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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
60.9% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
19
users have liked this narrative
4
users have commented on this narrative
46
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.
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US$1.00k
FV
31.0% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
25
users have liked this narrative
5
users have commented on this narrative
68
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
19.7% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
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Geron
WA
WaneInvestmentHouse
Community Contributor
Q1 2025 Earnings Call Highlights: Navigating Revenue Challenges and Strategic amid investor court case
Release Date: May 07, 2025 Q1 RYTELO Net Revenues: $39.4 million, down $8 million from Q4. Cash and Marketable Securities: Approximately $457.5 million as of March 31, 2025.
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US$2.42
FV
50.4% undervalued
intrinsic discount
98.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
Orion
WA
WaneInvestmentHouse
Community Contributor
Orion S.A. Navigates Q1 Headwinds with Modest Volume Gains but Margins Under Pressure
Orion S.A. (NYSE: OEC), a specialty chemical producer, reported a mixed first quarter for 2025, with modest volume growth overshadowed by sharp declines across key profitability metrics. Despite a 1.3% year-on-year increase in volumes to 251.7 kmt—driven by improved performance in the Rubber Carbon Black segment— net sales declined 5.0% to $477.7 million , reflecting the impact of lower oil prices and adverse currency effects.
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US$14.28
FV
32.0% undervalued
intrinsic discount
10.25%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
9
users have followed this narrative
3 months ago
author updated this narrative
Southwest Airlines
ST
steingar
Community Contributor
Testing for analysis
test test again
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US$2.70k
FV
98.9% undervalued
intrinsic discount
59.00%
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
about 1 month ago
author updated this narrative
Fastighets AB Balder
PA
Panayiotis
Community Contributor
Balder's Urban Expansion to Boost 22% Profit Margin in Future
Catalysts That Could Drive Value Urbanization Trends: As more people move to cities, demand for Balder's residential and commercial properties is likely to increase. Economic Recovery: Post-pandemic economic growth can boost occupancy rates and rental incomes.
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SEK 88.31
FV
23.0% undervalued
intrinsic discount
1.26%
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
5 months ago
author updated this narrative
TIER 1 Technology
A_
A_Stricek
Community Contributor
Tier 1 doing a great job, but external factors slow it down.
· The company's stock value has declined this week due to economic and political circumstances in Spain and Europe, particularly with the potential exit of France from the Euro. However, the company's strong fundamentals suggest it will continue on an upward trend, albeit at a slower pace.
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€2.28
FV
31.6% overvalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
about 1 year ago
author updated this narrative
Invisio
MA
Mandelman
Community Contributor
Invisio Will Ride Strong Market Tailwinds to Achieve 29% Revenue Growth
Catalysts Strong Market Tailwinds: The current addressable market is estimated at around SEK 25 billion annually, while the company’s full-year revenue for 2024 stands at approximately SEK 1.8 billion. This significant market gap highlights substantial upside potential as defense spending continues to rise globally, particularly in Europe and North America where defense budgets are expanding.
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SEK 523.64
FV
39.0% undervalued
intrinsic discount
29.00%
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
5 months ago
author updated this narrative
Paycom Software
RY
rynetmaxwell
Community Contributor
Paycom's Recurring Revenue Reaccelerates as Beti Implementation Finalizes
Meaning Paycom Software is a major player in the Human Capital Management (HCM) software industry. HCM software companies typically offer a suite of different products which encompass all HR related functions.
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US$260.61
FV
14.3% undervalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
9 months ago
author updated this narrative
Alphabet
RY
rynetmaxwell
Community Contributor
Google Search Continues to Dominate + Google Cloud Grows
Meaning During the tech bubble of the late 90’s, Larry Page and Sergey Brin founded Google which later went public in 2004. Larry and Sergey’s founding motto, “Google is not a conventional company.
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US$183.95
FV
5.8% overvalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
15
users have followed this narrative
9 months ago
author updated this narrative
Betsson
IN
Investingwilly
Community Contributor
Leading the Game with Growth, Innovation, and Exceptional Returns
Betsson AB is a standout performer in the online gaming and betting industry, renowned for its financial strength, resilience, and strategic adaptability. Combining steady growth with shareholder-focused capital allocation, Betsson has positioned itself as one of the most attractive investments in the sector.
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SEK 300.00
FV
45.9% undervalued
intrinsic discount
32.58%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
5
users have commented on this narrative
78
users have followed this narrative
3 months ago
author updated this narrative
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