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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
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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
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Iren
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Declining Grid Demand And Rising Leverage Will Hurt Margins
Key Takeaways Decentralized energy trends and demographic shifts undermine core revenue streams and limit long-term growth prospects for Iren. Increased leverage from investments, heightened competition, and evolving regulations add pressure on margins, cash flow, and compliance costs.
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€2.00
FV
26.1% overvalued
intrinsic discount
-2.51%
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
3 days ago
author updated this narrative
Avio
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Intensified Competition And Tightening Regulations Will Undermine Prospects
Key Takeaways Intensifying competition, industry consolidation, and shifting customer demand threaten Avio's future market share, revenue growth, and negotiating power. Rising regulatory, environmental, and operational costs further pressure profitability and undermine competitiveness for new contracts.
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€20.00
FV
68.0% overvalued
intrinsic discount
6.99%
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
3 days ago
author updated this narrative
ReadyTech Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Delayed Cloud Transitions Will Impede Profits Yet Spur Recovery
Key Takeaways Persistent integration challenges, regulatory pressures, and delayed government projects threaten cash margins, recurring revenue growth, and long-term earnings stability. The company risks technological obsolescence and competitive pressure as automation and AI adoption in the industry accelerates beyond its current innovation pace.
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AU$3.05
FV
19.7% undervalued
intrinsic discount
12.90%
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
3 days ago
author updated this narrative
Ramelius Resources
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Decarbonization Pressures And Reserve Depletion Will Shrink Gold Margins
Key Takeaways Ramelius is highly exposed to declining gold demand and price volatility, with limited diversification leaving future earnings unstable. Escalating costs, reserve depletion, and tougher ESG funding threaten the company's long-term profitability and ability to sustain growth.
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AU$2.60
FV
6.2% overvalued
intrinsic discount
8.63%
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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3 days ago
author updated this narrative
Telkom SA SOC
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Eroding Fixed-Line Revenue And Fierce Competition Will Shrink Margins
Key Takeaways Continued declines in legacy fixed-line revenue and growing competitive pressures threaten margins, while sector-wide fiber uptake and mobile gains are unlikely to offset losses. High capital requirements, inflationary lease expenses, and reduced asset sale benefits constrain cash flow, limiting capacity to fund growth amid market saturation and technological disruption.
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R45.00
FV
19.1% overvalued
intrinsic discount
2.19%
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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3 days ago
author updated this narrative
Superior Plus
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Energy Transitions And Regulation Will Dampen Fundamentals Yet Allow Recovery
Key Takeaways Accelerating energy transition, regulatory pressures, and regional concentration threaten long-term revenue stability and margin growth for Superior Plus. Reliance on acquisitions and operational efficiency improvements brings integration risks and limits flexibility amid rising competition and market disruption.
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CA$7.53
FV
8.5% undervalued
intrinsic discount
5.36%
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
3 days ago
author updated this narrative
Eurocell
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
UK Headwinds Will Squeeze Margins But Invite Modest Recovery
Key Takeaways Exposure to demographic headwinds, regulatory uncertainty, and reliance on PVC may constrain revenue growth and put pressure on margins despite sustainability initiatives. Acquisitions and new product categories broaden opportunities, but persistent inflation, rising rates, and high fixed costs amplify earnings volatility and downside risk.
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UK£2.10
FV
28.6% undervalued
intrinsic discount
10.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
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3 days ago
author updated this narrative
Cebu Air
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Engine Troubles Will Curb Flights And Philippine Demand Lift Outlook
Key Takeaways Fleet expansion and revenue growth are limited by supply chain disruptions, high modernization costs, and increased short-term financial pressures. Regional competition, regulatory risks, and macroeconomic headwinds threaten to erode long-term cost advantages and constrain profit growth.
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₱45.00
FV
18.2% undervalued
intrinsic discount
6.06%
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
3 days ago
author updated this narrative
Capstone Copper
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising Compliance Costs And Geopolitical Risks Will Erode Margins
Key Takeaways Rising regulatory, geopolitical, and resource nationalism pressures threaten margins, increase costs, and create uncertainties in permitting, taxation, and supply chain reliability. Expansion risks and market shifts toward recycled copper or substitutes could limit growth, increase execution challenges, and suppress future earnings and revenue.
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CA$8.27
FV
4.7% overvalued
intrinsic discount
10.61%
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
3 days ago
author updated this narrative
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