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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
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
61
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
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
33
users have liked this narrative
6
users have commented on this narrative
89
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
14
users have followed this narrative
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Alibaba Group Holding
UI
Uio96
Community Contributor
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.
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HK$200.00
FV
41.9% undervalued
intrinsic discount
-24.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
Oando
WA
WaneInvestmentHouse
Community Contributor
Oando Plc – H1 2025 Financial Review: Avoid – Until Operational Turnaround is Evident
Oando Plc’s H1 2025 financials reflect volatile earnings marked by margin compression and irregular income streams. While revenue remains robust and the company posted a profit for the half-year due to one-off tax credits and finance income, the underlying core operations signal significant weaknesses.
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₦57.12
FV
2.0% undervalued
intrinsic discount
13.26%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
26
users have commented on this narrative
34
users have followed this narrative
8 days ago
author updated this narrative
C & I Leasing
WA
WaneInvestmentHouse
Community Contributor
C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints
C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints C&I Leasing Plc demonstrates a solid operational performance trajectory, underpinned by strong leasing income growth and sustained profitability. The company has effectively managed to scale gross earnings by 12.5% YoY to ₦20.47 billion in H1 2025 (vs.
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₦7.05
FV
13.5% overvalued
intrinsic discount
17.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
9
users have followed this narrative
8 days ago
author updated this narrative
Capstone Holding
CM
CMCVentures
Community Contributor
Scaling up in building materials with smart M&A and growing profitability
Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.
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US$2.77
FV
52.3% undervalued
intrinsic discount
21.60%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
1
users have commented on this narrative
67
users have followed this narrative
2 months ago
author updated this narrative
Occidental Petroleum
DZ
Dzitkowskik
Community Contributor
Occidental Petroleum is set to achieve a 16% profit margin improvement
Valuation Occidental Petroleum (OXY) - Future Outlook 1. Business Position in 3, 5, or 10 Years Occidental Petroleum's future business position will likely be shaped by its core oil and gas operations, its aggressive push into carbon capture and storage (CCS), and its financial health.
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US$55.05
FV
19.5% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
46
users have followed this narrative
2 months ago
author updated this narrative
Publicis Groupe
BR
Broke_Joe
Community Contributor
Publicis Groupe will Transform into a Tech-Forward Marketing Powerhouse
Publicis Groupe presents a compelling base case for medium-term investors, offering a well-balanced mix of defensive cash flow and exposure to structural growth trends in data, AI, and digital transformation. While historically viewed as a traditional advertising agency, Publicis has successfully repositioned itself over the past decade into a tech-enabled marketing and consulting powerhouse.
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€96.64
FV
19.2% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
2 months ago
author updated this narrative
Vita Life Sciences
RO
Robbo
Community Contributor
Vita Life Sciences Set for a 12.72% Revenue Growth While Tackling Operational Challenges
Vita Life Sciences (ASX: VLS) – A Solid Business Seeking Renewed Momentum Vita Life Sciences (ASX: VLS) is a well-established healthcare company specializing in the formulation, packaging, distribution, and sale of vitamins and supplements across the Asia-Pacific region. Founded in 1947, the company boasts strong brand recognition through its labels such as VitaHealth, Herbs of Gold, VitaScience, and VitaLife, offering over 350 premium healthcare and pharmaceutical products.
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AU$2.42
FV
8.7% undervalued
intrinsic discount
12.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
30
users have followed this narrative
2 months ago
author updated this narrative
AIICO Insurance
WA
WaneInvestmentHouse
Community Contributor
AIICO Insurance Plc – H1 2025 Financial Performance Review
AIICO Insurance Plc – H1 2025 Financial Performance Review AIICO Insurance Plc demonstrated strong revenue and asset growth in H1 2025, positioning itself as a resilient player in Nigeria’s insurance sector. Despite a marginal decline in profitability, the company’s expanded insurance and investment income base, strengthened equity, and improved underwriting results suggest long-term growth potential.
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₦2.00
FV
75.0% overvalued
intrinsic discount
24.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
D-Link (India)
RO
ronit_2010
Community Contributor
D-Link is poised for growth and is undervalued by industry valuations.
The quality of earnings generated by D-Link is good; it's nearly debt-free, and the Promoter has not reduced its stake from 51%. The company has shown consistent profitability and revenue growth, showcasing expansion in the market.
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₹800.00
FV
38.0% undervalued
intrinsic discount
14.97%
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
about 2 months ago
author updated this narrative
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