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
Nexans
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Electrification And Renewables Will Shape Future Infrastructure
Key Takeaways Strategic focus on electrification and high-value grid solutions, supported by infrastructure investments and digitalization trends, drives long-term growth and margin improvement opportunities. Robust financial position and innovation in AI and sustainable cables enhance operational efficiency, enabling flexible investment and supporting future earnings expansion.
View narrative
€125.79
FV
10.2% overvalued
intrinsic discount
-5.15%
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
13 days ago
author updated this narrative
Fortis Healthcare
AN
AnalystConsensusTarget
Consensus Narrative from 15 Analysts
Expanding Capacity And Specialty Care Will Transform India's Healthcare Landscape
Key Takeaways Capacity expansion and strategic regional dominance leverage demographic shifts, driving long-term revenue growth and improved asset utilization. Prioritization of high-margin specialties, digital health investments, and medical tourism boosts operating margins and enhances recurring revenue streams.
View narrative
₹981.20
FV
5.0% undervalued
intrinsic discount
16.62%
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
SES AI
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Geopolitical Tensions And Acquisition Setbacks Will Weaken Outlook
Key Takeaways Geopolitical and supply chain risks, alongside tougher ESG regulations, threaten to push costs higher, cut revenue growth, and jeopardize critical customer contracts. Integration challenges from acquisitions and slow adoption of new platforms could lead to weaker margins, income drains, and stagnant recurring revenue.
View narrative
US$1.00
FV
8.0% overvalued
intrinsic discount
124.19%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
New
narrative
Kaltura
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Data Privacy Costs And Open-Source Shifts Will Constrain Outlook
Key Takeaways Increasing regulatory and competitive pressures, along with industry consolidation, threaten Kaltura's differentiation, pricing power, and ability to sustain revenue growth. Reliance on the education and media sectors, combined with risk of technological obsolescence, leaves Kaltura vulnerable to market downturns and declining long-term relevance.
View narrative
US$1.50
FV
2.0% undervalued
intrinsic discount
2.82%
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
New
narrative
Zevia PBC
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Heightened Skepticism Will Erode Beverage Pricing Though Retail Gains Persist
Key Takeaways Rising consumer skepticism of sweeteners and the shift toward functional beverages threaten Zevia's brand relevance and future sales growth. Reliance on major retailers, high expenses, and potential consumer trade-down behavior expose Zevia to margin pressure and uncertain profitability.
View narrative
US$2.50
FV
16.4% overvalued
intrinsic discount
6.20%
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
New
narrative
BlackSky Technology
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Regulatory Risks And Capital Burn Will Hinder Prospects
Key Takeaways Stricter regulations and rising compliance costs threaten international growth, revenue stability, and long-term profitability amid growing surveillance and data privacy concerns. Intense competition, costly satellite projects, and reliance on emerging AI heighten risks of margin compression, accelerated cash burn, and product obsolescence.
View narrative
US$17.00
FV
6.9% overvalued
intrinsic discount
26.81%
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
New
narrative
WideOpenWest
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Contracting Broadband And Debt Will Constrain Performance Yet Spur Upturn
Key Takeaways Accelerating competition from alternative broadband providers, high leverage, and a shrinking subscriber base pose risks to revenue growth and long-term profitability. Operational efficiencies offset some challenges, but slow fiber upgrades and pressure on margins threaten reinvestment capacity and market retention.
View narrative
US$4.80
FV
5.6% overvalued
intrinsic discount
-4.90%
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
New
narrative
Oatly Group
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Cost And Backlash Pressures Will Limit Oat Beverage Expansion
Key Takeaways Demand for Oatly's products may suffer from consumer backlash against processed foods, inflation-driven spending cuts, and weak differentiation amid intensifying competition. Ongoing cost challenges, weak profitability, and global regulatory risks threaten Oatly's long-term growth, pricing power, and ability to expand internationally.
View narrative
US$10.20
FV
71.1% overvalued
intrinsic discount
4.34%
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
New
narrative
CVRx
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Reimbursement Cuts Will Hinder Prospects Even As Device Uptake Persists
Key Takeaways Reimbursement cuts, economic headwinds, and slow adoption are set to limit revenue growth and keep the company unprofitable for an extended period. Narrow product indications and rising competition from alternative technologies threaten market share and further constrain long-term growth potential.
View narrative
US$7.00
FV
0.4% overvalued
intrinsic discount
13.48%
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
New
narrative
Value any company in seconds
Popular companies