Weekly Picks: 💸 A Steady Compounder, German Horsepower, and a Pharma Giant’s Comeback

Welcome to Weekly Picks, where each week our analysts hand pick their favourite Narratives from the community ( what is a Narrative? ).

This week’s picks cover:

  • 💸 Why Investor’s slow and steady approach makes it a money printing winner.
  • 🚘 How BMW’s EV and margin expansion plans set it up for success.
  • 📉 Why Novo Nordisk's recent sell down has been overdone.

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What's next?

  1. 🔔 Know when to act: Set the narrative valuations as your own fair value to know when to buy, hold or sell the stock.

  2. 🤔 Get answers: Ask the author any questions in the comments section. Feel free to like as well to support their work.

  3. ✨ Discover more Narratives: There are hundreds of other insightful stock narratives on our Community page .

  4. ✍️ Build an audience: Have your narrative seen by millions of investors, simply meet our Featuring criteria to go into the running!

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Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Simply Wall St analyst Michael Paige and Simply Wall St have no position in any of the companies mentioned. This article is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.

Michael Paige

Michael Paige

Michael is the Content Lead at Simply Wall St. With over 9 years of experience analysing and researching companies, Michael contributes to the creation of our analytical content and has done so as an equity analyst since 2020. He previously worked as an Associate Adviser at Ord Minnett, helping build and manage clients' portfolios, and has been investing personally since 2015.

About OM:INVE A

Investor

A private equity firm specializing in mature, middle market, buyouts and growth capital investments.

Undervalued with solid track record.

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Weekly Picks

ST
stuart_roberts
UG logo
stuart_roberts on Upside Gold ¡

An Undervalued 3.3Moz Gold Project in Canada

Fair Value:CA$5.0778.3% undervalued
199 users have followed this narrative
1 users have commented on this narrative
28 users have liked this narrative
SI
SimpleMan887
GME logo
SimpleMan887 on GameStop ¡

GameStop will ace the financial crisis wave with its strategic Bitcoin investment and cash reserves

Fair Value:US$22089.4% undervalued
42 users have followed this narrative
2 users have commented on this narrative
19 users have liked this narrative
YI
HSAI logo
yiannisz on Hesai Group ¡

The First Real Lidar Winner

Fair Value:US$27.0725.2% undervalued
6 users have followed this narrative
1 users have commented on this narrative
3 users have liked this narrative
TR
tripledub
TSM logo
tripledub on Taiwan Semiconductor Manufacturing ¡

The Most Wonderful Monopoly in the Most Dangerous Neighbourhood on Earth

Fair Value:US$3819.4% undervalued
4 users have followed this narrative
0 users have commented on this narrative
4 users have liked this narrative

Updated Narratives

FA
NORTHERN logo
FA_Trader on Northern Solar Holdings Berhad ¡

Northern Solar: Explosive earnings growth makes this solar story harder to ignore

Fair Value:RM 1.968.4% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
TR
tripledub
SHA logo
tripledub on SHAPE Australia ¡

50% ROE in a Burning Building

Fair Value:AU$7.159.2% undervalued
1 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
NO
EQR logo
Nomadic on EQ Resources ¡

Only way is up

Fair Value:AU$0.2538.0% overvalued
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Popular Narratives

YA
SOFI logo
Yang_ on SoFi Technologies ¡

SoFi Technologies: The Apex Aggregator and the Infrastructure of the Modern Financial System

Fair Value:US$22.9829.9% undervalued
53 users have followed this narrative
0 users have commented on this narrative
38 users have liked this narrative
TR
tripledub
MSFT logo
tripledub on Microsoft ¡

Everyone's Terrified Microsoft Will Keep Spending. I'm Terrified They'll Stop.

Fair Value:US$3955.7% undervalued
40 users have followed this narrative
3 users have commented on this narrative
41 users have liked this narrative
RO
Robbo
TSLA logo
Robbo on Tesla ¡

The academically fascinating Tesla

Fair Value:US$301.1k% overvalued
36 users have followed this narrative
10 users have commented on this narrative
30 users have liked this narrative