Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
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×.
View narrative
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
64
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.
View narrative
US$1.00k
FV
28.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
35
users have liked this narrative
6
users have commented on this narrative
94
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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
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.
View narrative
US$234.75
FV
5.1% 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
eTranzact International
WA
WaneInvestmentHouse
Community Contributor
eTranzact International Plc - H1/Q2 Result
eTranzact International Plc has delivered a solid financial performance for the first half of 2025, with a YoY revenue decline of 5.4% but a notable improvement in profitability , indicating operational efficiency and cost control. The company's strong asset base, improved margins, and increasing equity position highlight resilience and growth potential within Nigeria’s digital financial services sector.
View narrative
₦5.98
FV
63.9% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
7
users have followed this narrative
10 days ago
author updated this narrative
Transnational Corporation of Nigeria
WA
WaneInvestmentHouse
Community Contributor
Transnational Corporation Plc H1 2025 Results – Impressive Revenue Growth and Profit Expansion Across Segments
Transnational Corporation Plc (Transcorp) delivered strong top- and bottom-line performance for the half-year ended June 30, 2025, reinforcing its position as a diversified conglomerate with robust growth momentum, especially in its power and hospitality segments. Key Highlights – Group Performance (H1 2025 vs H1 2024) Metric H1 2025 H1 2024 Change Revenue ₦279.68bn ₦175.43bn +59.5% Gross Profit ₦130.92bn ₦85.48bn +53.2% Operating Profit ₦91.98bn ₦76.97bn +19.5% Profit Before Tax (PBT) ₦85.70bn ₦70.92bn +20.8% Profit After Tax (PAT) ₦65.17bn ₦52.79bn +23.4% EPS (Basic & Diluted) 408 kobo 81 kobo +404% Other Comprehensive Income ₦747m gain ₦1.54bn loss Turnaround Parent Company Performance Revenue rose by 75.5% to ₦35.82bn (from ₦20.41bn).
View narrative
₦55.00
FV
6.4% undervalued
intrinsic discount
27.12%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
10
users have commented on this narrative
26
users have followed this narrative
10 days ago
author updated this narrative
Custodian Investment
WA
WaneInvestmentHouse
Community Contributor
Custodian Investment Plc – 2025 Half-Year Review
Custodian Investment Plc demonstrated robust financial performance in H1 2025, reinforcing its status as a leading player in Nigeria’s financial services sector. The company posted strong revenue growth, impressive profitability, and notable asset expansion.
View narrative
₦25.00
FV
61.8% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
10 days ago
author updated this narrative
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.
View narrative
₦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
10 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.
View narrative
US$122.10
FV
30.2% 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
10 days ago
author updated this 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.
View narrative
US$201.42
FV
25.4% 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
New
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.
View narrative
AU$76.00
FV
54.9% overvalued
intrinsic discount
-0.45%
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
New
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).
View narrative
₦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
12 days ago
author updated this narrative
Value any company in seconds
Popular companies