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GXAI
Gaxos.ai
Sponsored
content by Gaxos.ai
JO
Jolt_Communications
Community Contributor
Gaxos.ai: Early-Stage AI Innovator in Gaming & Health
Key Takeaways Dual AI focus – Gaxos.ai builds AI-powered tools for game developers (via Unity integrations) and AI-driven health services under its RNK Health brand. First signs of commercial traction – After years of development, the company reported ~$194k in H1 2025 revenue, mainly from wellness pilot programs.
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US$2.21
FV
5.9% undervalued
intrinsic discount
119.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
32
users have followed this narrative
Updated
narrative
Microsoft
PI
PicaCoder
Community Contributor
After the AI Party: A Sobering Look at Microsoft's Future
The world has been captivated by the artificial intelligence boom, and no company has ridden the wave of investor enthusiasm quite like Microsoft. Buoyed by its strategic partnership with OpenAI and the integration of AI across its product ecosystem, the company's valuation has soared to unprecedented heights.
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US$500.00
FV
1.4% overvalued
intrinsic discount
6.75%
Revenue growth p.a.
Set Fair Value
21
users have liked this narrative
12
users have commented on this narrative
27
users have followed this narrative
13 days ago
author updated this narrative
Amazon.com
ZW
Zwfis
Community Contributor
Amazon's Future Rises as Stock Price Falls: A Long-Term Investment Vision
Amazon is a stock I am very interested in right now especially with the recent price drops that it has been experiencing since its 2Q25 results. A summary of Amazon as stated by Fiscal.ai: "Amazon.com, Inc.
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US$234.75
FV
2.5% undervalued
intrinsic discount
13.60%
Revenue growth p.a.
Set Fair Value
20
users have liked this narrative
7
users have commented on this narrative
25
users have followed this narrative
New
narrative
Verve Group
TI
TibiT
Community Contributor
Verve Group: A Tale of Three Futures
Verve Group stands at a critical juncture. After a history of explosive growth, the company has been hit by significant operational headwinds, primarily the difficult and costly migration to a unified technology platform and unfavorable currency exchange rates.
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€4.02
FV
44.5% undervalued
intrinsic discount
8.50%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
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Fidelis Insurance Holdings
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Catastrophe Risks And Regulatory Burdens Will Crimp Margins
Key Takeaways Heightened exposure to catastrophic events and elevated operating costs threaten profitability, amplify earnings volatility, and constrain shareholder value growth. Tightening regulations and intensifying market competition may compress margins, limit pricing flexibility, and restrict premium and income expansion.
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US$16.00
FV
9.6% overvalued
intrinsic discount
12.78%
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
9 days ago
author updated this narrative
AMN Healthcare Services
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
US Healthcare Staffing Will Struggle With Hints Of Recovery
Key Takeaways Demand softness in core staffing offerings and heightened pricing competition may limit revenue and margin improvement in the near term. Industry risks from shifting hospital staffing strategies and regulatory pressures threaten top-line growth and profitability.
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US$18.00
FV
15.3% overvalued
intrinsic discount
-1.49%
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
9 days ago
author updated this narrative
Addus HomeCare
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Medicaid Cuts And Rising Labor Costs Will Pressure Margins
Key Takeaways Federal and state budget pressures, along with Medicaid dependence, threaten revenue stability and expose the company to unpredictable policy risk. Rising labor costs and intensifying industry competition may squeeze profit margins and undermine growth prospects.
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US$99.64
FV
18.8% overvalued
intrinsic discount
7.94%
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
9 days ago
author updated this narrative
United Parks & Resorts
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Declining Demographics And Climate Volatility Will Depress Park Attendance
Key Takeaways Demographic shifts, rising climate risks, and digital entertainment trends are eroding long-term park attendance and revenue growth prospects. Increased sensitivity to pricing, regional concentration, and dependence on seasonal traffic heighten margin pressure and earnings volatility.
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US$46.00
FV
16.2% overvalued
intrinsic discount
1.46%
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
9 days ago
author updated this narrative
Sylvamo
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Overvaluation Will Exacerbate Declining Paper Demand And Trade Woes
Key Takeaways Accelerating digitalization and shrinking paper demand threaten Sylvamo's core business, compressing margins and challenging long-term revenue stability. Increasing regulatory, competitive, and macroeconomic pressures could heighten earnings volatility and restrict cash flow available for debt reduction and shareholder returns.
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US$44.00
FV
1.4% overvalued
intrinsic discount
0.0098%
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
9 days 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
9.4% 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
users have followed this narrative
9 days ago
author updated this narrative
H&R Block
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Automation And Digital Shifts Will Erode Traditional Tax Services
Key Takeaways Automation, digital adoption, and demographic shifts are eroding H&R Block's assisted tax prep and retail models, threatening client retention and compressing margins. Struggles to diversify beyond seasonal tax revenue and rising fintech competition expose earnings to volatility and diminishing future profitability.
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US$48.00
FV
8.6% overvalued
intrinsic discount
3.53%
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
9 days ago
author updated this narrative
Tencent Music Entertainment Group
AN
AnalystLowTarget
Consensus Narrative from 31 Analysts
Tightening Chinese Rules And Stiff Competition Will Restrict Future Performance
Key Takeaways Government regulation and industry changes threaten Tencent Music's innovation, strategic flexibility, and revenue growth by limiting content access and increasing compliance burdens. Shifting consumer preferences and rising competition are eroding user engagement and margins, making it harder to monetize and differentiate amidst evolving digital entertainment trends.
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US$19.89
FV
27.5% overvalued
intrinsic discount
6.70%
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
9 days ago
author updated this narrative
Huaneng Power International
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
China Low-Carbon Policies Will Boost Renewable Energy Transition
Key Takeaways Rapid renewable expansion and policy support position the company for sustained revenue growth and improved earnings quality amid China's shift to low-carbon energy. Cost optimization and market-driven power pricing enhance margins and operating cash flow, while rising high-margin renewables reduce earnings volatility and boost returns.
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HK$5.83
FV
2.8% undervalued
intrinsic discount
0.97%
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
4 days ago
author updated this narrative
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