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
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×.
View narrative
US$120.72
FV
57.7% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
8
users have commented on this narrative
76
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.
View narrative
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
97
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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Leader Harmonious Drive Systems
SK
SKK
Community Contributor
Leader Harmonious Drive Systems is a key beneficiary of collaborative robots and CNC machine components
The company is a principal beneficiary of automation advancements both internationally and within China, particularly in the areas of collaborative robots and CNC machine components.
View narrative
CN¥198.00
FV
30.8% undervalued
intrinsic discount
29.17%
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
Flex
ZD
Zdend
Community Contributor
Flex valuation April 2024
Design, manufacture, supply chain Catalysts Are there any industry tailwinds this stock is benefitting or hindered from? Robotics EV IoT Cloud computing Smart home Analysts projections trending upwards Excellent PE against industry Peers Assumptions Where do you think revenue will be in 5 years time?
View narrative
US$44.27
FV
13.7% overvalued
intrinsic discount
1.00%
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
9 months ago
author updated this narrative
Rheinmetall
NO
Noggerno
Community Contributor
Rheinmetall could get 20-25% of EU-NATO 3%-GDP defence spending
If European NATO members would raise their military spending to ~3% of their GDP, this would mean a combined yearly spending of over 500b€. Rheinmetall management assumed on 12th March 2025 that 20% to 25% of the entire military spending could be spent with Rheinmetall.
View narrative
€7.57k
FV
78.6% undervalued
intrinsic discount
64.00%
Revenue growth p.a.
Set Fair Value
34
users have liked this narrative
7
users have commented on this narrative
91
users have followed this narrative
5 months ago
author updated this narrative
Pantoro Gold
TP
TP88
Community Contributor
Gold producer with strong balance sheet and good upside
Pantoro Ltd is a mid-tier producer in Australia. They are producing around 100,000 oz (Norseman).
View narrative
AU$1.83
FV
124.6% overvalued
intrinsic discount
17.95%
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
4 months ago
author updated this narrative
Southwest Airlines
ST
steingar
Community Contributor
Testing for analysis
test test again
View narrative
US$2.70k
FV
98.9% undervalued
intrinsic discount
59.00%
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
about 1 month ago
author updated this narrative
UnitedHealth Group
DZ
Dzitkowskik
Community Contributor
UnitedHealth Group will achieve strong growth with stable returns and a wide moat
Good: Recent sell-off made it reasonably priced Has decent returns (24% ROE, 11% ROIC) Good and stable shareholder yield (dividend 2.1% yield with 10+% growth + buybacks) Very stable and decent past growth both top and bottom line Has a wide moat STR BUY forecast Bad: Really really bad PR Threat of high fines Low margins - highly affected by med costs raising Current/Quick ratios below 1 (around 0.85)
View narrative
US$425.80
FV
41.1% undervalued
intrinsic discount
8.00%
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
2 months ago
author updated this narrative
VivoPower International
M_
M_Kabesh
Community Contributor
VVPR is a highly speculative stock with major risks tied to its financial stability
Based on its current status with a low market cap (~$5 million), severe revenue decline, and significant net losses, VivoPower International (VVPR) faces a critical period through 2025. VVPR is a highly speculative stock with major risks tied to its financial stability.
View narrative
US$2.41
FV
111.6% overvalued
intrinsic discount
300.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
6 months ago
author updated this narrative
Lemonade
VI
VincentE
Community Contributor
Q3 24 Report Gives Hope for Long-Term Turnaround
Lemonade Looks Fresh(er) - November 2024 Lemonade reported in-force premiums of $889 million, up 24% year over year and higher by nearly 50% since mid-2022. The company now has 2.31 million customers, up 17% from year-ago levels, and gross profit climbed 71%.
View narrative
US$77.14
FV
36.5% undervalued
intrinsic discount
25.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
9 months ago
author updated this narrative
Tesla
AR
Areeighty
Community Contributor
Interesting to compare to Hyundai
Ignoring politics and the media circus around this company, I look at what I think is it's closest competitor: Hyundai. Deliveries in 2024/2025: Hyundai delivered 7.23 million vehicles Tesla delivered 1,789,226 vehicles But Tesla markets itself as more than a car company; saying that its future is in robotics, AI and robotaxis.
View narrative
US$5.46
FV
5.9k% overvalued
intrinsic discount
-43.76%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
Value any company in seconds
Popular companies