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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
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.
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€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.
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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
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C & I Leasing
WA
WaneInvestmentHouse
Community Contributor
C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints
C&I Leasing Plc H1/Q2 Result – Leveraging Operating Efficiency Amidst Capital Constraints C&I Leasing Plc demonstrates a solid operational performance trajectory, underpinned by strong leasing income growth and sustained profitability. The company has effectively managed to scale gross earnings by 12.5% YoY to ₦20.47 billion in H1 2025 (vs.
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₦7.05
FV
7.8% overvalued
intrinsic discount
17.97%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
9
users have followed this narrative
12 days ago
author updated this narrative
AIICO Insurance
WA
WaneInvestmentHouse
Community Contributor
AIICO Insurance Plc – H1 2025 Financial Performance Review
AIICO Insurance Plc – H1 2025 Financial Performance Review AIICO Insurance Plc demonstrated strong revenue and asset growth in H1 2025, positioning itself as a resilient player in Nigeria’s insurance sector. Despite a marginal decline in profitability, the company’s expanded insurance and investment income base, strengthened equity, and improved underwriting results suggest long-term growth potential.
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₦2.00
FV
111.5% overvalued
intrinsic discount
24.96%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
1
users have followed this narrative
12 days ago
author updated this narrative
Julius Berger Nigeria
WA
WaneInvestmentHouse
Community Contributor
Julius Berger Nigeria Plc H1/Q2 Result
Julius Berger Nigeria Plc continues to reinforce its position as a leading construction and infrastructure player in Nigeria, with solid top-line growth, margin resilience, and a robust balance sheet supported by prudent capital management and substantial revaluation gains. The company’s strong operational performance and growing asset base position it favorably to benefit from Nigeria’s increased public infrastructure spending and private sector construction demand.
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₦130.00
FV
13.5% overvalued
intrinsic discount
25.44%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
12 days ago
author updated this narrative
UPDC
WA
WaneInvestmentHouse
Community Contributor
UPDC Plc Q2/H1 Result– Solid Turnaround Evident but Growth Sustainability Remains Questionable
UPDC Plc has delivered a remarkable turnaround in its H1 2025 financials, showcasing a 148% year-on-year increase in group revenue and a massive 2,568% growth in profit before tax. This rebound stems from improved sales performance, cost containment, and significant finance income.
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₦4.36
FV
83.5% overvalued
intrinsic discount
10.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
7
users have followed this narrative
12 days ago
author updated this narrative
Tantalizers
WA
WaneInvestmentHouse
Community Contributor
Tantalizers Plc – H1 2025 Review and Outlook
Tantalizers Plc – H1 2025 Review and Outlook Tantalizers Plc remains a notable player in Nigeria’s quick-service restaurant (QSR) sector. However, its H1 2025 performance reflects continued operational and financial distress, raising red flags for potential investors despite slight improvement in some areas.
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₦2.50
FV
3.6% overvalued
intrinsic discount
99.77%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
6
users have commented on this narrative
9
users have followed this narrative
12 days ago
author updated this narrative
SCOA Nigeria
WA
WaneInvestmentHouse
Community Contributor
SCOA Nigeria Plc Q2/H1 Result - Recovery underway, but revenue pressures and fragile working capital require caution
Recovery underway, but revenue pressures and fragile working capital require caution. Catalysts Cost Efficiency Gains: The 38% YoY decline in distribution and administrative expenses to ₦536 million in H1 2025, alongside an 85% reduction in finance charges, has materially improved profitability.
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₦2.50
FV
120.0% overvalued
intrinsic discount
3.26%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
12 days ago
author updated this narrative
Daar Communications
WA
WaneInvestmentHouse
Community Contributor
DAAR Communications Plc H1/Q2 Result – Structural Asset Strength Overshadowed by Persistent Operating Losses
DAAR Communications Plc’s H1 2025 financial results continue to reflect a structurally weak operational model with persistent bottom-line losses, eroding investor confidence despite the company’s large asset base and historical significance in Nigeria’s media industry. While revenue showed modest growth year-on-year, rising costs, weak cost controls, and negative retained earnings reinforce a bearish investment outlook.
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₦0.60
FV
63.3% overvalued
intrinsic discount
0.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
3
users have followed this narrative
12 days ago
author updated this narrative
UPDC Real Estate Investment Trust
WA
WaneInvestmentHouse
Community Contributor
UPDCREIT H1/Q2 Result- Attractive Yield but Low Growth Trajectory
UPDC REIT continues to offer stable, inflation-resilient rental income and interest earnings, underpinned by a conservatively managed balance sheet. However, a lack of growth in distributable income and zero asset disposals in H1 2025 highlights a maturing portfolio with limited upside.
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₦6.00
FV
43.3% overvalued
intrinsic discount
31.73%
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
12 days ago
author updated this narrative
AXA Mansard Insurance
WA
WaneInvestmentHouse
Community Contributor
Mansard Insurance Plc H1/Q2 Result– Valuation Catching Up with Earnings Normalization
AXA Mansard reported solid balance sheet growth and resilience in its core insurance and investment business for H1 2025. However, a significant decline in profit before tax (-73% YoY) reflects a normalization from the one-off investment income spike in H1 2024.
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₦9.95
FV
78.0% overvalued
intrinsic discount
5.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
5
users have commented on this narrative
2
users have followed this narrative
12 days ago
author updated this narrative
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