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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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Destination XL Group
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Margins And Traffic Will Limit Sales But Ecommerce Will Rise
Key Takeaways Reliance on brick-and-mortar stores and exposure to discount-driven competitors threatens margin stability and limits the effectiveness of digital and private label initiatives. Evolving consumer health trends and increased adoption of weight-loss solutions could shrink the core customer base, challenging long-term growth prospects.
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US$1.30
FV
6.2% undervalued
intrinsic discount
3.92%
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
Travelzoo
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Eco Concerns And Digital Competition Will Shrink Travel Demand Yet Reveal Hidden Promise
Key Takeaways Increasing environmental consciousness and direct-to-consumer trends threaten long-term growth and relevance in a competitive travel industry. Dependence on legacy marketing amid rising digital ad costs and limited global presence constrains margin and revenue expansion opportunities.
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US$17.00
FV
43.0% undervalued
intrinsic discount
8.70%
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
eGain
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Tightening Data Privacy And Tech Consolidation Will Erode Margins
Key Takeaways Intensifying regulatory, competitive, and geopolitical pressures threaten eGain's differentiation, pricing power, and ability to expand or retain revenue streams. Reliance on a concentrated client base and struggle to secure large contracts expose it to unpredictable earnings and ongoing margin compression.
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US$6.00
FV
7.0% undervalued
intrinsic discount
7.30%
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
Perfect
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Regulatory And Economic Risks Will Impede Progress Though Hope Emerges
Key Takeaways Rising regulatory compliance and data privacy challenges, along with changing consumer spending, threaten user engagement and long-term revenue growth. Heavy reliance on innovation and key beauty clients creates risks to profitability and revenue stability in an increasingly competitive, commoditized market.
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US$3.17
FV
41.6% undervalued
intrinsic discount
13.36%
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
Brilliant Earth Group
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Eroding Margins And Regulatory Burdens Will Weaken Future Performance
Key Takeaways Shifting consumer preferences and intensified price competition threaten revenue growth and profitability, as demand for traditional jewelry and margins face mounting pressure. Rising operational complexities from compliance demands and expansion risks could squeeze margins further, with uncertain gains from showroom and digital channel strategies.
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US$1.50
FV
16.0% overvalued
intrinsic discount
2.39%
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
biote
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Regulatory Risks Will Limit Hormone Therapy But Telemedicine Will Help
Key Takeaways Heavy dependence on hormone therapy heightens risk from market shifts, regulatory scrutiny, and clinic retention challenges, potentially limiting consistent revenue and margin growth. Gains from industry trends and operational restructuring face headwinds from legal, reputational, and onboarding concerns, which could constrain long-term financial performance.
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US$4.00
FV
29.5% undervalued
intrinsic discount
1.92%
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
Alliance Entertainment Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Falling Physical Sales Will Squeeze Margins Yet Collectibles Will Uplift
Key Takeaways Rising demand for collectibles provides short-term gains, but accelerating digital adoption threatens long-term revenue and margin stability for traditional categories. Heavy dependence on major retail clients and physical distribution exposes the company to volatility and risk if industry shifts or client strategies change quickly.
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US$6.00
FV
11.2% undervalued
intrinsic discount
0.95%
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
L.B. Foster
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Rail And Funding Risks Will Compress Margins Yet Elevate Tech
Key Takeaways Heavy dependence on government infrastructure funding and cyclical, low-margin operations introduces ongoing risk to revenue predictability and sustainable margin growth. Limited scale, R&D underinvestment, and slower global expansion may restrict competitiveness as the market shifts toward higher-tech, smart infrastructure solutions.
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US$25.00
FV
11.0% undervalued
intrinsic discount
5.97%
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
Seanergy Maritime Holdings
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Aging Capesize Fleet Will Strain Margins But Hint At Recovery
Key Takeaways Tightening environmental regulations and fleet renewal needs could drive up capital expenditures and compliance costs, pressuring margins and long-term profitability. A concentrated and aging Capesize fleet exposes earnings to volatility and competitive threats, despite operational improvements and proactive chartering strategies.
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US$9.00
FV
19.0% undervalued
intrinsic discount
2.56%
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
3 days ago
author updated this narrative
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