Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
🌎 Global
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Create a narrative
Global Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
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.
View narrative
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.
View narrative
€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.
View narrative
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
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Norwegian Cruise Line Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 21 Analysts
Great Stirrup Cay And Luxury Fleet Will Boost Experiential Travel
Key Takeaways Focused investments in luxury, exclusive destinations, and technology enhance premium pricing, brand loyalty, and onboard revenue while driving operational efficiency. Strong cost discipline and targeted fleet upgrades support margin expansion, financial flexibility, and long-term earnings growth despite competitive pressures.
View narrative
US$29.98
FV
18.9% undervalued
intrinsic discount
9.51%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
4 days ago
author updated this narrative
DoorDash
AN
AnalystHighTarget
Consensus Narrative from 36 Analysts
Urbanization And AI Will Transform Last-Mile Logistics
Key Takeaways Strong international expansion, advanced automation, and new ad revenue streams position DoorDash for outsized growth in margins and revenue, surpassing market expectations. High DashPass engagement and changing consumer habits support durable increases in recurring revenue, order frequency, and lifetime customer value for long-term earnings growth.
View narrative
US$360.00
FV
31.1% undervalued
intrinsic discount
22.06%
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
2 days ago
author updated this narrative
BorgWarner
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Chinese OEM Wins And Electrification Trends Will Drive Automotive Advancement
Key Takeaways Robust EV and hybrid demand, platform wins with major OEMs, and strategic capital allocation strengthen long-term growth and earnings stability. Operational restructuring and battery business consolidation support higher profitability, while increased investment in sustainable mobility enhances competitive positioning.
View narrative
US$42.27
FV
2.0% undervalued
intrinsic discount
4.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
4 days ago
author updated this narrative
Exelixis
AN
AnalystConsensusTarget
Consensus Narrative from 19 Analysts
Expanding Global Oncology Markets Will Broaden Patient Access
Key Takeaways Strong market presence and expanding portfolio in oncology therapeutics drive durable revenue growth and greater diversification, supported by successful product launches and pipeline advancements. Robust financial position and disciplined capital allocation enable ongoing investment in innovation, global expansion, and strategic partnerships for sustained long-term growth.
View narrative
US$44.74
FV
14.4% undervalued
intrinsic discount
11.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
46
users have followed this narrative
4 days ago
author updated this narrative
ATI
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Boeing And Airbus Contracts Will Create Advanced Alloy Opportunities
Key Takeaways Expanded long-term contracts and manufacturing investments secure higher-margin growth and earnings stability across aerospace, defense, and new energy transition sectors. ATI's advanced materials expertise and process improvements drive efficiency, margin expansion, and greater cash flow from a diversified, resilient customer base.
View narrative
US$98.67
FV
26.6% undervalued
intrinsic discount
6.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
4 days ago
author updated this narrative
BWX Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Defense Modernization And Nuclear Energy Demand Will Unlock Future Market Potential
Key Takeaways Strong defense and nuclear energy demand, government contracts, and new technologies are driving recurring revenue growth and earnings stability. Expansion into microreactors, advanced fuels, and services increases high-margin opportunities and positions the company for further market and margin growth.
View narrative
US$181.50
FV
4.4% undervalued
intrinsic discount
11.15%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
42
users have followed this narrative
4 days ago
author updated this narrative
Apollo Hospitals Enterprise
AN
AnalystConsensusTarget
Consensus Narrative from 29 Analysts
700 New Beds And Digital Health Will Reshape Healthcare Delivery
Key Takeaways Strategic expansion into new geographies, digital health growth, and specialty services enhance revenue, diversify risk, and strengthen profitability. Business integration, operational synergies, and improved insurance coverage drive margin gains, earnings stability, and future financial performance.
View narrative
₹8.59k
FV
n/a
intrinsic discount
18.23%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
13
users have followed this narrative
Updated
narrative
Bruker
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Renewed Biopharma Funding And Cost Savings Will Revitalize Markets
Key Takeaways Recovery in biopharma funding and innovation pipeline will drive future growth, while recurring revenue streams improve earnings stability and net margins. Cost reduction programs and secular demand for analytical solutions strengthen profitability, even in a challenging revenue environment.
View narrative
US$46.73
FV
28.3% undervalued
intrinsic discount
3.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
4 days ago
author updated this narrative
Huntington Ingalls Industries
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Rising US Defense Budgets Will Boost Unmanned Maritime Systems Deployment
Key Takeaways Favorable defense policy trends, new tech segment wins, and backlog growth drive strong long-term revenue potential, margin expansion, and cash flow stability. Operational improvements, tech partnerships, and industrial base revitalization enhance efficiency, reduce costs, and support consistent earnings growth.
View narrative
US$284.90
FV
6.5% undervalued
intrinsic discount
5.42%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
40
users have followed this narrative
4 days ago
author updated this narrative
Value any company in seconds
Popular companies