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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
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.
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€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.
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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
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Elanco Animal Health
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Mounting Debt And Patent Risks Will Crush Future Net Margins
Key Takeaways Elevated R&D spending, regulatory pressures, and competition from generics will limit profitability and strain Elanco's margin growth. High debt and changing customer preferences restrict financial flexibility and long-term revenue opportunities, increasing risks to earnings stability.
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US$14.39
FV
24.8% overvalued
intrinsic discount
3.35%
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
1 day ago
author updated this narrative
29Metals
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Costs And Tough ESG Rules Will Burden Copper Mining
Key Takeaways Environmental regulation and ESG trends threaten to inflate operating costs, disrupt projects, and restrict access to funding, adding long-term financial and operational uncertainty. Rising extraction costs, depletion of higher-grade ores, and capital demands may erode margins, increase earnings volatility, and limit potential shareholder returns.
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AU$0.16
FV
72.7% overvalued
intrinsic discount
4.74%
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
1 day ago
author updated this narrative
North American Construction Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Oil Sands And Coal Will Strain Margins Yet Promise Progress
Key Takeaways Heavy reliance on commodities and delayed project starts create near-term revenue unpredictability and risk of underutilized assets. Labor shortages, regulatory hurdles, and rapid investment requirements may compress margins and limit the pace of growth and profitability.
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CA$19.00
FV
10.5% undervalued
intrinsic discount
3.93%
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
1 day ago
author updated this narrative
Elekta
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Pricing Wars And Supply Chain Risks Will Dampen Radiotherapy Outlook
Key Takeaways Shifting healthcare priorities, stronger competition, and regulatory delays are straining Elekta's revenue growth, market share, and product launch timelines. Geopolitical tensions and ongoing price pressure are threatening Elekta's profitability, supply chain reliability, and expansion in critical emerging markets.
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SEK 39.00
FV
23.0% overvalued
intrinsic discount
1.12%
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
1 day ago
author updated this narrative
Consorcio ARA S. A. B. de C. V
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Mexico Housing Slowdown Will Constrain Home Sales But Spur Adaptation
Key Takeaways Weaker long-term demand, affordability pressures, and demographic shifts threaten Consorcio ARA's revenue growth and demand for traditional single-family units. Rising costs and reliance on affordable segments expose the company to margin compression and increased risk amid volatile macroeconomic and mortgage conditions.
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Mex$3.75
FV
16.3% undervalued
intrinsic discount
6.38%
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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1 day ago
author updated this narrative
Tokmanni Group Oyj
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Weak In-Store Demand Will Erode Margins Despite Digital Shift
Key Takeaways Growing e-commerce adoption and unfavorable demographic trends are limiting store revenue growth and long-term expansion opportunities for Tokmanni. Rising regulatory, wage, and operational expenses threaten profitability, while continued store expansion risks market saturation and diminishing returns.
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€8.20
FV
10.8% overvalued
intrinsic discount
3.95%
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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1 day ago
author updated this narrative
Hensoldt
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
German Defense Spending Cuts And ESG Hurdles Will Undermine Outlook
Key Takeaways Reliance on sustained European defense spending and complex procurement cycles exposes the company to contract risks and earnings volatility. ESG pressures, heavy innovation costs, and increasing global competition could hinder funding access, limit profitability, and slow international growth.
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€70.00
FV
22.4% overvalued
intrinsic discount
15.29%
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
1 day ago
author updated this narrative
Vale Indonesia
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Decarbonization And Indonesia's Regulation Will Erode Nickel Premiums
Key Takeaways Shifting global battery trends, stringent local regulations, and ESG pressures threaten Vale Indonesia's revenue growth, profit margins, and operational autonomy. Large-scale project risks, high compliance costs, and geopolitical uncertainty jeopardize free cash flow and long-term earnings stability.
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Rp2.90k
FV
27.4% overvalued
intrinsic discount
6.56%
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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1 day ago
author updated this narrative
Borr Drilling
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Regulations Will Restrict Offshore Drilling And Margins May Recover
Key Takeaways Reliance on offshore drilling and specific regional markets exposes Borr Drilling to substantial risks from energy transition, regulatory shifts, and regional policy uncertainty. High leverage and ongoing refinancing needs could undermine earnings and deleveraging if capital access is disrupted or debt costs rise.
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US$2.80
FV
17.5% undervalued
intrinsic discount
-1.24%
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
1 day ago
author updated this narrative
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