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
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
View narrative
US$5.30
FV
74.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
View narrative
US$105.25
FV
33.8% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
16
users have liked this narrative
1
users have commented on this narrative
34
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
View narrative
US$26.54
FV
6.3% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
73
users have followed this narrative
28 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
View narrative
NOK 95.36
FV
46.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Charter Communications
AN
AnalystHighTarget
Consensus Narrative from 20 Analysts
DOCSIS 40 Rollout And Broadband Demand Will Power Digital Ecosystems
Key Takeaways Structural cost advantages from technology upgrades and expanded service offerings could drive higher margins, earnings growth, and premium pricing power across Charter's full footprint. Strong mobile segment momentum, potential acquisition benefits, and cash flow gains position Charter for outsized shareholder returns and substantial long-term revenue growth.
View narrative
US$500.00
FV
47.8% undervalued
intrinsic discount
1.72%
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
7 days ago
author updated this narrative
Mayville Engineering Company
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Digital Demand And US Reshoring Will Create A Vibrant Future
Key Takeaways Strategic acquisitions and diversification into high-growth sectors are strengthening revenue growth, customer base, and margin resilience, while reducing dependence on cyclical industries. Domestic manufacturing focus and operational excellence initiatives drive competitive advantage, margin improvement, and flexible capital allocation for sustainable long-term growth.
View narrative
US$20.50
FV
30.8% undervalued
intrinsic discount
7.90%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
24 minutes ago
author updated this narrative
Stevanato Group
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Automation And Biologics Adoption Will Transform Injectable Solutions
Key Takeaways Rapid growth in high-value biologics and innovative delivery formats positions Stevanato for accelerated earnings and above-expectation margin expansion as premium products ramp. Vertical integration, strong regulatory credibility, and alignment with pharma industry supply trends create durable competitive advantages and long-term profitable client relationships.
View narrative
US$36.06
FV
35.4% undervalued
intrinsic discount
10.16%
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
7 days ago
author updated this narrative
Royal Unibrew
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
International Expansion And Premium Segments Will Drive Future Success
Key Takeaways Focus on premium, high-margin beverages and international market expansion aligns with consumer trends, reducing risk and supporting sustainable growth. Supply chain optimization and strategic portfolio shifts drive efficiency, improve margins, and enhance the ability to return capital to shareholders.
View narrative
DKK 584.71
FV
16.9% undervalued
intrinsic discount
4.69%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
7 days ago
author updated this narrative
DuPont de Nemours
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
EV Electrification And Bio-Based Materials Will Reshape Global Industries
Key Takeaways Spin-off and portfolio focus position DuPont to benefit from accelerating AI, healthcare, and electrification trends, supporting strong revenue and margin growth above expectations. Strategic M&A, expanded innovation in sustainable materials, and strong financial flexibility enable the company to seize emerging opportunities and enhance shareholder returns.
View narrative
US$113.00
FV
33.1% undervalued
intrinsic discount
5.14%
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
7 days ago
author updated this narrative
Wendy's
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Digital Platforms And International Deals Will Unlock Future Value
Key Takeaways Digital innovation and data analytics are set to enhance efficiency, customer engagement, and overall margin growth across the business. International expansion and targeted menu innovation aim to boost revenue diversity, customer traffic, and long-term earnings stability.
View narrative
US$11.86
FV
15.5% undervalued
intrinsic discount
1.21%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
about 1 hour ago
author updated this narrative
CNH Industrial
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Advanced Connectivity And Emerging Markets Will Open Future Horizons
Key Takeaways Expansion of advanced tech and services, along with focus on sustainability, will drive higher-margin growth and position CNH for industry shifts toward autonomy and electrification. Strategic moves in emerging markets and operational improvements will diversify revenue sources, boost efficiency, and support earnings growth as demand recovers.
View narrative
US$15.08
FV
25.6% undervalued
intrinsic discount
1.18%
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
about 1 hour ago
author updated this narrative
DigitalBridge Group
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI Demand And Global Expansion Will Transform Digital Infrastructure
Key Takeaways Surging demand for data centers and power, especially from AI and cloud trends, underpins strong, recurring revenue growth and long-term expansion opportunities. Strategic asset diversification, global expansion, and a pure-play focus in digital infrastructure strengthen margins, earnings predictability, and value creation for shareholders.
View narrative
US$16.50
FV
31.7% undervalued
intrinsic discount
41.69%
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
42 minutes ago
author updated this narrative
Collegium Pharmaceutical
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Specialty Pharmaceuticals And Diversified Assets Will Drive Future Success
Key Takeaways Broadening demand for specialty pharmaceuticals and innovative pain products positions the company for sustained revenue growth and margin expansion. Disciplined acquisitions and targeted investments in ADHD therapies diversify the portfolio and reduce risk, supporting stable long-term earnings.
View narrative
US$44.60
FV
11.2% undervalued
intrinsic discount
-0.55%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
36 minutes ago
author updated this narrative
Value any company in seconds
Popular companies