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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
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
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
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
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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United Bank for Africa
WA
WaneInvestmentHouse
Community Contributor
UBA Delivers Solid Q1 2025 Results Amid Rising Costs—Strong Core, Strategic Rebalancing
United Bank for Africa (UBA) kicked off 2025 with a 30.65% jump in pre-tax profit to ₦204.27 billion and a 33.15% rise in net profit to ₦189.84 billion , underlining the strength of its core banking operations and resilient income streams despite intensifying cost pressures. Key Highlights (Q1 2025 vs.
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₦50.62
FV
4.3% undervalued
intrinsic discount
15.08%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
4
users have commented on this narrative
7
users have followed this narrative
Updated
narrative
Microsoft
AN
andre_santos
Community Contributor
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.
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US$494.83
FV
5.3% overvalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
Updated
narrative
Cadbury Nigeria
WA
WaneInvestmentHouse
Community Contributor
Cadbury Nigeria Plc Q2/H1 Result– Impressive Financial Turnaround Driven by Strong Operational Efficiency
Cadbury Nigeria Plc has delivered a compelling turnaround in its H1 2025 performance, shifting from a loss position in 2024 to significant profitability, supported by sharp revenue growth, improved cost efficiency, and stronger operating leverage. While the earnings rebound is impressive, balance sheet concerns, especially around borrowings and cash erosion, suggest a need for cautious optimism.
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₦56.34
FV
11.8% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
6
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
39.1% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
19
users have followed this narrative
Updated
narrative
Johnson Outdoors
WA
WaneInvestmentHouse
Community Contributor
awaiting analysis
Johnson Outdoors delivered little in the way of material positive or negative surprises in Q2 2025. Progress on cost-out was modest after adjusting for non-underlying items, and the company needs to work harder on expense savings.
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US$35.00
FV
5.5% overvalued
intrinsic discount
-10.28%
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
29 days ago
author updated this narrative
FTNC
FTN Cocoa Processors
WA
WaneInvestmentHouse
Community Contributor
FTN Cocoa Processors Plc Q2/ H1 Result – Significant Loss Reduction but Still Under Pressure
FTN Cocoa Processors Plc has made commendable progress in trimming its losses for the half-year ended June 2025, reducing its pre-tax loss by 89% from ₦10.5 billion to ₦1.1 billion. Despite this, the company remains in negative territory, with a fragile equity position, rising liabilities, and declining asset base—all of which suggest that recovery is still a work in progress.
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₦5.82
FV
3.1% overvalued
intrinsic discount
80.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Fidson Healthcare
WA
WaneInvestmentHouse
Community Contributor
Fidson Healthcare Plc – H1 2025
Fidson Healthcare Plc delivered a strong top-line performance in H1 2025, recording a 68% YoY increase in revenue from ₦37.3 billion to ₦62.6 billion. Despite facing macroeconomic challenges including rising finance costs and exchange rate volatility, the company grew its profit after tax by nearly 4x, reaching ₦6.02 billion (vs.
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₦31.07
FV
33.4% overvalued
intrinsic discount
0.20%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
4
users have commented on this narrative
5
users have followed this narrative
7 days ago
author updated this narrative
ABC Transport
WA
WaneInvestmentHouse
Community Contributor
ABC Transport Plc Rebounds Strongly in H1 2025 – A Turnaround Worth Watching
ABC Transport Plc posted a strong turnaround performance in the first half of 2025, reversing its prior year’s loss to deliver a profit before tax of ₦734.37 million, up from a loss of ₦56.24 million in H1 2024. This marks a significant recovery trajectory for the transport company, driven by rising revenue, improved operating efficiency, and non-core income growth.
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₦3.90
FV
28.2% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
6
users have followed this narrative
7 days ago
author updated this narrative
Alibaba Group Holding
UI
Uio96
Community Contributor
Alibaba’s Next Act: Reclaiming Growth by Going Back to Its Online Roots
Alibaba, once the undisputed titan of China’s e-commerce space, has faced headwinds in recent years—from regulatory pressures to slowing consumer demand and an overextension into offline-heavy businesses. However, the company is entering a pivotal transition.
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HK$200.00
FV
40.4% undervalued
intrinsic discount
-24.81%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
8
users have followed this narrative
about 2 months ago
author updated this narrative
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