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Global Community
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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.
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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
2
users have commented on this narrative
42
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
5
users have liked this narrative
0
users have commented on this narrative
15
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
16
users have followed this narrative
New
narrative
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PGE Polska Grupa Energetyczna
JO
Jonataninho
Community Contributor
PGE: Overlooked Polish Powerhouse
PGE Polska Grupa Energetyczna S.A. Is Poland’s largest power producer, however, historically reliant on coal-based energy. In recent years, PGE has embarked on a significant transformation towards renewable energy, aiming for climate neutrality by 2050.
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zł32.54
FV
64.8% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 months ago
author updated this narrative
LegalZoom.com
NA
NateF
Community Contributor
LZ Market Outlook
LegalZoom is an online legal technology and services company that helps consumers and small businesses with their legal, compliance, and business management needs. Their services include: Business formation products Intellectual property products Tax services Consumer, estate planning, and other services Subscriptions services LegalZoom was founded in July 1999 by Brian P.
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US$9.88
FV
8.5% overvalued
intrinsic discount
3.09%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
7 months ago
author updated this narrative
Tesla
M_
M_Kabesh
Community Contributor
Long-Term Target Set at $430 Amidst Innovation and Market Resilience
As of April 12, 2025, Tesla (TSLA) is facing a pivotal moment shaped by both market dynamics and internal performance metrics. The stock is currently trading at $252.31, exhibiting bearish momentum as it remains below its 50-day ($294.76) and 200-day ($289.99) moving averages.
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US$430.00
FV
23.1% undervalued
intrinsic discount
24.38%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
29
users have followed this narrative
4 months ago
author updated this narrative
Coca-Cola
TO
Tokyo
Community Contributor
KO is still a good base investment
My main narrative for KO: Strong brands Well established distribution network (starting from the source (water) over botteling and delivery to selling points) with an "all world" footprint To grow revenue KO now sells also Coffee (Costa) and other beverages over the existing network. The idea is to have the beverage for every daytime, so the offering and with that revenue will still increase To optimize finance (less investments) botteling in several countries is outsourced as a franchise Strong growth in Latin Amerika But: I miss innovations or trend setting Basically they purchase niche players or lower Top5 brands and scale them through their distribution network Or cooperate, in case of Monster beverage I focus also on: ...
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US$62.00
FV
12.8% overvalued
intrinsic discount
5.28%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
6
users have followed this narrative
about 1 year ago
author updated this narrative
EQT
JO
Jonh
Community Contributor
EQT's Private Market Strategy Will Transform Revenue for 12.6% Growth
Key Takeaways Strategic focus on private markets and new investment strategies in healthcare and infrastructure align with global trends, boosting revenue and diversification. Leading role in private market expansion and tech-driven efficiencies enhances deal activity, margins, and EBITDA growth.
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SEK 389.20
FV
11.6% undervalued
intrinsic discount
12.64%
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
5 months ago
author updated this narrative
Transocean
PZ
PzPz
Community Contributor
Troubled member of a valuable niche
RIG is either going to survive and boom during the next energy squeeze or it gets bought out. In the first case you get a multi-bagger.
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US$2.16
FV
36.6% overvalued
intrinsic discount
7.00%
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
25 days ago
author updated this narrative
Kenya Electricity Generating
PA
PapaDanico001
Community Contributor
KEGN's Revenue Set to Surge by 31% Amid Rising Demand
Kenya Electricity Generating Company PLC, commonly known as KenGen, is Kenya's leading electric power generation company and plays a significant role in the East African energy landscape. KenGen primarily focuses on electricity generation, providing around 60-75% of the nation's power.
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KSh6.01
FV
23.5% overvalued
intrinsic discount
31.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
2 months ago
author updated this narrative
TotalEnergies Marketing Kenya
PA
PapaDanico001
Community Contributor
TotalEnergies Marketing Kenya will achieve a profit margin increase of 3% over the next 3 years
TotalEnergies Marketing Kenya Plc, a key entity in Kenya's energy landscape and a subsidiary of the multinational TotalEnergies SE operates primarily in the marketing and distribution of petroleum products. The company’s activities are diverse, spanning several channels, including a widespread network of service stations that sell fuels, lubricants, car care products, convenience stores, and vehicle maintenance services.
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KSh34.86
FV
15.2% undervalued
intrinsic discount
78.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
2 months ago
author updated this narrative
NCBA Group
PA
PapaDanico001
Community Contributor
NCBA Group's Revenue Predicted to Surge by 33% in the Next 3 Years
NCBA Group Plc, formed by the merger of NIC Group Plc and Commercial Bank of Africa in 2019, stands as one of East Africa's largest financial services groups, prominently listed on the Nairobi Securities Exchange under the ticker NCBA. The group has established itself as a vital player in the financial landscape, offering a diverse range of services across several key segments, including retail banking, corporate and institutional banking, asset finance, treasury operations, investment banking, and a burgeoning digital banking sector.
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KSh55.51
FV
16.6% overvalued
intrinsic discount
33.00%
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
2 months ago
author updated this narrative
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