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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
4
users have commented on this narrative
40
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
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
62
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.
View narrative
US$105.80
FV
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Renault
PI
PittTheYounger
Community Contributor
Anticipated Future PE Boosts Renault's Market Appeal
Update as of 27 March: With specific auto tariffs announced by the Trump administration, Renault is the one European car maker in the green, confirming this narrative. The company's competitive edge, hence, ought to reward it with an even higher PE than originally anticipated here, so I now pencil in a ratio of 12.
View narrative
€48.78
FV
36.0% undervalued
intrinsic discount
1.50%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
21 days ago
author updated this narrative
Himax Technologies
WA
WaneInvestmentHouse
Community Contributor
Q1 Result short note
Himax Technologies’ first quarter was met with a positive market reaction, as the company outperformed Wall Street’s revenue and profit expectations despite typical seasonality. Management attributed the results to ongoing momentum in automotive display ICs, with CEO Jordan Wu highlighting nearly 20% year-over-year automotive IC sales growth and robust design-win pipelines.
View narrative
US$9.88
FV
12.0% undervalued
intrinsic discount
6.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
27 days ago
author updated this narrative
Saul Centers
WA
WaneInvestmentHouse
Community Contributor
Saul Centers' Q1 2025: Twinbrook Phase I Weighs on Earnings Despite Core Strength
Saul Centers, Inc. (NYSE: BFS) reported mixed results for Q1 2025, highlighting a strategic inflection point as the company absorbs near-term headwinds tied to the initial operations of its Twinbrook Quarter Phase I development.
View narrative
US$36.04
FV
10.5% undervalued
intrinsic discount
-4.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
7
users have followed this narrative
27 days ago
author updated this narrative
Lifetime Brands
WA
WaneInvestmentHouse
Community Contributor
Q1 Performance Challenges - Price Target Reduced Amid
Canaccord has reduced the price target for Lifetime Brands ( LCUT , Financial ) from $6 to $5, while maintaining a Buy rating on the stock. The adjustment follows the company's less-than-stellar performance in the first quarter.
View narrative
US$5.97
FV
30.8% undervalued
intrinsic discount
1.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
27 days ago
author updated this narrative
Learn Africa
WA
WaneInvestmentHouse
Community Contributor
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line
Learn Africa Plc Delivers Strong FY 2025 Result with 4,142% Surge in Bottom Line Learn Africa Plc has delivered an impressive financial performance for the full year ended 31 March 2025, with profit after tax skyrocketing to ₦474.98 million — a staggering 4,142% increase from ₦11.2 million recorded in FY 2024. This exceptional turnaround was fueled by strong top-line growth, operating efficiency, and improved cost discipline.
View narrative
₦3.81
FV
64.6% overvalued
intrinsic discount
16.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
28 days ago
author updated this narrative
Newron Pharmaceuticals
HE
HedgeY
Community Contributor
Newron Pharmaceuticals (NWRN) – Binary CNS Bets with 3-to-1 Upside
1. Catalysts Evenamide (Schizophrenia Add-On Therapy): The key growth catalyst for Newron is Evenamide, a novel glutamate-modulating drug in Phase III development for treatment-resistant schizophrenia (TRS).
View narrative
CHF 17.00
FV
59.5% undervalued
intrinsic discount
32.43%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
29 days ago
author updated this narrative
Advanced Micro Devices
ZW
Zwfis
Community Contributor
AMD's Future Looks Promising with a 31% Revenue Growth
Price: $138.52 (7/2/25) Willing To Pay: <= $195 As of right now I am incredibly bullish; AMD is actually my largest position in my portfolio right now so take that into consideration. Now when you look at AMD in value not considering its growth potential you would probably find its value to land between $130-$100 with its intrinsic value roughly coming to $101.87.
View narrative
US$290.64
FV
40.0% undervalued
intrinsic discount
31.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
29 days ago
author updated this narrative
iShares Trust - iShares U.S. Aerospace & Defense ETF
NO
North49_
Community Contributor
Anticipating Steady Growth for iShares U.S. Aerospace & Defense ETF
The investment seeks to track the investment results of the Dow Jones U.S. Select Aerospace & Defense Index composed of U.S. equities in the aerospace and defense sector. The index measures the performance of the aerospace and defense sector of the U.S. equity market, as defined by SPDJI.
View narrative
US$248.79
FV
20.6% undervalued
intrinsic discount
0%
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
New
narrative
Pro Medicus
RO
Robbo
Community Contributor
Great Company.... but so expensive!
Pro Medicus (ASX: PME) is an Australian company that develops medical imaging software under its Visage product range. Leading medical institutions including NYU Langone, UCSF, and Mass General Brigham have publicly or semi-publicly praised the platform—often via PME-issued press releases or interviews.
View narrative
AU$133.68
FV
139.1% overvalued
intrinsic discount
-9.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
about 1 month ago
author updated this narrative
Value any company in seconds
Popular companies