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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
62.4% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
6
users have commented on this narrative
50
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
31
users have liked this narrative
6
users have commented on this narrative
85
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
19.2% 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
11
users have followed this narrative
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Alphabet
IN
Investingwilly
Community Contributor
The Most Undervalued of the Magnificent 7
Alphabet Inc., the parent company of Google, stands as a cornerstone of the tech world, leading in search, digital advertising, AI, and cloud computing. Despite its dominance and innovation, Alphabet is currently the cheapest stock among the “Magnificent 7” (the seven largest U.S. tech companies by market capitalization).
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US$237.43
FV
17.4% undervalued
intrinsic discount
18.03%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
18
users have commented on this narrative
188
users have followed this narrative
3 months ago
author updated this narrative
Greenwich LifeSciences
WH
White_valkyrie
Community Contributor
Greenwich LifeSciences will eye a valued future at $460 a share, with GP2 leading the way.
*DISCLAIMER: *This article is NOT financial advice of any kind, i am NOT a financial adviser, this content should NOT be construed as an offer, recommendation or inducement to buy or sell Greenwich Lifesciences $GLSI stock. Do yor own Due diligence with this type of products before taking from granted any of these opinions.
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US$460.00
FV
97.4% undervalued
intrinsic discount
103.00%
Revenue growth p.a.
Set Fair Value
5
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
Fortnox
IN
Investingwilly
Community Contributor
Growth Stock With a Fair Valuation
A Market Leader Driving Innovation and Growth in Business Solutions Fortnox AB is a standout player in the SaaS (Software-as-a-Service) space, providing cloud-based solutions tailored to small and medium-sized enterprises (SMEs). Known for its user-friendly interface, strong customer retention, and expansive ecosystem, Fortnox has become the go-to platform for businesses in Sweden.
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SEK 100.02
FV
10.6% undervalued
intrinsic discount
20.27%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
40
users have followed this narrative
3 months ago
author updated this narrative
Tullow Oil
OI
OilPro
Community Contributor
Tullow Oil's Share Price Could Soar Up to 135% if Oil Holds at $70
To estimate the potential upside for Tullow Oil's share price if the oil price remains at $70 per barrel, we need to consider several factors, including the company's current financial performance, its sensitivity to oil prices, analyst projections, and market conditions. As of March 29, 2025, I can provide a reasoned analysis based on available trends and data, aligning with the tools at my disposal.
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UK£0.45
FV
74.2% undervalued
intrinsic discount
74.52%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
19
users have followed this narrative
4 months ago
author updated this narrative
Opthea
ST
StockMan
Community Contributor
OPTHEA - Write-off
--- [Narrative update per Investor announcement 24-Mar-2025] --- The analysis below was written ahead of Opthea’s Phase 3 results. As stated, the thesis was highly dependent on trial success.
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AU$0.10
FV
500.0% overvalued
intrinsic discount
11.06%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
2
users have commented on this narrative
26
users have followed this narrative
5 months ago
author updated this narrative
Nederman Holding
MA
Mandelman
Community Contributor
Nederman: Cautiously Overvalued Amid Modest Growth and Margin uncertainties
Catalysts Industry Tailwinds : Nederman is poised to benefit from increasing global awareness and regulatory demands for improved air quality. Industries are investing in advanced air filtration systems to enhance employee health and reduce heating costs by maintaining cleaner air environments.
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SEK 146.00
FV
14.2% overvalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
5 months ago
author updated this narrative
MRS Oil Nigeria
WA
WaneInvestmentHouse
Community Contributor
MRS Oil Nigeria Plc: A Challenging Transition
MRS Oil Nigeria Plc has projected a profit after tax of N2.93 billion for the second quarter of 2025, despite its impending delisting from the Nigerian Exchange Limited (NGX). The company's financial forecast reveals a mixed outlook, with concerns remaining about its ability to achieve its financial targets following its transition to the NASD Over-the-Counter (OTC) Securities Exchange.
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₦189.58
FV
21.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
4 months ago
author updated this narrative
CSL
RA
Ramsee
Community Contributor
CSL is undervalued in High Tax Scenario
CSL Limited: Fair Value Assessment Amidst Evolving US Tariff Scenarios Executive Summary This report provides an assessment of the fair value of CSL Limited (CSL) under various potential United States (US) tariff scenarios. CSL, a global biotechnology leader with significant operations in plasma therapies (CSL Behring), influenza vaccines (CSL Seqirus), and iron/nephrology treatments (CSL Vifor), faces potential impacts from evolving US trade policies.
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AU$263.33
FV
0.8% overvalued
intrinsic discount
6.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
4
users have commented on this narrative
43
users have followed this narrative
4 months ago
author updated this narrative
Sacyr
PA
Panayiotis
Community Contributor
Sacyr will boost its revenue with renewables and digital upgrades in the coming years
1. Perpetual Revenue Growth Rate (~2.5%) Rationale: Catalysts: New Services & Projects: Sacyr’s pipeline includes opportunities in renewables, sustainable infrastructure, and digital upgrades.
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€3.43
FV
3.9% overvalued
intrinsic discount
2.50%
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
5 months ago
author updated this narrative
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