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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
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0
users have commented on this narrative
11
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New
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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.
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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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Vestis
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Automation And Remote Work Will Erode US Commercial Services Demand And Raise Operating Risks
Key Takeaways Automation, remote work trends, and internal execution issues are driving structural challenges that threaten long-term revenue, customer retention, and earnings consistency. Increased regulatory costs and capital constraints limit flexibility, elevating risk if anticipated margin and growth improvements fail to occur.
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US$5.00
FV
11.2% undervalued
intrinsic discount
1.18%
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
20 days ago
author updated this narrative
DLocal
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Global Regulatory Pressures Will Hinder Digital Payment Expansion
Key Takeaways Regulatory pressures and global trade fragmentation threaten expansion, curtailing margins and long-term growth, while rising operational complexity increases compliance and technology costs. Heavy dependence on major merchants and growing competition in payment processing heighten risks of revenue instability, shrinking fees, and sustained margin erosion.
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US$9.00
FV
18.3% overvalued
intrinsic discount
27.19%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
20 days ago
author updated this narrative
VEON
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Ukraine And Digital Challenges Will Undermine Stability Yet Spark Recovery
Key Takeaways Exposure to unstable markets and rising competition from digital-first entrants threaten revenue consistency, margins, and VEON's ability to secure future share in fintech and digital services. Currency volatility, inflation, and asset-light local structures increase operational risk, potentially weakening earnings, limiting investment flexibility, and compressing long-term profitability.
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US$60.00
FV
5.9% undervalued
intrinsic discount
4.83%
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
20 days ago
author updated this narrative
Cheesecake Factory
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Rising Labor Costs And Competition Will Weaken Long Term Outlook
Key Takeaways Shifting consumer preferences, labor cost pressures, and declining mall traffic threaten both sales growth and operating margins. Supply chain disruptions and intense industry competition are expected to further compress margins and erode market share.
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US$45.08
FV
36.6% overvalued
intrinsic discount
6.09%
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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20 days ago
author updated this narrative
Silicon Motion Technology
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Geopolitical Trade Restrictions And Vertical Integration Will Erode Margins
Key Takeaways Geopolitical instability and industry consolidation threaten market access, supply chains, and customer base, increasing costs and pressuring revenue growth and margins. Rising development expenses, pricing pressures, and dependence on slow-growing end-markets limit profitability and expose the company to long-term margin erosion.
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US$65.00
FV
15.4% overvalued
intrinsic discount
9.94%
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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20 days ago
author updated this narrative
Teradata
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
AWS And Azure Will Render Legacy Solutions Obsolete
Key Takeaways Rapid enterprise migration to integrated cloud platforms and open-source tools threatens Teradata's market share, revenue stability, and long-term growth prospects. Ongoing price competition and a legacy reputation hinder Teradata's cloud transformation, driving margin erosion and increasing customer churn risk.
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US$21.00
FV
4.0% undervalued
intrinsic discount
-1.98%
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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20 days ago
author updated this narrative
Sprinklr
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Regulations And Concentration Risks Will Undermine Performance
Key Takeaways Increasing data privacy regulations and social media platform restrictions threaten core platform value, risking higher customer churn and constrained long-term revenue growth. Overreliance on a few large customers, intensifying pricing pressure, and compliance demands heighten volatility and limit profit margin expansion.
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US$7.00
FV
12.9% overvalued
intrinsic discount
3.20%
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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20 days ago
author updated this narrative
Spectrum Brands Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
China Tariffs Will Drain Margins But Yield Long-Term Recovery
Key Takeaways Supply chain diversification and innovation initiatives may boost long-term stability, but near-term margin pressure and heightened compliance costs pose risks. Greater focus on core brands and digital channels could drive growth, though slower population gains and fierce competition may cap premium sales and market share.
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US$60.00
FV
6.8% undervalued
intrinsic discount
-3.74%
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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20 days ago
author updated this narrative
UPL
AN
AnalystHighTarget
Consensus Narrative from 21 Analysts
OpenAg And Digital Farming Will Reshape Global Agriculture
Key Takeaways Rapid adoption of sustainable products and digital platforms is poised to structurally boost margins and outpace competitors in long-term earnings growth. Lower working capital needs and strategic deleveraging free up cash, reducing financial risk and supporting high-return investments and EPS growth.
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₹911.93
FV
24.4% undervalued
intrinsic discount
8.53%
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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20 days ago
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