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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
users have liked this narrative
0
users have commented on this narrative
11
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
25.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
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
users have followed this narrative
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Cenovus Energy
WA
WaneInvestmentHouse
Community Contributor
Cenovus Delivers Solid Q2 2025 Results
Q2 2025 Financial & Operational Highlights Financial Performance Cash from operating activities: $2.37B (up from $1.31B in Q1; down from $2.81B in Q2 2024) Adjusted funds flow (AFF): $1.52B (down from $2.21B in Q1; down from $2.36B in Q2 2024) Free funds flow (FFF): $355M (down from $983M in Q1; down from $1.21B in Q2 2024) Net earnings: $851M ($0.45/share), down slightly from Q1 ($859M) Capital investment: $1.16B (steady YoY) Net debt: $4.93B (down from $5.08B in Q1) Return to shareholders: $819M $301M share buybacks $368M dividends $150M preferred share redemption Revenue & Margins Total revenue: $12.3B (down from $13.3B in Q1) Operating margin: $2.1B (down from $2.8B in Q1) Upstream margin: $2.1B (down from $3.0B in Q1) Downstream margin shortfall: ($71M) (improved from Q1 shortfall of $237M) Production & Throughput Upstream production: 765,900 BOE/d (down from 818,900 in Q1) Christina Lake: 217,900 bbls/d (↓ wildfire disruption) Foster Creek: 186,100 bbls/d (↓ planned maintenance) Sunrise: 50,300 bbls/d (↓ maintenance) Lloydminster thermal: 97,800 bbls/d (↓ outage at Rush Lake) Downstream crude throughput: 665,800 bbls/d (steady; utilization 92% ) Canadian refining: 112,400 bbls/d (104% utilization) U.S. refining: 553,400 bbls/d (90% utilization) Key Growth & Project Updates Narrows Lake: Achieved first oil (July), ramping to 20–30K bbls/d by year-end. Foster Creek optimization: 87% complete; 4 new boilers adding 80K bbls/d steam capacity.
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US$12.51
FV
15.9% overvalued
intrinsic discount
-0.73%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
14
users have commented on this narrative
16
users have followed this narrative
7 days ago
author updated this narrative
GSL
Global Ship Lease
WA
WaneInvestmentHouse
Community Contributor
GSL Q2 Result: Well-Covered Contracted Revenue and Ultra-Low Valuation Support Attractive Total Return Case
GSL has delivered strong H1 2025 financial results, underpinned by robust topline growth (+9.7% in Q2, +8% in H1), consistently high fleet utilization (~95–97%), and forward contracted revenue coverage of 96% for 2025 and 80% for 2026. The company maintains a fortress balance sheet, with net leverage below 1×, investment-grade credit ratings, and disciplined capital allocation through dividends and opportunistic buybacks.
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US$22.06
FV
36.5% overvalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
2
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Amazon.com
KI
KiwiInvest
Community Contributor
Amazon's high growth, high tech segments propel its profits, while traditional segments plod along
Amazon is a company of two sides - A high tech, high margin side, comprising its AWS, Advertising and subscription services segments; and its more traditionally known low margin, high volume stores and third-party seller segments. These two sides form a cohesive whole.
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US$227.14
FV
2.6% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
1
users have commented on this narrative
24
users have followed this narrative
about 2 months ago
author updated this narrative
IREN
KA
kapirey
Community Contributor
IREN will transform from bitcoin miner to leader in AI infrastructure
Key Highlights Financial Performance (Q3 FY25) Record Revenue : $148.1 million Record Adjusted EBITDA : $83.3 million Record EBITDA : $82.7 million Profit After Tax : $24.2 million Avg. Operating Hashrate : 29.4 EH/s Strong Margins : All-in cash cost per BTC mined at $41k vs.
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US$21.48
FV
16.3% undervalued
intrinsic discount
49.99%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
1
users have commented on this narrative
38
users have followed this narrative
17 days ago
author updated this narrative
Zenith Bank
WA
WaneInvestmentHouse
Community Contributor
Zenith Bank Delivers Solid Q1 2025 Earnings on Higher Interest Income and Cost Efficiency
Zenith Bank Plc reported a robust 21% year-on-year growth in profit after tax to ₦311.83 billion in Q1 2025, reflecting a resilient financial performance driven by the high-interest rate environment and disciplined cost management. The bank’s gross earnings surged 22% to ₦950 billion , up from ₦781 billion in Q1 2024, marking continued momentum in core banking operations.
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₦61.81
FV
19.7% overvalued
intrinsic discount
15.64%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
2
users have commented on this narrative
3
users have followed this narrative
7 days ago
author updated this narrative
United Bank for Africa
WA
WaneInvestmentHouse
Community Contributor
UBA Delivers Solid Q1 2025 Results Amid Rising Costs—Strong Core, Strategic Rebalancing
United Bank for Africa (UBA) kicked off 2025 with a 30.65% jump in pre-tax profit to ₦204.27 billion and a 33.15% rise in net profit to ₦189.84 billion , underlining the strength of its core banking operations and resilient income streams despite intensifying cost pressures. Key Highlights (Q1 2025 vs.
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₦50.62
FV
3.7% undervalued
intrinsic discount
15.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
4
users have commented on this narrative
7
users have followed this narrative
7 days ago
author updated this narrative
Microsoft
AN
andre_santos
Community Contributor
From Legacy to Cloud: A Valuation of Microsoft’s Evolving Business Model
☁️ Business Overview Founded in 1975, Microsoft began as a personal computing software pioneer but has since undergone a profound transformation. Once defined by Windows and Office , the company has strategically reinvented itself through bold investments in cloud computing, AI infrastructure, and platform ecosystems like GitHub and LinkedIn. Today, Microsoft’s core growth engine is Azure , its cloud platform, which—alongside enterprise SaaS products like Office 365 and Dynamics —is driving both scalability and profitability.
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US$494.83
FV
5.4% overvalued
intrinsic discount
11.22%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
11 days ago
author updated this narrative
Cadbury Nigeria
WA
WaneInvestmentHouse
Community Contributor
Cadbury Nigeria Plc Q2/H1 Result– Impressive Financial Turnaround Driven by Strong Operational Efficiency
Cadbury Nigeria Plc has delivered a compelling turnaround in its H1 2025 performance, shifting from a loss position in 2024 to significant profitability, supported by sharp revenue growth, improved cost efficiency, and stronger operating leverage. While the earnings rebound is impressive, balance sheet concerns, especially around borrowings and cash erosion, suggest a need for cautious optimism.
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₦56.34
FV
11.4% overvalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
6
users have commented on this narrative
2
users have followed this narrative
12 days ago
author updated this narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174.00
FV
39.2% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
4
users have commented on this narrative
19
users have followed this narrative
11 days ago
author updated this narrative
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