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
Bank Negara Indonesia (Persero)
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Digital Challengers And Strict ESG Rules Will Weaken Banking Stability
Key Takeaways The rise of fintech competition and digital banking threatens BNI's customer base, revenue growth, and ability to attract younger, tech-savvy clients. Regulatory burdens, tightening margins, and macroeconomic risks may increase costs, slow loan growth, and jeopardize long-term profits and asset quality.
View narrative
Rp3.82k
FV
14.3% overvalued
intrinsic discount
14.66%
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
1 day ago
author updated this narrative
Dr. Reddy's Laboratories
AN
AnalystLowTarget
Consensus Narrative from 39 Analysts
Intensifying Pricing Pressures And Regulatory Crackdowns Will Erode Future Profitability
Key Takeaways Heightened regulatory scrutiny, price erosion, and increasing competition threaten margins, profitability, and stable sales growth. Limited pipeline in biologics and dependence on select generics expose the company to competitive and market-entry risks.
View narrative
₹990.00
FV
27.2% overvalued
intrinsic discount
2.25%
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
1 day ago
author updated this narrative
Norsk Hydro
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Circular Economy Shift Will Crush Primary Aluminum Markets
Key Takeaways The global pivot toward recycling, geopolitical pressures, and technological breakthroughs in alternatives threaten demand, margins, and growth in Hydro's core aluminum business. Hydro's dependence on hydropower and large decarbonization investments expose it to climate risks, cost overruns, and potential operational and financial instability.
View narrative
NOK 46.60
FV
41.0% overvalued
intrinsic discount
-3.57%
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
1 day ago
author updated this narrative
Rentokil Initial
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Costs And Risks Will Hamper Pest Control Prospects
Key Takeaways Regulatory pressures and environmental concerns are raising costs and reducing the effectiveness of traditional services, squeezing margins and operational flexibility. Shifts in workplace trends, digital disruption, and acquisition integration struggles threaten recurring revenues, profitability, and the success of recent expansion.
View narrative
UK£3.13
FV
16.5% overvalued
intrinsic discount
0.062%
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
1 day ago
author updated this narrative
Rakuten Group
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Mounting Debt And Regulatory Pressure Will Hamper Future Prospects
Key Takeaways Heavy investment and high debt amplify financial risk, exposing the group to interest rate swings and further earnings strain as profitability in mobile remains elusive. Mounting regulatory scrutiny and fierce competition from global tech giants threaten revenue growth, operational flexibility, and the ability to expand ecosystem-driven synergies.
View narrative
JP¥607.44
FV
41.9% overvalued
intrinsic discount
4.56%
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
1 day ago
author updated this narrative
Knorr-Bremse
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
EV Shift And Supply Chain Woes Will Threaten Rail Demand
Key Takeaways Shifting transport trends, increased competition, and supply chain disruptions are raising costs and threatening Knorr-Bremse's long-term revenue growth and profitability. Heavy reliance on key customers and regulatory-driven R&D spending expose the company to heightened earnings volatility and risk of weakened market positioning.
View narrative
€66.82
FV
35.4% overvalued
intrinsic discount
3.66%
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
1 day ago
author updated this narrative
EcoPro BM
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts
Resource Nationalism And Battery Shifts Will Dim Future Prospects
Key Takeaways Rising raw material costs, shifting battery technologies, and underutilized expansion plans threaten long-term margins and revenue growth. Increased ESG compliance and customer concentration expose the company to higher costs and greater revenue volatility.
View narrative
₩60.00k
FV
131.3% overvalued
intrinsic discount
21.01%
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
1 day ago
author updated this narrative
CG Power and Industrial Solutions
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Legacy Costs And Trade Barriers Will Impede Grid Modernization
Key Takeaways Rising R&D and compliance costs, plus legacy governance issues, threaten margins and limit necessary expansion or investment for future growth. Heavy reliance on traditional hardware exposes the company to digital disruption and shrinking market share from decentralized energy trends.
View narrative
₹556.00
FV
19.8% overvalued
intrinsic discount
19.18%
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
1 day ago
author updated this narrative
OMV
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Decarbonization Policies Will Erode Oil And Gas Margins
Key Takeaways Shifting policy, technological, and market trends threaten OMV's oil and gas dominance, compressing margins and undermining revenue predictability. Stricter regulations, ESG scrutiny, and political risks drive up compliance demands, capital costs, and future cash flow volatility.
View narrative
€40.00
FV
19.5% overvalued
intrinsic discount
-4.28%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies