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
Detection Technology Oyj
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Chinese Market Pressures Will Erode Hardware Margins Despite APAC Rebound
Key Takeaways Intensifying price competition and technology shifts toward software are undermining Detection Technology's margins, pricing power, and prospects for long-term revenue growth. Customer concentration, commoditization, and regulatory challenges expose the company to increased volatility, slower growth, and sustained pressure on profits.
View narrative
€11.00
FV
7.3% undervalued
intrinsic discount
5.43%
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
8 days ago
author updated this narrative
Neogen Chemicals
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Lithium Battery Materials Will Secure Global Reach
Key Takeaways Expansion into lithium-ion battery materials and global supply diversification is driving strong growth opportunities in electric vehicle and renewable energy storage sectors. Strategic partnerships and rising custom manufacturing demand are enhancing technological capabilities, supporting sustainable margins and resilient earnings.
View narrative
₹2.06k
FV
32.1% undervalued
intrinsic discount
50.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
3 days ago
author updated this narrative
TF1
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Falling French Ad Revenue And Rising Costs Will Worsen Outlook
Key Takeaways Heavy reliance on declining French linear TV and limited international reach increase vulnerability to domestic market shifts and regulatory risks. Intensifying competition from global streaming giants and rising content costs threaten profitability, audience growth, and digital transformation success.
View narrative
€7.90
FV
8.4% overvalued
intrinsic discount
1.03%
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
8 days ago
author updated this narrative
Flywire
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Rising Compliance Fees And Blockchain Threats Will Squeeze Margins
Key Takeaways Rising regulatory costs and industry disruption threaten margins as compliance burdens increase and cross-border payment competition intensifies. Shifts in global mobility and rapid tech innovation undermine revenue growth and expose Flywire to ongoing strategic and execution risks.
View narrative
US$12.00
FV
3.1% overvalued
intrinsic discount
12.75%
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
8 days ago
author updated this narrative
Ameresco
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Increasing Demand And Government Incentives Will Drive Energy Expansion
Key Takeaways Rising demand for advanced energy infrastructure and supportive government policies are driving Ameresco's pipeline growth, expanding margins, and improving revenue predictability. Increased recurring contract income, market diversification, and disciplined project selection enhance earnings stability, while investment in new technologies opens higher-margin opportunities.
View narrative
US$25.78
FV
16.9% undervalued
intrinsic discount
9.05%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
4 days ago
author updated this narrative
Iochpe-Maxion
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
EV Transition And Rising Costs Will Pressure Legacy Markets
Key Takeaways Shifts to electric vehicles, new materials, and stricter regulations threaten Iochpe-Maxion's traditional markets, compressing margins and increasing operational costs. Overcapacity, customer concentration, and rising input cost volatility intensify risks to revenue stability and profitability.
View narrative
R$13.70
FV
3.4% overvalued
intrinsic discount
3.51%
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
8 days ago
author updated this narrative
Catena
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Speculative Swedish Logistics Oversupply Will Undermine Future Yields
Key Takeaways Oversupply in Sweden's logistics market and soft tenant demand threaten Catena's occupancy, rental growth, and revenue stability. Rising leverage, tenant concentration risk, and heightened compliance costs are likely to compress margins and future earnings.
View narrative
SEK 405.00
FV
10.0% overvalued
intrinsic discount
9.09%
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
8 days ago
author updated this narrative
Harbour Energy
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Falling Oil Demand And UK Taxes Will Undermine Prospects
Key Takeaways Harbour faces substantial long-term risks from the global transition to renewables, aggressive decarbonization targets, and shifting regulatory landscapes. Heavy reliance on aging, declining North Sea assets, plus talent and operational challenges, threaten sustained profitability and margin resilience.
View narrative
UK£1.99
FV
14.8% overvalued
intrinsic discount
-13.66%
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
8 days ago
author updated this narrative
Unity Software
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
AI Developments And Partnerships With Tencent Will Expand Markets
Key Takeaways Rapid innovation in AI-driven products and growing subscription business are driving sustained revenue growth, improved margins, and increased earnings stability. Expanding partnerships and broadening adoption across industries are diversifying revenue streams and strengthening Unity's long-term market position and competitive advantage.
View narrative
US$31.67
FV
20.0% overvalued
intrinsic discount
9.29%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
59
users have followed this narrative
10 days ago
author updated this narrative
Value any company in seconds
Popular companies