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Global Community
Our community narratives are driven by numbers and valuation.
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Community Investing Ideas
Global Weekly Picks
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
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US$154.56
FV
30.1% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
28
users have followed this narrative
29 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
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US$8.2
FV
25.6% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
26
users have liked this narrative
3
users have commented on this narrative
45
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
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€6
FV
63.2% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
20
users have followed this narrative
16 days ago
author updated this narrative
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Phillips 66
MS
mschoen25
Community Contributor
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.
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US$268.71
FV
50.5% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 months ago
author updated this narrative
Amazon.com
KI
KiwiInvest
Community Contributor
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.
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US$227.14
FV
2.0% overvalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
3 months ago
author updated this narrative
TITC
Titan
CO
CoyoteofSofokleous
Community Contributor
Titan Cement (TITK:ATH) – Target Price Valuation (3Y Target based on June 2025) 50€
Disclaimer: As a private investor, I share this personal analysis of Titan Cement for educational purposes. This is NOT investment advice This analysis is provided for informational and educational purposes only.
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€50
FV
27.1% undervalued
intrinsic discount
16.93%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
MAG Interactive
AC
Acc_phy_Krish
Community Contributor
MAGI needs to improve its Free Cash Flow.
To identify the value of MAG Interactive I did a Discounted Free Cash Flow (FCF) analysis for the next 16 years. A statistical approach was used.
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SEK 1
FV
1.3k% overvalued
intrinsic discount
-14.50%
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
3 months ago
author updated this narrative
Diginex
YI
yiannisz
Community Contributor
Diginex Accelerates Value Creation Through AI-Powered ESG Strategy
In a landscape where ESG is often treated as a compliance formality, Diginex (DGNX) is redefining the market, transforming sustainability data into a core growth engine powered by AI, with recent acquisitions marking a bold evolution into a full‑stack data activation leader. Its recent $2 billion purchase of Resulticks , a real-time customer engagement and AI analytics firm, is proof of an extreme shift: from an ESG software provider to an all-stack data activation leader.
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US$50
FV
79.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 months ago
author updated this narrative
DLocal
WY
WynnLevi
Community Contributor
DLocal's Future Growth Fueled by 35% Revenue and Profit Margin Boosts
1. Continuous Product and Service Expansion DLocal emphasizes continuous investment in developing new products and services.
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US$195.39
FV
92.5% undervalued
intrinsic discount
35.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 months ago
author updated this narrative
Nava
SU
Sushanth
Community Contributor
Thermal power plant in Zambia is the cashcow of the company!!!!
Core of the earning of company comes from its thermal power plant in Zambia. It operates the only thermal plant in Zambia which account for around 9 percent of Zambia energy.
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₹650
FV
8.5% overvalued
intrinsic discount
21.70%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
3
users have followed this narrative
3 months ago
author updated this narrative
NIKE
HA
HanPablo
Community Contributor
NKE vs DESK and SKX
This analysis compares three companies: DESK, SKX, and NKE, using key financial ratios across liquidity, solvency, efficiency, profitability, and valuation. Liquidity: DESK shows strong short-term financial health, with better ratios than SKX.
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US$77.33
FV
6.5% undervalued
intrinsic discount
12.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
Uber Technologies
YA
YasserSakuragi
Community Contributor
Excellent business fundamentals. However, current valuation offers no margin of safety at 40%+ premium to intrinsic value.
Initial Screen Results: Revenue Growth: Q1 2025: $11.53B (+14% YoY), strong momentum continuing Profitability: Achieved sustainable profitability with $1.78B net income vs -$654M loss year ago Cash Generation: Exceptional FCF of $6.9B in 2024, $2.3B in Q1 2025 Balance Sheet: Cash $7.0B, Debt $9.5B, D/E ratio 42.3% (manageable) Methodology: Future Earnings/P-E Projection (growth stock) 2030 Revenue Projection: $65-70B 2030 EBITDA: $14-15B (22% margin with autonomous vehicle benefits) Fair Value Range: $90-135B market cap Current Market Cap: $192B (significantly overvalued) Target Entry Price: $65-75 per share (vs current ~$95)
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US$75
FV
23.9% overvalued
intrinsic discount
4.20%
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 months ago
author updated this narrative