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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
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
24
users have liked this narrative
6
users have commented on this narrative
55
users have followed this narrative
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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
28.9% 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
87
users have followed this narrative
Updated
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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
20.8% 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
13
users have followed this narrative
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Triveni Engineering & Industries
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Agronomy And Ethanol Blending Will Fuel Market Expansion
Key Takeaways Integration of digital agronomy, mechanization, and automation is set to drive cost efficiencies, higher recoveries, and sustainable margin expansion across Triveni's core businesses. Strategic moves into ethanol, exports, and engineering solutions position the company for resilience, premium growth, and global market share gains beyond current expectations.
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₹582.00
FV
43.2% undervalued
intrinsic discount
11.36%
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
15 days ago
author updated this narrative
Alfen
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Decarbonization And EV Growth Will Redefine Energy Networks
Key Takeaways Organizational streamlining and integration could substantially boost agility, operating leverage, and margins, with accelerated product development and enhanced cross-business synergies. Strong market position, regulatory tailwinds, and alignment with sustainability mandates may drive faster revenue growth and higher market share than commonly expected.
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€16.00
FV
28.2% undervalued
intrinsic discount
8.28%
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
15 days ago
author updated this narrative
Barrick Mining
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Rising Inflation And Renewables Will Support Gold And Copper
Key Takeaways Large-scale expansion projects, operational efficiencies, and strategic asset focus position Barrick for industry-leading margin growth and sustained earnings outperformance. Strong gold reserve base and exploration pipeline enable Barrick to capture upside from gold demand while minimizing costs and maximizing shareholder returns.
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CA$48.71
FV
34.8% undervalued
intrinsic discount
20.25%
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
15 days ago
author updated this narrative
thyssenkrupp nucera KGaA
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Decarbonization And Electrolysis Expansion Will Transform Energy Markets
Key Takeaways Accelerated contract wins and rapid European infrastructure growth position the company for outsized sales, margin gains, and market leadership in green hydrogen. Strong financials and technology leadership support sustained earnings growth, recurring revenues, and resilience, making it the preferred partner for major decarbonization projects.
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€17.00
FV
42.1% undervalued
intrinsic discount
15.32%
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
15 days ago
author updated this narrative
Gerresheimer
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Secular Trends Will Drive Premium Drug Delivery Packaging Adoption
Key Takeaways Deeper integration, automation, and new high-margin products position Gerresheimer for accelerated margin and earnings growth beyond current analyst expectations. Strategic focus on biologics, specialty medications, and advanced drug delivery solutions underpins structural outperformance, robust recurring revenue, and increased customer retention.
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€96.87
FV
53.1% undervalued
intrinsic discount
13.51%
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
15 days ago
author updated this narrative
Ricardo
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Decarbonisation And Electrification Will Transform Global Engineering Services
Key Takeaways Strategic acquisitions, operational efficiency, and global expansion are set to unlock substantial margin improvement and sustained, above-consensus revenue and profit growth. Accelerating demand for energy transition and digital solutions will drive recurring, high-margin revenue streams and position Ricardo for premium earnings multiples.
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UK£5.35
FV
21.1% undervalued
intrinsic discount
-1.01%
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
15 days ago
author updated this narrative
Jumbo Interactive
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Penetration And Cashless Trends Will Expand Lottery Markets
Key Takeaways The success of loyalty initiatives and investments in proprietary tech are rapidly boosting margins, revenue scalability, and customer engagement beyond analyst expectations. Strategic expansion and alignment with digital fundraising trends position the company for accelerated market share growth, diversified earnings, and increased downside protection.
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AU$15.30
FV
28.3% undervalued
intrinsic discount
9.08%
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
15 days ago
author updated this narrative
GMO internet group
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation Will Fuel Asia Fintech And Cybersecurity Expansion
Key Takeaways Structural expansion and rapid innovation across security, fintech, and AI position the company for outsized margin and revenue growth versus market expectations. Aggressive internationalization and market leadership support recurring revenues, enhanced operating leverage, and strong long-term upside in core and emerging verticals.
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JP¥4.50k
FV
12.0% undervalued
intrinsic discount
9.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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15 days ago
author updated this narrative
South Indian Bank
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
India's Digital Adoption And Urbanization Will Expand Credit Demand
Key Takeaways Enhanced productivity measures and tech-driven distribution could drive stronger profitability and revenue growth than market expectations, notably improving cost efficiency and margins. Strategic expansion in high-growth retail loans and digital banking positions the bank to capture increased demand, compound revenue, and accelerate market share gains.
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₹42.00
FV
30.5% undervalued
intrinsic discount
12.71%
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
15 days ago
author updated this narrative
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