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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
19
users have liked this narrative
6
users have commented on this narrative
48
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
30.9% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
27
users have liked this narrative
5
users have commented on this narrative
77
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
8
users have followed this narrative
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Genscript Biotech
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Global Demand Rebound Will Drive Life Sciences And CDMO Expansion
Key Takeaways Expansion in global markets, technology upgrades, and industry partnerships are set to drive stronger growth, improved margins, and long-term earnings stability. Increased outsourcing trends and customer diversification protect against risk and create reliable revenue streams for future financial performance.
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HK$21.61
FV
19.4% 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
0
users have followed this narrative
14 days ago
author updated this narrative
B2Gold
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Goose And Fekola Regional Will Expand Gold Production
Key Takeaways Successful new project ramp-ups and operational efficiency measures position the company for increased production, revenue, and margin stability despite industry cost pressures. Strong balance sheet and permitting expertise enable sustained internal growth, exploration, and resilience amid macroeconomic uncertainty and challenging regulatory environments.
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CA$6.86
FV
24.3% undervalued
intrinsic discount
19.93%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
47
users have followed this narrative
14 days ago
author updated this narrative
Motiva Infraestrutura de Mobilidade
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Urbanization Will Advance Brazil Transportation Infrastructure Development
Key Takeaways Growth is driven by urbanization, portfolio optimization, and cost-saving initiatives like automation and generative AI, supporting expanding margins and long-term earnings. Strategic asset selection, new concessions, ESG projects, and potential airport portfolio changes enable recurring revenues, capital reallocation, and improved shareholder value.
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R$16.22
FV
21.7% undervalued
intrinsic discount
-3.97%
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
Marzetti
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Licensed Brand Distribution And Atlanta Facility Investment Will Transform Market
Key Takeaways Expansion of premium licensed brands and entry into high-growth categories leverages brand strength to drive revenue and long-term earnings growth. Supply chain optimization, facility investments, and disciplined promotional spending improve operational efficiency, margins, and financial resilience.
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US$194.90
FV
8.9% undervalued
intrinsic discount
2.53%
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
United Internet
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
5G And Fiber Rollouts Will Expand Digital Markets
Key Takeaways Heavy investment in networks and successful customer migration aim to boost future margins, reduce reliance on partners, and improve cost structure and earnings stability. Strong performance in cloud, hosting, and business applications segments supports a larger, more stable revenue base and opportunities for value creation through portfolio optimization.
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€28.20
FV
10.7% undervalued
intrinsic discount
3.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
14 days ago
author updated this narrative
American Healthcare REIT
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Senior Care Demand And Capital Recycling Will Empower Future Markets
Key Takeaways Rising demand for senior care and strategic asset recycling are driving sustained revenue, margin, and earnings growth, supported by favorable demographic trends and limited new supply. Integrated care campuses, operational efficiencies, and disciplined growth strategies enhance occupancy resiliency, cash flow stability, and long-term expansion opportunities.
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US$40.55
FV
2.2% undervalued
intrinsic discount
8.50%
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
14 days ago
author updated this narrative
Kakao Pay
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital Payments And Tightening Regulations Will Fuel Cautious Expansion
Key Takeaways Slowing transaction growth and looming regulatory challenges threaten projected revenue and margin expansion, raising concerns about Kakao Pay's ability to sustain current momentum. Competitive and technological disruption from global players and new financial platforms could erode pricing power and profitability if adaptation is costly or slow.
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₩37.34k
FV
67.1% overvalued
intrinsic discount
20.82%
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
Endeavour Mining
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Gold Demand And Operational Excellence Will Unlock Future Value
Key Takeaways Strong gold demand and operational flexibility enhance revenue and margins, while ESG investments may lower capital costs and improve valuation from sustainability-focused investors. Project ramp-ups, reserve additions, and capital returns underpin stable long-term growth, higher cash flows, and potential increases in shareholder value.
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CA$51.68
FV
12.0% undervalued
intrinsic discount
3.42%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
14 days ago
author updated this narrative
thyssenkrupp
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
Green Decarbonization Will Face Setbacks While Marine Systems Rebound
Key Takeaways Market optimism around green steel and digitalization may be overstated, given execution risks, high costs, and potential delays impacting profit growth and cash flow. Key business segments face weak demand and restructuring headwinds, while external risks may limit expected gains from defense, US growth, and sustainability trends.
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€9.31
FV
1.6% overvalued
intrinsic discount
2.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
14 days ago
author updated this narrative
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