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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.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
3
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New
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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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Norwegian Cruise Line Holdings
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Tighter Environmental Rules And Heavy Debt Will Squeeze Margins
Key Takeaways Escalating environmental regulations and social pressures threaten profitability through higher costs, weakened demand, and restricted access to high-value routes. Persistent debt and generational shifts limit reinvestment, dampen earnings, and restrict future customer base growth.
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US$23.00
FV
3.2% overvalued
intrinsic discount
8.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
3 days ago
author updated this narrative
Allison Transmission Holdings
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Deteriorating ICE Market Will Restrain Future Outlook With Limited Relief
Key Takeaways Heavy reliance on internal combustion transmissions and slow electrification expose the company to declining revenue and heightened competitive threats amid industry shifts. High customer concentration and recent debt-financed acquisitions add financial risk and earnings volatility, especially as demand for legacy products potentially erodes.
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US$84.00
FV
5.1% overvalued
intrinsic discount
2.10%
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
3 days ago
author updated this narrative
Bath & Body Works
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Netflix Partnership And Everyday Luxuries Will Expand Global Reach
Key Takeaways Strategic partnerships and product diversification are enhancing customer engagement and attracting a younger, diverse demographic, driving revenue growth. Cost-saving initiatives and international expansion plans are improving margins and boosting revenue, supported by a strategic shift to off-mall store locations.
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US$30.00
FV
6.8% undervalued
intrinsic discount
2.24%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
3 days ago
author updated this narrative
Lithia Motors
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Legacy Dealership Model Will Suffer Amid EV Trends Yet Recover
Key Takeaways Direct-to-consumer models and digital competition threaten Lithia's traditional dealership revenues and long-term profit stability. Industry shifts toward electrification and regulatory changes expose vulnerabilities in Lithia's legacy franchise model and earnings consistency.
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US$310.00
FV
5.6% undervalued
intrinsic discount
1.55%
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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3 days ago
author updated this narrative
FMC
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Agrochemical Bans And Shifting Trends Will Erode Market Viability
Key Takeaways Regulatory bans and shifts to organic farming are shrinking demand and challenging FMC's conventional crop protection business, intensifying margin and growth pressures. Limited R&D spending and reliance on aging specialty products expose FMC to competitive, patent, and innovation risks, threatening future earnings and market position.
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US$37.00
FV
5.1% undervalued
intrinsic discount
2.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
MKS
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Tariff Hikes And Integration Woes Will Erode Semiconductor Margins
Key Takeaways Rising trade barriers and geopolitical instability are disrupting global supply chains, eroding margins, and limiting future earnings and cash flow potential. Customer localization, integration issues, and in-house equipment development threaten MKS's market share, long-term revenue growth, and margin sustainability.
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US$92.09
FV
6.6% overvalued
intrinsic discount
4.76%
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
3 days ago
author updated this narrative
Crocs
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Environmental Costs Will Squeeze Margins Despite China And India
Key Takeaways Vulnerability to regulatory pressures, shifting consumer preferences, and lack of product diversification threatens Crocs' pricing power, relevance, and revenue stability. Intensifying competition, commoditization, and supply chain risks could compress margins and further undermine Crocs' profitability and earnings predictability.
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US$67.00
FV
14.3% overvalued
intrinsic discount
-0.91%
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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3 days ago
author updated this narrative
Abercrombie & Fitch
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
We Foresee 2025 Expansion With Hollister Will Bring Mixed Outcomes
Key Takeaways Expanding store experiences and global growth focus could drive revenue and boost brand visibility in key international markets. Strategic pricing and efficient inventory management aim to maintain strong margins and shareholder value, signaling confidence in financial health.
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US$84.00
FV
19.2% overvalued
intrinsic discount
3.05%
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
3 days ago
author updated this narrative
Antero Resources
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Decarbonization And ESG Limits Will Squeeze US Gas Margins
Key Takeaways Long-term demand and pricing for natural gas and NGLs are at risk due to decarbonization, renewables adoption, and market volatility, impacting revenue and earnings stability. Increasing regulatory, ESG, and regional pressures could raise costs, restrict production, and constrain future growth and profitability.
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US$31.07
FV
4.3% overvalued
intrinsic discount
3.39%
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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3 days ago
author updated this narrative
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