Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
Create a narrative
Our community narratives are driven by numbers and valuation.
Create a narrative
Community Investing Ideas
Global Weekly Picks
Novo Nordisk
BA
bactrian
Community Contributor
A Quality Compounder Marked Down on Overblown Fears
Novo Nordisk , a global leader in diabetes and obesity treatments, is trading at a deep discount to both its historical multiples and intrinsic value. The ADR is now priced at $47.05 , reflecting a normalized P/E ratio of just 13.4× , down from a five-year average closer to 25–30×.
View narrative
US$120.72
FV
59.6% undervalued
intrinsic discount
15.71%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
ASML Holding
IN
Investingwilly
Community Contributor
Why Now is the Time to buy ASML
What Does ASML Do? ASML Holding N.V. is a Dutch company and the world’s only supplier of extreme ultraviolet (EUV) lithography machines —a critical technology used to produce the world’s most advanced computer chips.
View narrative
US$1.00k
FV
30.1% undervalued
intrinsic discount
15.17%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
New
narrative
Wyndham Hotels & Resorts
ZW
Zwfis
Community Contributor
Wyndham Continues Global Expansion with 19% Ancillary Revenue Growth
WH is a company that I actually took interest in a couple of months ago when I happened to stay at one of their franchise hotels. I had to leave early in the morning at like 4 and when I went out to the parking lot I was astounded that in the little town I was was absolutely full.
View narrative
US$105.80
FV
20.1% undervalued
intrinsic discount
13.23%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Broadcom
CO
codepoet
Community Contributor
A tech powerhouse quietly powering the world’s AI infrastructure.
1. Dual-Engine Growth: AI Semiconductors + Software Broadcom is no longer just a chipmaker; it’s a full-stack AI and infrastructure provider , blending hardware and software seamlessly.
View narrative
US$225.00
FV
32.3% overvalued
intrinsic discount
5.10%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Uber Technologies
CO
codepoet
Community Contributor
Highlighting its evolution, financial trajectory, strategic vision, and the key risks on the road ahead.
1. Platform Model: Mobility, Delivery & Logistics Uber operates a global two-sided marketplace , connecting riders, couriers, and freight shippers with independent drivers without owning vehicles or inventory.
View narrative
US$84.00
FV
5.3% overvalued
intrinsic discount
5.26%
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
New
narrative
Fortinet
CO
codepoet
Community Contributor
The silent guardian of the internet and one of the most profitable names in cybersecurity.
1. Cybersecurity Is Non-Negotiable Fortinet isn’t optional.
View narrative
US$108.00
FV
8.8% undervalued
intrinsic discount
8.20%
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
META
Meta Platforms
CO
codepoet
Community Contributor
The company that made stalking your ex socially acceptable owns your aunt’s favourite app (Facebook) and your WhatsApp group chats
1. Social Media Monopoly Meta controls the two biggest social media platforms on Earth — and the third is owned by Meta too.
View narrative
US$850.00
FV
8.7% undervalued
intrinsic discount
10.79%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
3
users have followed this narrative
New
narrative
NVIDIA
CO
codepoet
Community Contributor
The company that went from selling GPUs to gamers to becoming the AI arms dealer of the 21st century.
1. The Backbone of the AI Revolution NVIDIA is not just a chipmaker.
View narrative
US$170.00
FV
5.9% overvalued
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
New
narrative
Alphabet
CO
codepoet
Community Contributor
The company that turned a verb into a global necessity and basically runs the modern internet, digital ads, smartphones, maps, and AI.
1. Digital Ad Dominance That Prints Cash Alphabet is the undisputed heavyweight champion of digital advertising — responsible for nearly 30% of global ad spend.
View narrative
US$237.00
FV
17.7% undervalued
intrinsic discount
10.83%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
New
narrative
Microsoft
CO
codepoet
Community Contributor
The tech giant that’s so deeply embedded in modern life, you probably interacted with it before your first cup of coffee today.
1. Business Moat & Market Dominance Microsoft isn’t just “Windows and Word” anymore.
View narrative
US$600.00
FV
10.7% undervalued
intrinsic discount
11.51%
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
Legend Internet
WA
WaneInvestmentHouse
Community Contributor
Legend Internet Plc – Profitability Amid Growth Investments
Legend Internet Plc – Profitability Amid Growth Investments. Legend Internet Plc has demonstrated stable top-line growth and expanding market presence in Nigeria’s digital broadband space.
View narrative
₦7.20
FV
11.1% undervalued
intrinsic discount
0%
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
New
narrative
Consolidated Hallmark Holdings
WA
WaneInvestmentHouse
Community Contributor
Conhall H1/Q2 Result : Resilient Fundamentals Amidst Investment Volatility
Strengths: Significant Asset Growth Total assets grew by 17% to ₦66.74 billion, driven by impressive increases in cash (+118%) and financial assets (+27%), indicating a strengthened balance sheet and liquidity position. Strong Insurance Service Performance The insurance service result rebounded significantly to ₦3.26 billion, reversing the prior year’s loss of ₦9.56 billion—evidence of operational recovery.
View narrative
₦3.40
FV
1.8% overvalued
intrinsic discount
27.51%
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
New
narrative
Value any company in seconds
Popular companies