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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
users have followed this narrative
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Exponent
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Automation And Regulation Will Compress Margins Yet Offer Respite
Key Takeaways Advances in automation and AI may reduce demand for Exponent's specialized consulting, increasing competition and pressuring both pricing and long-term revenue growth. Regulatory changes, compliance costs, and industry commoditization threaten Exponent's profit margins and traditional revenue stability despite efforts to diversify and invest in technology.
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US$76.00
FV
8.9% undervalued
intrinsic discount
6.45%
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
KB Home
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Falling US Homebuyer Demand And Rising Costs Will Curtail Prospects
Key Takeaways Reliance on first-time homebuyers leaves the company vulnerable to demographic shifts, affordability challenges, and exposure to regulatory and macroeconomic headwinds. Rising costs, competition, and regulatory burdens threaten profitability, compressing margins and limiting opportunities for sustainable long-term growth.
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US$49.00
FV
28.3% overvalued
intrinsic discount
-3.34%
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
Installed Building Products
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Aging US Demographics And Rising Costs Will Stunt Construction
Key Takeaways Structural shifts in housing demand, affordability challenges, and slowing acquisitions threaten long-term revenue growth and heighten exposure to market cycles. Rising regulatory, material, and labor costs will pressure margins and profitability, increasing operational risks and complicating earnings sustainability.
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US$184.00
FV
45.2% overvalued
intrinsic discount
-0.33%
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
Mr. Cooper Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Mortgage Risks And Integration Issues Will Undermine Value
Key Takeaways Slowing demographic and homeownership trends, plus heavy reliance on mortgage cycles, threaten stable growth and heighten revenue volatility. Rising fintech competition, regulatory pressures, and integration execution risks pose challenges to margins, cost control, and long-term market position.
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US$143.00
FV
33.8% overvalued
intrinsic discount
10.22%
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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Trex Company
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Residential Decking Reliance And Rising Costs Will Limit Prospects
Key Takeaways Heavy reliance on residential decking and undiversified product lines leave the company exposed to housing market cycles and demographic challenges. Tightening sustainability regulations, volatile input costs, and intensifying competition threaten margins and the long-term viability of the business model.
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US$54.50
FV
15.7% overvalued
intrinsic discount
8.97%
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
Informatica
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Cloud Consolidation Will Pressure Revenues Despite AI Potential
Key Takeaways Intensifying competition from cloud giants, open-source, and AI-driven solutions is eroding Informatica's pricing power, market share, and ability to differentiate its offerings. Rising regulatory and compliance challenges are driving up costs, threatening profitability and limiting the company’s potential for international expansion and earnings growth.
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US$20.80
FV
18.8% overvalued
intrinsic discount
3.78%
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
Lantheus Holdings
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
PSMA PET Pricing Will Erode Margins Despite Diversification
Key Takeaways Pricing pressures, reimbursement challenges, and reliance on a few key products heighten risk of margin compression and revenue volatility. Product pipeline and partnerships offer diversification potential, but integration hurdles and regulatory headwinds may limit growth and profitability.
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US$63.00
FV
14.0% undervalued
intrinsic discount
3.84%
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
Talen Energy
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Decarbonization Pressures Will Erode Legacy Fossil Assets
Key Takeaways Heavy reliance on natural gas and conventional assets heightens exposure to decarbonization, regulatory, and market risks, potentially eroding market share and compressing revenue. Rising competition from renewables and decentralized energy could undermine core operations, reduce contract values, and further pressure earnings and asset values.
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US$325.57
FV
16.0% overvalued
intrinsic discount
14.19%
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
Ciena
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Slow Data Demand And Concentrated Customers Will Undermine Outlook
Key Takeaways Ciena faces slowing growth and profit pressures due to market saturation, margin erosion from hardware commoditization, and dependence on a few large cloud customers. Geopolitical risks, supply chain uncertainty, and a shift toward lower-margin products threaten near-term revenue visibility and long-term earnings stability.
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US$66.00
FV
37.7% overvalued
intrinsic discount
9.96%
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
1 day ago
author updated this narrative
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