
28.3% undervalued
intrinsic discount
5.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
10 months ago
author updated this narrative
Harmonic
NA
NateF
Community Contributor
HLIT Market Outlook
Harmonic Inc. (NASDAQ: HLIT) is a company in the communications equipment industry, with a market capitalization of approximately $1.5 billion as of December 31, 2024.
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US$12.10
FV
26.4% undervalued
intrinsic discount
5.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
7 months ago
author updated this narrative
UnitedHealth Group
WA
WallStreetWontons
Community Contributor
UNH: Valuations Seem Lofty for this Managed Healthcare Giant
Catalysts Products and Services: In 2021, products contributed $34.4 billion in revenues, while services brought in $24.6 billion. Approximately 79% of UnitedHealth Group’s revenue is generated from premiums.
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US$486.86
FV
48.5% undervalued
intrinsic discount
9.81%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
59
users have followed this narrative
about 1 year ago
author updated this narrative
Avino Silver & Gold Mines
RO
RockeTeller
Community Contributor
when silver reaches $100 per oz
To calculate Avino Silver & Gold's potential stock price when silver reaches $100 per oz in 2028 , we can follow a structured approach based on the information provided. Step 1: Revenue Estimation for 2028 1.
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US$86.00
FV
95.6% undervalued
intrinsic discount
170.05%
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
11 months ago
author updated this narrative
Palantir Technologies
AB
ab1549
Community Contributor
Palantir Technologies will see a 25% revenue surge in 3 years
Given the valuation data provided, and drawing from broader market sentiment and historical trends, here's an analysis of Palantir Technologies Inc. including potential market risks: Valuation Analysis 1.
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US$96.00
FV
94.8% overvalued
intrinsic discount
26.00%
Revenue growth p.a.
Set Fair Value
23
users have liked this narrative
0
users have commented on this narrative
218
users have followed this narrative
7 months ago
author updated this narrative
Adobe
BA
Bailey
Equity Analyst
Increasing Total Addressable Market Through AI Will Strengthen Revenue Growth
Key Takeaways Adopting new technology like AI, AR/VR and browser-first cloud software will keep Adobe on top of the creative industry. AI Integration will empower commercial users and help onboard new users by making workflows simpler.
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US$705.22
FV
51.6% undervalued
intrinsic discount
16.70%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
1
users have commented on this narrative
10
users have followed this narrative
11 months ago
author updated this narrative
Reddit
GO
Goran_Damchevski
Equity Analyst
Advertising, Data Licensing and User Economy Could Be Enough to Drive Revenue Growth, If Successful
Key Takeaways Reddit’s key segment is advertising with a focus on U.S. male demographics. The target audience tends to be ad-resistant with low monetization potential.
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US$38.00
FV
467.0% overvalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
7
users have commented on this narrative
26
users have followed this narrative
about 1 year ago
author updated this narrative
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