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
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.
View narrative
US$163.75
FV
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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.
View narrative
€27.92
FV
25.2% undervalued
intrinsic discount
9.00%
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
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.
View narrative
AU$22.00
FV
5.0% undervalued
intrinsic discount
8.72%
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Cooper Companies
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding MyDay And MiSight Product Lines Will Meet Strong Market Demand
Key Takeaways Expansion of MyDay and international launches are key strategies for meeting market demand, enhancing efficiency, and driving revenue growth. Strategic sales realignment and innovation in myopia and fertility segments aim to boost operational efficiency, expand market share, and improve net margins.
View narrative
US$93.27
FV
24.0% undervalued
intrinsic discount
6.62%
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
6 days ago
author updated this narrative
Dow
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Urban Expansion And Advanced Recycling Will Drive Specialty Markets
Key Takeaways Divesting noncore assets and European shutdowns streamline Dow's cost base, enabling rapid margin expansion and earnings rebound as demand returns. Strategic investments and sustainability leadership drive outperformance, fueling both higher-margin growth and new cash flow opportunities in emerging and premium markets.
View narrative
US$41.27
FV
49.4% undervalued
intrinsic discount
3.22%
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
6 days ago
author updated this narrative
IQVIA Holdings
AN
AnalystHighTarget
Consensus Narrative from 19 Analysts
NVIDIA Partnership And AI Deployment Will Fuel Healthcare Digitization
Key Takeaways IQVIA's leadership in real-world data analytics and generative AI is driving faster revenue growth, margin expansion, and operational efficiency beyond market expectations. Strategic expansion in global data assets and emerging markets positions IQVIA for strong, resilient growth, recurring revenue, and increasing market share as healthcare digitizes.
View narrative
US$258.83
FV
30.4% undervalued
intrinsic discount
6.66%
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
6 days ago
author updated this narrative
K
Kellanova
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
New Product Launches Like Pringles Mingles And Cheez-It Will Drive Global Expansion
Key Takeaways Expansion in North America and Europe with new product launches aims at driving volume growth and enhancing revenue. Strategic pricing and managing input cost inflation are key to sustaining operating profit growth and margin expansion amidst currency challenges.
View narrative
US$83.40
FV
3.9% undervalued
intrinsic discount
2.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
6 days ago
author updated this narrative
Labcorp Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 17 Analysts
AI And Collaborations Will Transform Diagnostic Testing
Key Takeaways Strategic collaborations and acquisitions are expected to drive growth in high-growth therapeutic areas and partnerships with health systems. Introduction of innovative tests and tech enhancements is anticipated to improve margins and earnings, with initiatives offsetting rising personnel costs.
View narrative
US$291.65
FV
8.2% undervalued
intrinsic discount
5.12%
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
6 days ago
author updated this narrative
MKL
Markel Group
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Decentralized Operations And Digital Transformation Will Improve Specialty Insurance Outcomes
Key Takeaways Decentralization, operational restructuring, and digital transformation aim to boost underwriting results, efficiency, and support higher long-term profitability in core specialty insurance. Expansion of non-insurance ventures and redeployment of freed capital improve earnings diversification, reduce volatility, and position for stable, compounded growth.
View narrative
US$1.92k
FV
0.7% undervalued
intrinsic discount
3.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
6 days ago
author updated this narrative
Constellation Energy
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Accelerated Data Centers And Zero-Carbon Power Will Shape Clean Energy
Key Takeaways Unique zero-carbon nuclear capabilities and premium contracts with major customers provide durable pricing power, stable cash flows, and increased revenue certainty. Long-term growth is fueled by rising electricity demand from AI, digitization, and electrification, supported by operational improvements and favorable policy incentives.
View narrative
US$391.00
FV
15.2% undervalued
intrinsic discount
3.97%
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
6 days ago
author updated this narrative
Lennar
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Asset-light Model And Rausch Coleman Homes Deal Will Improve Efficiency
Key Takeaways The asset-light and land-light model, alongside the Millrose spin-off, is set to boost cash flow efficiency and enhance earnings. Acquiring Rausch Coleman Homes and cost initiatives support revenue growth and profitability, even in tough economic times.
View narrative
US$159.00
FV
24.2% undervalued
intrinsic discount
4.17%
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
6 days ago
author updated this narrative
Fastenal
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Reshoring And Digitalization Will Expand North American Industrial Networks
Key Takeaways Expansion of on-site services and digital solutions is increasing recurring revenue, operational efficiency, and gross margins while deepening customer relationships. Supply chain localization and increased automation are driving market share gains, higher customer retention, and above-market topline growth.
View narrative
US$49.00
FV
2.4% undervalued
intrinsic discount
10.29%
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
6 days ago
author updated this narrative
Value any company in seconds
Popular companies