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Global Community
Our community narratives are driven by numbers and valuation.
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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×.
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US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
8
users have commented on this narrative
76
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
97
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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narrative
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Tesla
FI
FineAnts
Community Contributor
Navigating the Future: Analysis of Tesla's Growth and Challenges
Catalysts FSD (Supervised): This is Tesla's Full Self-Driving technology. As it progresses towards full autonomy, consider the potential for mass adoption and its impact on Tesla's brand and sales.
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US$332.98
FV
1.0% undervalued
intrinsic discount
40.05%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
about 1 year ago
author updated this narrative
Fastned B.V
TI
TimTibbo
Community Contributor
A Leader in EV Charging with Growth Potential
Fastned B.V., a Dutch pioneer in public fast-charging infrastructure, is scaling rapidly to meet the demands of the growing electric vehicle (EV) market. The company has positioned itself as a leader in providing high-quality, high-traffic fast-charging stations across Europe.
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€27.00
FV
21.7% undervalued
intrinsic discount
67.77%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
7 months ago
author updated this narrative
Pagaya Technologies
YY
yyzjons
Community Contributor
PGY is a Buy
Catalysts 1. Products or Services That Could Move Sales or Earnings Meaningfully (for Pagaya Technologies - PGY) Pagaya is well-positioned to benefit from a few key products and services that could significantly drive its sales or earnings in the future: AI-Driven Underwriting Platform Core Product : Pagaya’s AI-powered platform for financial underwriting and risk assessment is a key driver of revenue.
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US$34.05
FV
15.8% undervalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
1
users have commented on this narrative
25
users have followed this narrative
7 months ago
author updated this narrative
Aris Mining
RO
RockeTeller
Community Contributor
potential stock price of Aris Mining at $4,000 per ounce of gold
To calculate the potential stock price of Aris Mining at $4,000 per ounce of gold, we would follow these steps: 1. Current Production Metrics: - By the end of 2025, Aris expects to be mining around 450,000 oz annually.
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US$63.00
FV
88.2% undervalued
intrinsic discount
93.33%
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
10 months ago
author updated this narrative
Tex Cycle Technology (M) Berhad
ON
Ontological
Community Contributor
Tex Cycle: A Promising Investment in the Waste Management Sector
Tex Cycle Technology (M) Berhad-Bursa: 0089 (“Tex Cycle” or the “Company”) has been making significant strides in the waste management and environmental sustainability sector. The recent Technical Buy report by Public Bank on 12 Dec 2024 highlights the Company's robust momentum, with a current price of RM1.15 and target prices of RM1.21 and RM1.28, reflecting potential returns of 5.2% and 11.3% respectively.
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RM 1.50
FV
26.0% undervalued
intrinsic discount
15.00%
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
8 months ago
author updated this narrative
Gowest Gold
RO
RockeTeller
Community Contributor
at a gold price of $4,000 per oz
To estimate the potential stock price for Gowest Gold based on their Bradshaw project, we’ll analyze projected production, costs, potential free cash flow, and market valuation. Step 1: Production Forecast and Revenue Calculation 1.
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CA$5.40
FV
97.2% 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
11 months ago
author updated this narrative
Lifco
JO
Jonh
Community Contributor
Lifco's Expansion Will Thrive Despite Current Market Headwinds
Key Takeaways Strategic acquisitions and financial flexibility are key drivers of Lifco's growth, boosting both organic and inorganic expansion. Efficient cash flow and inventory management aid profitability, enhancing operational efficiencies and supporting future dividend growth.
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SEK 396.55
FV
13.8% undervalued
intrinsic discount
12.00%
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
5 months ago
author updated this narrative
NIKE
GO
Goran_Damchevski
Equity Analyst
Global Direct-To-Consumer Growth May Reduce Nike’s Premium
Key Takeaways While Direct-To-Consumer sales may improve Nike’s margins, it will make it harder for the company to retain their market share. The market is more accessible and Nike has to find ways to stay ahead of marketplaces, retailers, fast fashion brands, outlets, etc.
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US$75.23
FV
1.4% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
23
users have followed this narrative
10 months ago
author updated this narrative
Hazer Group
JI
Jimbo
Community Contributor
Hazer Group will revolutionize hydrogen with the HAZER® Process by 2035
Recent Performance and Financial Snapshot Hazer’s latest update comes from its FY25 half-year results (1H25, covering July 1 to December 31, 2024), released on February 24, 2025. Revenue grew 46% to AUD$2.1 million from AUD$1.44 million in 1H24, driven by R&D tax incentives and customer contracts.
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AU$1.75
FV
80.9% undervalued
intrinsic discount
138.40%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
5 months ago
author updated this narrative
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