Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
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.
View narrative
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.
View narrative
€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.
View narrative
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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Embraer
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Global Air Travel Surge Will Fuel Aviation Expansion
Key Takeaways Rising global demand, aircraft replacement trends, and expanding aftermarket services are driving strong order backlogs and revenue growth in key segments. Operational efficiencies and diversification into defense and future mobility are enhancing profitability, resilience, and long-term growth prospects.
View narrative
R$74.69
FV
3.5% overvalued
intrinsic discount
8.17%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
3 days ago
author updated this narrative
Tokyu
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expansion Into Shibuya Will Attract Tenants, But Economic Challenges May Affect Profitability
Key Takeaways Expansion in high-demand areas and transitioning to renewable energy can enhance property values and boost revenue through increased tenant demand. Strategic portfolio management and treasury stock plans are aimed at maintaining profit margins and driving shareholder value.
View narrative
JP¥2.03k
FV
7.7% undervalued
intrinsic discount
2.43%
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
3 days ago
author updated this narrative
KakaoBank
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
Digital Banking And AI Will Expand Global Markets
Key Takeaways Continued digital innovation and ecosystem integration are driving user growth, strong engagement, and improving operating efficiency through lower acquisition costs and higher margins. Diversification into new financial services and international expansion reduce reliance on core lending and offer meaningful long-term revenue and profit growth opportunities.
View narrative
₩28.97k
FV
8.0% undervalued
intrinsic discount
5.43%
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
3 days ago
author updated this narrative
Uno Minda
AN
AnalystConsensusTarget
Consensus Narrative from 18 Analysts
EV Components And ADAS Investments Will Ensure Future Success
Key Takeaways Focus on EV and smart vehicle technologies, along with localization and strategic acquisitions, boosts innovation, margins, and reduces reliance on external partners. Capacity expansion, premiumization, and compliance with evolving safety standards support long-term revenue growth and operating leverage above industry averages.
View narrative
₹1.17k
FV
2.2% undervalued
intrinsic discount
19.37%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Bharat Forge
AN
AnalystConsensusTarget
Consensus Narrative from 27 Analysts
Electrification And Diversification Will Unlock Industry Potential
Key Takeaways Expansion into electrification, defense, and aerospace is driving diversification, margin improvement, and positions the company for long-term sustainable growth. Increased domestic manufacturing and strategic acquisitions support market share gains, export growth, and improved earnings stability.
View narrative
₹1.16k
FV
1.7% overvalued
intrinsic discount
11.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Addtech AB (publ.)
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Energy Focus And International Expansion Will Drive Future Success
Key Takeaways Strategic acquisitions and a focus on energy infrastructure position Addtech AB for strong future revenue growth and potential diversification benefits. Enhanced product mix and pricing power have improved margins, indicating potential for sustained profitability as expansion continues.
View narrative
SEK 372.20
FV
8.9% undervalued
intrinsic discount
5.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
CAE
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Global Digital Simulation Advances Will Expand Air And Defense Training
Key Takeaways Continued air travel and defense sector demand, along with technological innovation, provides CAE with strong opportunities for recurring, high-margin revenue growth. Expansion into business aviation and healthcare simulation diversifies income streams and reduces exposure to industry cycles.
View narrative
CA$42.08
FV
9.9% undervalued
intrinsic discount
5.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
3 days ago
author updated this narrative
Flughafen Zürich
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Noida Airport Launch And Sustainability Efforts Will Strengthen Future Operations
Key Takeaways Long-term planning reliability and infrastructure expansions could enhance revenue and asset value, boosting Flughafen Zürich's growth and stability. Sustainability initiatives and a new dividend policy may improve operational efficiency and attract greater investment interest.
View narrative
CHF 233.93
FV
3.9% overvalued
intrinsic discount
3.79%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
Discovery
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Vitality's Data-Driven Health Initiatives To Support Future Global Expansion
Key Takeaways Discovery's restructuring and robust operating profit growth are poised to exceed earnings expectations and drive higher revenue and net margins. Scaling down investments in new initiatives, coupled with Discovery Bank's profitability, is expected to improve cash flow and contribute significantly to revenue growth.
View narrative
R253.33
FV
16.1% undervalued
intrinsic discount
-12.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
3 days ago
author updated this narrative
Value any company in seconds
Popular companies