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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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Consorcio ARA S. A. B. de C. V
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation
Key Takeaways Weaker long-term demand, affordability pressures, and demographic shifts threaten Consorcio ARA's revenue growth and demand for traditional single-family units. Rising costs and reliance on affordable segments expose the company to margin compression and increased risk amid volatile macroeconomic and mortgage conditions.
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Mex$3.75
FV
16.3% undervalued
intrinsic discount
6.38%
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
Tokmanni Group Oyj
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Weak In-Store Demand Will Erode Margins Despite Digital Shift
Key Takeaways Growing e-commerce adoption and unfavorable demographic trends are limiting store revenue growth and long-term expansion opportunities for Tokmanni. Rising regulatory, wage, and operational expenses threaten profitability, while continued store expansion risks market saturation and diminishing returns.
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€8.20
FV
10.8% overvalued
intrinsic discount
3.95%
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
Hensoldt
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
German Defense Spending Cuts And ESG Hurdles Will Undermine Outlook
Key Takeaways Reliance on sustained European defense spending and complex procurement cycles exposes the company to contract risks and earnings volatility. ESG pressures, heavy innovation costs, and increasing global competition could hinder funding access, limit profitability, and slow international growth.
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€70.00
FV
22.4% overvalued
intrinsic discount
15.29%
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
1 day ago
author updated this narrative
Vale Indonesia
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Decarbonization And Indonesia's Regulation Will Erode Nickel Premiums
Key Takeaways Shifting global battery trends, stringent local regulations, and ESG pressures threaten Vale Indonesia's revenue growth, profit margins, and operational autonomy. Large-scale project risks, high compliance costs, and geopolitical uncertainty jeopardize free cash flow and long-term earnings stability.
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Rp2.90k
FV
27.4% overvalued
intrinsic discount
6.56%
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
Borr Drilling
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
Key Takeaways Reliance on offshore drilling and specific regional markets exposes Borr Drilling to substantial risks from energy transition, regulatory shifts, and regional policy uncertainty. High leverage and ongoing refinancing needs could undermine earnings and deleveraging if capital access is disrupted or debt costs rise.
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US$2.80
FV
17.5% undervalued
intrinsic discount
-1.24%
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
K92 Mining
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Accelerating Decarbonization Will Erode Margins Amid Papua New Guinea Risks
Key Takeaways Structural demand shifts from global decarbonization and changes in safe-haven sentiment threaten K92's long-term pricing power and revenue stability. Concentration risk, jurisdictional challenges, and rising costs could undermine project continuity, operating margins, and future profitability.
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CA$14.15
FV
7.1% overvalued
intrinsic discount
22.00%
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
Karoon Energy
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Decarbonization And Regulatory Pressures In Brazil Will Erode Value
Key Takeaways Long-term revenue and asset value are threatened by falling oil demand, rising decarbonization pressures, and higher regulatory costs. Heavy reliance on a single field, plus high capital and ESG-driven financing challenges, increase earnings volatility and constrain future growth.
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AU$1.60
FV
16.6% overvalued
intrinsic discount
-13.93%
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
Zigup
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
High CapEx And Risks Will Limit Efficiency Yet Spur Value
Key Takeaways Heavy investment in fleet, technology, and facilities may pressure margins and delay strong cash returns despite expected growth from urbanization and mobility trends. Transition to low-emission solutions and technology differentiation faces execution risks, potential compliance costs, and margin compression amid rising competition and shifting service mix.
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UK£3.50
FV
2.4% undervalued
intrinsic discount
1.36%
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
Thor Explorations
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Digital Disruption And West African Risks Will Hinder Prospects
Key Takeaways The company's reliance on a single West African mine and exposure to geopolitical and regulatory risks threaten earnings stability and future cash flow. Growing industry costs and stricter ESG regulations may squeeze margins and hinder access to capital, undermining profitability and shareholder returns.
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CA$0.88
FV
3.4% overvalued
intrinsic discount
-23.62%
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
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