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Global Community
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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×.
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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
73
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
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
96
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
20.6% 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
15
users have followed this narrative
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narrative
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NeXGold Mining
RO
RockeTeller
Community Contributor
If gold hits $4,000 per oz
--- NexGold Mining Stock Potential Analysis 1. Current Situation : NexGold Mining, with its Goliath-Goldlund project, is set to begin production in 2027, with an initial annual production of 120,000 ounces.
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US$9.46
FV
94.0% 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
10 months ago
author updated this narrative
Gold Fields
HA
harry_g
Community Contributor
Gold Fields will shine as Gruyere consolidation and Salares ramp up
TDV Update: As we estimated in December’s Mining & Exploration Monthly Report, at gold prices around $3k, GFI’s share price should be trading closer to $50, as per its net asset valuation. By consolidating ownership of Gruyere, Gold Fields net asset valuation will obviously increase, however this will be offset by share dilution.
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US$50.00
FV
37.4% undervalued
intrinsic discount
61.90%
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
3 months ago
author updated this narrative
LifeMD
MA
MathieuMRoy
Community Contributor
LifeMD is a diamond in the making
Telehealth is the future of healthcare in america and around the world. Most people don’t want to wait hours in the hospital or even weeks for an appointment.
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US$30.30
FV
77.5% undervalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 months ago
author updated this narrative
Infosys
CH
Chester
Community Contributor
Limited revenue and margin growth inside increasingly risky global market conditions
Next 6-12 months: Global economic slowdown: A recession in key markets (US, Europe) could reduce IT spending. Best case scenario revenue can grow 10% YoY max, given forecast recently of 4% growth.
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US$19.90
FV
19.6% undervalued
intrinsic discount
10.00%
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
7 months ago
author updated this narrative
Praemium
JK
jkfamily
Community Contributor
Insider Purchases
0.66
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AU$0.66
FV
5.3% overvalued
intrinsic discount
8.68%
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 2 months ago
author updated this narrative
Bitcoin Group
MA
Marco_iltedesco
Community Contributor
Bitcoin Group SE: Undervalued Based on Crypto Asset Holdings
Based on current cryptocurrency holdings, Bitcoin Group SE appears significantly undervalued. As of today, the company's crypto-assets include approximately 3,830 BTC and 10,263 ETH.
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€75.00
FV
43.8% undervalued
intrinsic discount
28.21%
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
3 months ago
author updated this narrative
Intel
JU
julio
Community Contributor
INTC VALUATION
Bull Intel is one of the largest semiconductor companies in the world and holds the lion's share of the PC and server processor markets. u Intel is making some smart moves in its turnaround plans, such as shedding some noncore businesses, spinning off shares of its attractive automotive business (Mobileye), and seeking innovative co- investment partnerships with financial firms.
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US$28.47
FV
29.9% undervalued
intrinsic discount
5.90%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
37
users have followed this narrative
5 months ago
author updated this narrative
Rox Resources
RO
RockeTeller
Community Contributor
At $4,000/oz gold
--- Rox Resources: Stock Price Estimate at $4,000/oz Gold --- Project Details and Financials 1. Youanmi Project: Total Resource: 2.3M oz gold.
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AU$29.00
FV
98.9% undervalued
intrinsic discount
0%
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 months ago
author updated this narrative
Arista Networks
TO
Tokyo
Community Contributor
The "Porsche" of Internet Switches
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.
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US$127.06
FV
9.5% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
12
users have liked this narrative
0
users have commented on this narrative
54
users have followed this narrative
4 months ago
author updated this narrative
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