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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
58.7% 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
28.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
7
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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Unilever Nigeria
WA
WaneInvestmentHouse
Community Contributor
Unilever Nigeria Plc Q2/H1 Result– Riding on Strong Earnings Recovery and Operational Restructuring
Unilever Nigeria Plc has delivered an exceptional Q2 2025 performance, reflecting a well-executed turnaround strategy. Revenue surged by 62% year-on-year to ₦51.1 billion, while net profit skyrocketed to ₦8.85 billion , a massive leap from ₦1.08 billion in Q2 2024.
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₦57.97
FV
37.5% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
2
users have commented on this narrative
6
users have followed this narrative
12 days ago
author updated this narrative
Circle Internet Group
BL
BlackGoat
Community Contributor
Circle: Powering the Digital Dollar (but at what cost?)
Company Overview Circle is the issuer of USDC, the world’s second-largest stablecoin. As of July 2025, USDC has: $62.3B in circulation $25.5T in cumulative on-chain transaction volume Zero depegs during market stress Circle went public in July 2025 under the ticker CRCL, after years of operating privately and disclosing financials through SEC reports.
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US$122.10
FV
32.0% overvalued
intrinsic discount
19.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
12 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
5.7% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
New
narrative
Cboe Global Markets
IS
iStock
Community Contributor
Cboe Global Markets will thrive with a future PE of 28.91x leading to growth
Metrics Used in Calculation For CBOE Global Markets, I employed two-stage models for both DCF and DDM analysis given the company's established market position with potential for different growth phases: 1. Two-Stage Discounted Cash Flow (DCF) Model Phase 1 (Years 1-10) : 8% free cash flow growth reflecting CBOE's strong market position and expanding derivatives business Phase 2 (Perpetual) : 3% growth rate aligned with long-term economic growth expectations Projects free cash flows over 10 years plus terminal value using perpetual growth model 2.
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US$201.42
FV
25.7% overvalued
intrinsic discount
3.18%
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
7 days ago
author updated this narrative
Dangote Cement
WA
WaneInvestmentHouse
Community Contributor
Dangote Cement Plc Q2/H1 Result– Strong Fundamentals with Caution on Currency Risk
Dangote Cement Plc (DCP) continues to show solid top-line growth, strong operational margins, and industry-leading market share. The company’s H1 2025 results demonstrate strong revenue expansion (+18% YoY) and a more-than-doubling of profit before tax (₦730.0bn vs ₦293.0bn in H1 2024).
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₦500.02
FV
15.4% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
7
users have commented on this narrative
9
users have followed this narrative
14 days ago
author updated this narrative
Evolution
KA
kapirey
Community Contributor
Evolution to Navigate Market Risks with Strategic Growth Initiatives
Risks Financial risk management: market risk (including currency risk and cash flow interest risk), credit risk and liquidity risk. Political decisions and other legal aspects.
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SEK 747.99
FV
17.6% overvalued
intrinsic discount
5.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
21
users have followed this narrative
14 days ago
author updated this narrative
AB9
ABO Energy GmbH KGaA
KA
kapirey
Community Contributor
ABO Wind AG will capitalize on Europe's green transition with projected €50 million profit by 2027
1. Overview of ABO Wind AG ABO Wind AG is a German company specializing in the development of renewable energy projects, primarily wind and solar.
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€75.31
FV
47.8% 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
5
users have followed this narrative
14 days ago
author updated this narrative
JB Hi-Fi
RO
Robbo
Community Contributor
Has JB Hi-Fi Lost Its Point of Difference?
I may be showing my age here, but I feel that a decade or so ago, shopping at JB Hi-Fi was a different experience. There seemed to be a deliberate policy of employing sales staff from alternative subcultures, which gave the stores a unique, edgy vibe.
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AU$76.00
FV
41.9% overvalued
intrinsic discount
-0.45%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Champion Breweries
WA
WaneInvestmentHouse
Community Contributor
Champion Breweries Plc Q2/H1 Result – Turnaround Momentum Gaining Strength
Champion Breweries has delivered a strong recovery in H1 2025 , recording a notable swing from prior-year losses to a solid profit. The company posted: Revenue growth of 67% YoY to ₦15.93bn Gross profit more than doubled to ₦7.89bn (from ₦3.73bn) Profit after tax of ₦2.29bn compared to a loss of ₦387m in H1 2024 Basic EPS improved to 25.57 kobo , from a loss per share of 4.94 kobo ✅ Strengths: Significant revenue growth (both quarterly and year-to-date), indicating increased market penetration or pricing power.
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₦11.05
FV
43.0% overvalued
intrinsic discount
-2.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
11
users have followed this narrative
14 days ago
author updated this narrative
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