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Global Weekly Picks
Airbnb
TI
TickerTickle
Community Contributor
Airbnb (ABNB): Still one of the most interesting bets in travel
Key insights Airbnb is changing from a travel-only app to a full lifestyle platform (stays, rentals, experiences) International markets are growing faster than the US, which is slowing down Product experience is improving a lot, with AI making search and booking easier Regulations are becoming a big risk, especially in Europe where listings are getting removed The way people move around the world has changed. It’s not only about holidays anymore.
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US$163.75
FV
23.6% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
New
narrative
ING Groep
PI
PittTheYounger
Community Contributor
ING leads the pack when it comes to pivoting towards non-lending income
ING, of course, is a bank; and banks don't like falling interest rates, right? For the dominant stream of income is their core business model, i.e. borrowing short-term and lending long-term, reaping the difference in interest rates in the process.
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€27.92
FV
23.7% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
New
narrative
Coles Group
RO
Robbo
Community Contributor
Coles (ASX: COL): Safe, Steady, and Surprisingly Cheap
The supermarket chain Coles is the kind of “boring” business that may have been overlooked as an investment opportunity. Although it was divested from Wesfarmers in 2018, Coles’ heritage traces back to 1914 — giving it over 110 years of history.
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AU$22.00
FV
4.3% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
2
users have commented on this narrative
17
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Fasadgruppen Group
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Declining Organic Sales And Delays Will Erode Profitability
Key Takeaways Declining organic sales and dependence on government programs increase revenue uncertainty and expose the company to policy-driven risks in its main markets. Project delays, regulatory complexity, inflation, and acquisition integration challenges threaten profitability through margin erosion and operational inefficiencies.
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SEK 20.00
FV
68.5% overvalued
intrinsic discount
5.18%
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
1 day ago
author updated this narrative
GQG Partners
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Global Regulatory Tightening And Robo-Adviser Shift Will Dampen Profitability
Key Takeaways Reliance on traditional active strategies and key personnel leaves GQG highly exposed to technological disruption, fee compression, and leadership risks. Limited product diversification and concentration in volatile markets could compound earnings declines during market downturns and shifting investor preferences.
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AU$1.80
FV
0.9% undervalued
intrinsic discount
6.14%
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
1 day ago
author updated this narrative
Star Cement
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Concentrated Northeast Exposure And Regulatory Shifts Will Hurt Margins
Key Takeaways High regional exposure and dependence on government incentives create vulnerability to policy shifts and local disruptions, threatening revenue and margin stability. Increasing regulatory pressures, slow adoption of green technologies, and stiffening competition may erode long-term demand, market share, and profitability.
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₹150.63
FV
91.1% overvalued
intrinsic discount
12.19%
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
1 day ago
author updated this narrative
ZIM Integrated Shipping Services
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Transoceanic Shipping Will Suffer From Overcapacity And Digital Disruption
Key Takeaways Structural shifts like reshoring, trade disputes, and new logistics technologies threaten shipping demand, putting ZIM's long-term revenue and margins at risk. Reliance on volatile spot rates and aggressive dividends reduces ZIM's earnings stability and limits its financial flexibility during downturns.
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US$9.50
FV
71.7% overvalued
intrinsic discount
-19.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
Dr. Lal PathLabs
AN
AnalystLowTarget
Consensus Narrative from 25 Analysts
Digital Health Trends Will Squeeze Margins Yet Allow Modest Recovery
Key Takeaways Rapid digitalization and new entrants in diagnostics threaten Dr. Lal PathLabs' traditional business model, risking loss of patients and profitability from heightened competition. Ongoing integration issues with acquired labs, combined with intensifying pricing pressures and regulatory risks, could hinder successful expansion and sustained earnings growth.
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₹2.35k
FV
42.6% overvalued
intrinsic discount
10.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
GREE Holdings
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Legacy Gaming Will Hinder Growth Yet Open Doors
Key Takeaways Slowing domestic growth and aging core users may mute revenue expansion despite growing global mobile and digital opportunities. Heavy reliance on legacy titles, delayed new releases, and global competition threaten both monetization consistency and meaningful long-term diversification.
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JP¥580.00
FV
21.7% undervalued
intrinsic discount
5.40%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
author updated this narrative
PDF Solutions
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Regulatory Risks Will Test Semiconductor Outlook But AI Will Endure
Key Takeaways Growing global data privacy rules and regional standards could limit SaaS scalability and require costly custom solutions, pressuring margins and inhibiting international growth. Dependence on a few major clients and industry shift toward proprietary AI solutions exposes the company to customer loss and longer-term revenue risk.
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US$24.00
FV
19.4% undervalued
intrinsic discount
19.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
Ingenia Communities Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Rates And Regulation Will Hamper Australian Expansion
Key Takeaways Persistently high interest rates, regulatory burdens, and oversupply could compress earnings, squeeze margins, and worsen refinancing risks for Ingenia amid aggressive expansion plans. Demand uncertainty from demographic shifts and regional market concentration exposes Ingenia to volatile revenues, lower occupancy, and pressure on long-term revenue growth.
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AU$4.38
FV
30.5% overvalued
intrinsic discount
9.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
XLSMART Telecom Sejahtera
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Escalating Spectrum Auctions And Tech Risks Will Strain Margins
Key Takeaways Escalating regulatory and technology risks threaten margins, elevate capital costs, and may render recent investments less valuable in the long term. Intensifying competition, stalled subscriber growth, and merger execution challenges jeopardize revenue stability while exposing the company to integration and profitability pressures.
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Rp1.63k
FV
79.7% overvalued
intrinsic discount
10.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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1 day ago
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