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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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Crocs
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Asia And Europe Expansion Will Secure Lasting Market Strength
Key Takeaways Strong international expansion and innovative product strategies are diversifying revenue and growing brand appeal, reducing dependence on North America. Direct-to-consumer focus and disciplined cost management are enhancing profitability, while sustainability initiatives support long-term brand strength and pricing power.
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US$90.92
FV
6.8% undervalued
intrinsic discount
-1.03%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
60
users have followed this narrative
4 days ago
author updated this narrative
Kier Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Falling UK Spending And Rising Costs Will Hinder Pipeline Progress
Key Takeaways Declining public infrastructure spending and regulatory burdens threaten future revenue growth and margins, as compliance and operational costs continue to rise. Labour shortages, pension obligations, and supply chain volatility are putting sustained pressure on project costs, margin stability, and investment flexibility.
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UK£2.00
FV
3.5% overvalued
intrinsic discount
4.40%
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
14 days ago
author updated this narrative
Comet Holding
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Costs And Tariff Risks Will Squeeze Margins
Key Takeaways Deglobalization, geopolitical risks, and talent shortages threaten to increase costs, limit market access, and constrain operational efficiency and earnings growth. Rising vertical integration, supplier development, and industry pricing pressure may reduce Comet's addressable market, compress margins, and dampen long-term revenue potential.
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CHF 196.00
FV
7.6% undervalued
intrinsic discount
11.97%
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
14 days ago
author updated this narrative
Supreme Petrochem
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Traditional Materials Will Constrain Future Prospects Despite Demand Shifts
Key Takeaways Dependence on traditional plastics and lack of diversification heighten risks from shifting regulations, consumer preferences, and emerging substitutes, threatening long-term profitability. Intensifying global competition, rising compliance costs, and uncertain project returns may compress margins and impede growth, risking capital inefficiency.
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₹684.00
FV
6.8% overvalued
intrinsic discount
23.48%
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
14 days ago
author updated this narrative
Sharda Cropchem
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
European Regulations And Generic Rivalry Will Erode Market Prospects
Key Takeaways Accelerating regulatory shifts toward sustainable agriculture and rising compliance costs threaten Sharda's chemical-centric business model and long-term profitability. Dependence on generic products and export-driven revenues increases risk from price competition, technological changes, and global supply chain disruptions.
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₹935.00
FV
2.4% overvalued
intrinsic discount
12.71%
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
14 days ago
author updated this narrative
Barloworld
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Expanding Infrastructure And Green Investments Will Drive Opportunity
Key Takeaways Rising infrastructure and mining projects, plus modernization trends, support long-term growth in equipment sales, service revenue, and earnings stability. Sustainability investments and portfolio streamlining position the company for higher margins, profitability, and resilience to evolving client and regulatory demands.
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R108.67
FV
8.3% overvalued
intrinsic discount
2.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Expro Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Global Decarbonization Will Erode Offshore Oilfield Revenues
Key Takeaways Accelerating renewable energy adoption and global decarbonization efforts threaten Expro's traditional oilfield services business by eroding demand, suppressing revenue growth, and raising compliance costs. High exposure to offshore markets, customer concentration, and increased competition compress margins, intensify revenue volatility, and undermine sustainable long-term profitability.
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US$10.00
FV
9.4% overvalued
intrinsic discount
-0.31%
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
14 days ago
author updated this narrative
Grupo Herdez. de
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Mexico Exposure And Rising Input Costs Will Undercut Stability
Key Takeaways Evolving consumer preferences and growing regulatory pressures threaten demand, margins, and profitability for Grupo Herdez's processed and packaged foods. Heavy reliance on the Mexican market, input cost volatility, and increased competition could constrain growth and weaken future earnings.
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Mex$55.00
FV
1.8% undervalued
intrinsic discount
1.76%
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
14 days ago
author updated this narrative
TotalEnergies
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Accelerating Energy Policies Will Undermine Fossil Revenues
Key Takeaways Persistent regulatory and market shifts toward renewables threaten long-term oil and gas revenues, raising risks of stranded assets and costly write-downs. High capital spending on renewables and rising legal and competitive pressures may constrain cash flow, erode margins, and increase financial uncertainty.
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€45.53
FV
17.4% overvalued
intrinsic discount
-4.83%
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
14 days ago
author updated this narrative
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