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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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Northern Trust
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Passive Investing And Fee Pressures Will Squeeze Profit Margins
Key Takeaways Margin gains from recent operational efficiencies may not be sustainable due to fee pressure, rising tech costs, and the shift towards passive investing. Expansion into alternatives and digital initiatives faces challenges from competition, regulation, technology disruption, and heavy reliance on global rate and market trends.
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US$117.79
FV
7.0% overvalued
intrinsic discount
-1.61%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
25 days ago
author updated this narrative
New Hope
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Bengalla And Maxwell Growth Will Drive Production Amid Margin Risks
Key Takeaways Strong coal demand and supply constraints boost pricing power, supporting resilient earnings and profitability as New Hope expands low-cost production. Prudent capital management and mine ramp-ups drive free cash flow and enhance shareholder returns, positioning the company for sustained performance.
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AU$4.16
FV
9.2% overvalued
intrinsic discount
2.53%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
34
users have followed this narrative
2 months ago
author updated this narrative
Caleres
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Brick-and-mortar Weakness Will Persist As Digital Transitions Will Offer Hope
Key Takeaways Slow adaptation to digital and e-commerce trends, along with reliance on legacy brands, threatens market share, margins, and long-term profitability. Ongoing supply chain pressures, consumer spending weakness, and rising sustainability demands increase the risk of earnings erosion and reputational damage.
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US$14.00
FV
4.5% overvalued
intrinsic discount
-0.54%
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
2 months ago
author updated this narrative
NTT
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Rising Capital Expenditures And Japan's Aging Market Will Pressure Performance
Key Takeaways Reliance on asset sales and exposure to Japan's demographic decline threaten future profit stability and constrain long-term revenue growth. Rising investment costs, intense competition, and uncertain integration benefits jeopardize margins and sustainable earnings.
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JP¥150.00
FV
8.7% overvalued
intrinsic discount
2.14%
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
2 months ago
author updated this narrative
Synchrony Financial
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Credit Actions And Tariffs Will Squeeze Net Margins
Key Takeaways Decline in purchase volume and credit actions present risks to future earnings and profitability. Rising costs and macroeconomic uncertainties could lead to weaker revenue outlook and margin compression.
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US$42.00
FV
70.2% overvalued
intrinsic discount
22.23%
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
about 1 month ago
author updated this narrative
HighCom
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New CEO, XTclave Rollout And AeroVironment Agreement Will Boost Operations
Key Takeaways The new CEO's focus on strategic growth and efficiency is expected to enhance revenue, earnings, and operational performance. Expansion in production and diversified sales strategies promise increased sales, cost savings, and broader market penetration.
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AU$0.35
FV
27.1% overvalued
intrinsic discount
6.66%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
about 1 month ago
author updated this narrative
Integrum
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Sales Focus And Axor II Will Boost Market Outlook
Key Takeaways Strategic focus on U.S. market growth and marketing optimization is expected to boost revenue and improve net margins. Near-term revenue prioritization and leadership changes aim to enhance market adoption and drive shareholder value.
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SEK 38.33
FV
9.8% overvalued
intrinsic discount
35.92%
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
about 1 month ago
author updated this narrative
iCAD
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
SaaS Transition And AI Partnerships Will Expand Healthcare Reach
Key Takeaways Transition to a SaaS business model and strategic partnerships are expected to enhance financial predictability and drive substantial revenue growth. Global expansion and increased adoption in emerging markets are anticipated to boost ARR and profitability through scalable AI healthcare solutions.
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US$3.38
FV
14.5% overvalued
intrinsic discount
12.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
about 1 month ago
author updated this narrative
Jumia Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Upcountry Expansion And International Sourcing Will Unlock New Markets
Key Takeaways Expanding into underserved regions through differentiated logistics could drive growth and increase revenue without raising fixed costs. Strategic partnerships and cost-efficient operations aim to improve profitability and market penetration, potentially enhancing revenue and customer loyalty.
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US$4.25
FV
82.4% overvalued
intrinsic discount
7.13%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
30
users have followed this narrative
about 1 month ago
author updated this narrative
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