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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
22
users have liked this narrative
6
users have commented on this narrative
49
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
31
users have liked this narrative
6
users have commented on this narrative
84
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
11
users have followed this narrative
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Chellarams
WA
WaneInvestmentHouse
Community Contributor
Chellarams Plc Q1 2025 Delivers 150%+ Return in Under 4 Months — A Rare Financial Breakthrough
Chellarams Plc has delivered an equity market performance that borders on the exceptional—transforming a N100,000 investment into N354,320 in just under 120 days. That’s a return of over 150% , eclipsing the typical 10–20% annual yields of traditional blue-chip stocks by more than 2.5x in a fraction of the time.
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₦10.47
FV
0.3% overvalued
intrinsic discount
-6.38%
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
about 1 month ago
author updated this narrative
MERLIN Properties SOCIMI
KA
kapirey
Community Contributor
Merlin Properties Will Embrace the Digital Age with Data Center Expansion
Merlin Properties: A Strategic Pivot Toward the Digital Future In 2025, Merlin Properties, one of the Iberian Peninsula’s leading real estate investment trusts (REITs), is undergoing a transformative phase. Traditionally known for its robust portfolio of offices, logistics centers, and shopping malls, Merlin has now set its sights on the digital frontier: data centers.
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€9.07
FV
42.1% overvalued
intrinsic discount
10.00%
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
3 months ago
author updated this narrative
Rheinmetall
EU
EUinvestor
Community Contributor
From 8 052 € to 300 € ?
450% in 5 years On April 17, 2025, Armin Papperger, Rheinmetall's CEO, said he expects orders to grow 450% by 2030. Source: https://finance.yahoo.com/news/rheinmetall-ceo-expects-order-book-113644072.html Price 8,052 EUR The share price at the time of this information on 17/04/2025 was 1,464 EUR Price estimate for 2030: 1,464 + 450% = 8,052 EUR NATO spending in Europe 17/04/2025 The results of the NATO Summit held 24-26 June 2025 in The Hague, where it was agreed to increase defence spending to 3.5% of GDP and transport and IT infrastructure spending at 1.5% each year until 2035, were not yet known.
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€8.05k
FV
77.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
11
users have followed this narrative
about 1 month ago
author updated this narrative
GE Vernova
LE
lexdrew1
Community Contributor
GE Vernova revenue will grow by 13% with a future PE of 64.7x
Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.
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US$714.65
FV
7.0% undervalued
intrinsic discount
16.03%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Phillips 66
MS
mschoen25
Community Contributor
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.
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US$268.71
FV
55.4% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
about 1 month ago
author updated this narrative
Microsoft
BR
Broke_Joe
Community Contributor
Microsoft's Evolution Will Drive Revenue to New Heights Fueled by AI
Exceptionally well-positioned Microsoft is exceptionally well-positioned to lead the enterprise software and cloud landscape in the age of artificial intelligence. With Azure (cloud infrastructure), Microsoft 365 (productivity), GitHub & Copilot (developer tools), Xbox & Activision (gaming), and Dynamics & LinkedIn, Microsoft offers a uniquely integrated and diversified product ecosystem.
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US$360.00
FV
45.8% overvalued
intrinsic discount
12.98%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
2
users have commented on this narrative
52
users have followed this narrative
3 months ago
author updated this narrative
Pinterest
BR
Broke_Joe
Community Contributor
Pinterest will surge as advertising innovations ignite revenue growth
Pinterest has the potential to significantly grow both revenue and profitability over the next five years, driven by product innovation, improving monetization, and growing advertiser interest in high-intent audiences. Key catalysts include the deepening partnership with Amazon, the rollout of advanced ad tools and video formats, and international ARPU growth.
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US$42.63
FV
8.3% undervalued
intrinsic discount
11.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
4
users have commented on this narrative
69
users have followed this narrative
3 months ago
author updated this narrative
Apple
GE
geshan
Community Contributor
Apple's Future PE Ratio Will Rise to 32x Amid 24% Profit Margins
Apple's future pe ration is good.
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US$204.13
FV
4.5% overvalued
intrinsic discount
5.35%
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
21 days ago
author updated this narrative
Brambles
RO
Robbo
Community Contributor
Brambles' Revenue Set to Climb 14% with Profit Margins Following
Brambles Limited (ASX: BXB) – A Practical Pillar of Global Logistics Brambles is an Australia-based logistics company with operations in over 60 countries, best known for its CHEP-branded pallet pooling system. Founded in 1875, it has evolved into a key enabler of global supply chains, particularly in fast-moving consumer goods (FMCG), retail, pharmaceuticals, and agriculture.
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AU$21.90
FV
6.4% overvalued
intrinsic discount
14.24%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 months ago
author updated this narrative
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