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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
4
users have commented on this narrative
44
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
5
users have commented on this narrative
66
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Gruvaktiebolaget Viscaria
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Exploration And Permits Will Drive Copper Mine Efficiency
Key Takeaways Recent exploration success and increased mineral resources enhance future revenue potential and cost-efficiency, likely improving margins and profitability. Legal permit acquisition and strategic partnerships enable uninterrupted development activities, driving revenue growth and better operational execution.
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SEK 40.00
FV
59.9% undervalued
intrinsic discount
55.10%
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
14 days ago
author updated this narrative
Lanvin Group Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Operational Hurdles And Brand Shifts Will Reshape Luxury Market Appeal
Key Takeaways Revenue decline due to saturated luxury markets and creative transitions may hinder revenue growth and market positioning. Operational inefficiencies and economic uncertainties could impact net margins and delay profitability, affecting earnings projections.
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US$1.50
FV
52.4% overvalued
intrinsic discount
10.64%
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
14 days ago
author updated this narrative
Gossamer Bio
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Phase III Trials And Global Collaborations Will Expand Treatment Horizons
Key Takeaways Successful Phase III study enrollment and collaboration enhance market reach, promising revenue growth through potential positive efficacy results and expanded indications. Anticipated first-in-class status and expanded dosing strategies could drive market adoption and earnings through competitive positioning and a broader patient base.
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US$8.03
FV
73.1% undervalued
intrinsic discount
7.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
14 days ago
author updated this narrative
Healwell AI
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Acquisition Will Create A Unified Global Healthcare Platform
Key Takeaways The acquisition of Orion Health is expected to boost Healwell AI's international presence and revenue growth through enhanced data infrastructure and operational synergies. Strategic leadership changes and a focus on operational excellence are anticipated to drive sustainable profitability and improved long-term financial health.
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CA$3.45
FV
60.6% undervalued
intrinsic discount
70.52%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
14 days ago
author updated this narrative
THG
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
FTSE 250 Transfer And Demerger Will Strengthen Business Performance
Key Takeaways THG's FTSE 250 Index move and demerger are set to boost liquidity and focus, enhancing revenue growth and EBITDA margins. Brand repositioning and strategic partnerships in THG Nutrition and Beauty prioritize high-margin areas, driving growth and diversifying revenue streams.
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UK£0.43
FV
26.3% undervalued
intrinsic discount
2.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
14 days ago
author updated this narrative
Definitive Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Improved Data Integration And Healthcare Partnerships Will Create Value
Key Takeaways Enhancing data integration and customer retention efforts is expected to boost customer relationships, stabilize churn rates, and positively impact revenue and margins. Strategic partnerships and differentiated data services are set to broaden market reach, capture new clients, and drive long-term earnings growth, especially in life sciences.
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US$4.10
FV
5.4% undervalued
intrinsic discount
-1.07%
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
14 days ago
author updated this narrative
Evolv Technologies Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
AI Screening Will Expand Public Safety Applications
Key Takeaways Heightened demand for advanced security and regulatory mandates drive strong growth potential for recurring subscription revenue across diverse markets. Transition to a subscription model increases earnings visibility and profitability, supported by high customer retention and expanding existing accounts.
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US$7.06
FV
1.2% overvalued
intrinsic discount
17.56%
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
14 days ago
author updated this narrative
Digimarc
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Gift Card Protection Will Improve Security While Facing Challenges
Key Takeaways Strategic focus on high-growth areas and divestment of non-core operations could soon lead to sustainable free cash flow. Anticipated partnerships and customer advocacy may enhance revenue streams and boost earnings stability.
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US$22.50
FV
46.6% undervalued
intrinsic discount
-2.85%
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
14 days ago
author updated this narrative
Centerspace
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Midwest And Mountain West Demand Will Secure Future Success
Key Takeaways Strong demand in key regions and a decrease in new apartment supply bolster revenue growth through improved leasing and occupancy rates. Robust financial positioning and favorable macro conditions support strategic acquisitions and steady revenue growth through effective capital allocation.
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US$70.05
FV
23.0% undervalued
intrinsic discount
3.58%
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
14 days ago
author updated this narrative
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