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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
0
users have commented on this narrative
31
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
24.3% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
12
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
4.0% 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
14
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Amazon.com
KR
Krishpaal
Community Contributor
Amazon.com will see revenue grow by 5% with a 9.3% boost in profit margin
Yes
View narrative
US$197.06
FV
14.0% overvalued
intrinsic discount
8.90%
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
about 2 months ago
author updated this narrative
DXN Holdings Bhd
KR
Krishpaal
Community Contributor
Unraveling DXN Holdings' Path to a Promising 0.42 Fair Value
Yes
View narrative
RM 0.61
FV
17.2% undervalued
intrinsic discount
11.90%
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
about 2 months ago
author updated this narrative
Siemens
CH
Chris1
Community Contributor
Siemens will see steady growth with a revenue boost of 5% annually
Over the next five fiscal years Siemens should compound steadily. The company’s Financial Framework targets 5 – 7 % comparable revenue growth per year; using the 5 % midpoint, sales rise from €75.9 bn in FY-2024 to c.
View narrative
€208.46
FV
10.5% overvalued
intrinsic discount
5.00%
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
3 months ago
author updated this narrative
Workday
CH
Chester
Community Contributor
Medium term lower revenue growth implies falling expectations and thus lower future PE acceptance.
This narrative is brief and simply stands on the shoulders of the recent aggregate analysts review (Dec 2024). Put simply, if revenue grows at <15% pa and margins fall to <20% average over next 3 years, that implies a pretty consistent growth rate that contradicts the high PE ratio for this stock.
View narrative
US$253.14
FV
11.9% undervalued
intrinsic discount
15.00%
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
7 months ago
author updated this narrative
Discovery Silver
RO
RockeTeller
Community Contributor
If silver reaches $75/oz
--- Discovery Silver: Stock Price Estimate at $75 Silver (2027) Step 1: Revenue Estimation for 2027 Projected Production: 33M oz AgEq. Silver Price: $75/oz. Revenue: 33,000,000 × 75 = $2,475,000,000 USD.
View narrative
CA$102.30
FV
96.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
9
users have followed this narrative
8 months ago
author updated this narrative
Guanajuato Silver
RO
RockeTeller
Community Contributor
If silver reaches $100 per oz
Here’s a simplified, copy-friendly version: --- Guanajuato Silver: Stock Price Estimate at $100 Silver Step 1: Production and Revenue - Projected Production: 6M oz AgEq annually. - Silver Price: $100/oz.
View narrative
CA$46.80
FV
99.4% undervalued
intrinsic discount
250.59%
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
8 months ago
author updated this narrative
American Airlines Group
PI
PittTheYounger
Community Contributor
American Airlines is the ugly duckling in the US airlines industry
There's a single reason why American is the least attractive of US legacy carriers (in terms of investing, anyway): its balance sheet. If most airlines and certainly those in the US are loaded up to the hilt with debt, American goes so far as to boast negative equity - any startup would go belly-up with a balance sheet such as this one.
View narrative
US$7.23
FV
81.3% overvalued
intrinsic discount
2.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
3
users have commented on this narrative
6
users have followed this narrative
4 months ago
author updated this narrative
SES AI
DV
DValue
Community Contributor
Revenue growth of 63% spurs growth, runway through 2028
Highlights Reported $2.0 million in fourth quarter revenue; an accelerated revenue ramp is expected in 2025 Deepened partnerships with existing automotive OEMs with commercialization of AI for Science to develop new electrolyte materials for both Li-Metal and Li-ion batteries All in on AI strategy powered battery material discovery to an entirely new AI-enhanced 2170 cylindrical cell for emerging humanoid robotics applications and entry into Li-ion battery applications in EV Commercialization of AI for Safety led to the signing of an MOU to provide up to 100 MWh advanced Battery Energy Storage System (“BESS”) solution FY 2024 cash usage in operations and Capex was $78.3M, below previous guidance of $80M to $95M FY 2025 revenue projected to be in a range of $15M to $25M
View narrative
US$1.44
FV
25.7% undervalued
intrinsic discount
185.47%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
5 months ago
author updated this narrative
Bitcoin Group
MA
Marco_iltedesco
Community Contributor
Bitcoin Group SE: Undervalued Based on Crypto Asset Holdings
Based on current cryptocurrency holdings, Bitcoin Group SE appears significantly undervalued. As of today, the company's crypto-assets include approximately 3,830 BTC and 10,263 ETH.
View narrative
€75.00
FV
42.7% undervalued
intrinsic discount
28.21%
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
3 months ago
author updated this narrative
Value any company in seconds
Popular companies