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
2
users have commented on this narrative
41
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
5
users have liked this narrative
0
users have commented on this narrative
15
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
16
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Gentera. de
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Digital Initiatives And New CEO At Banco Compartamos Will Improve Future Efficiency
Key Takeaways Gentera's digital strategy and leadership changes aim to boost customer growth and earnings through improved operations and customer experience. Expansion in underbanked markets and new product offerings are expected to open revenue streams and enhance market share.
View narrative
Mex$44.36
FV
2.0% undervalued
intrinsic discount
16.85%
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
2 days ago
author updated this narrative
Impala Platinum Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Smelter And Refinery Upgrades Will Expand Platinum Production Capacity By 20%
Key Takeaways Sustained demand for platinum from the hydrogen economy could lead to revenue growth and future deficits. Strategic changes and cost management could enhance margins, profitability, and cash flow through increased capacity and operational improvements.
View narrative
R152.50
FV
9.8% overvalued
intrinsic discount
12.81%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
26
users have followed this narrative
12 days ago
author updated this narrative
Anadolu Efes Biracilik ve Malt Sanayii Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Global Regulations And Supply Shocks Will Squeeze Margins
Key Takeaways Greater regulation, health trends, and extreme weather are pressuring margins, restricting sales growth, and challenging operational stability. Overreliance on core geographies and intensifying competition are heightening risks and undermining revenue and profitability.
View narrative
₺16.00
FV
8.1% overvalued
intrinsic discount
26.68%
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 9 hours ago
author updated this narrative
Cohance Lifesciences
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
New Acquisitions Will Expand Opportunities In ADCs And Oligonucleotides
Key Takeaways Strategic acquisitions and entry into high-growth segments enhance revenue and margins by tapping into high-value markets like oligonucleotides and ADCs. Diversification and expansion into specialty segments with differentiated technology and M&A bolster competitive advantage and drive predictable, accelerated growth. Strategic acquisition reliance and volatile demand may strain cash flow, impacting financial stability, margins, and long-term earnings if expected synergies aren't realized.
View narrative
₹1.25k
FV
n/a
intrinsic discount
63.49%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Solaria Energía y Medio Ambiente
AN
AnalystConsensusTarget
Consensus Narrative from 16 Analysts
15 GW Solar Capacity In Spain Will Drive Future Success
Key Takeaways Diversification into renewable real estate and data centers is a major growth catalyst, expected to boost revenue and expand margins. Increased solar capacity and hybridization will enhance energy production, driving revenue growth and improving net margins.
View narrative
€11.42
FV
6.3% overvalued
intrinsic discount
12.87%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
16
users have followed this narrative
18 days ago
author updated this narrative
Precious Shipping
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
China's Steel Demand Will Boost Dry Bulk Shipping, But Oversupply Risks May Impact Earnings
Key Takeaways Strategic fleet upgrades and long-term charters enhance efficiency, reduce costs, and ensure steady revenue growth for Precious Shipping. Favorable supply-demand dynamics and geopolitical developments could further boost Precious Shipping's revenue and earnings potential.
View narrative
฿5.75
FV
9.6% overvalued
intrinsic discount
-2.17%
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
17 days ago
author updated this narrative
EcoPro BM
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Expansion Into Electric Vehicles And Nickel Refining Will Drive Future Success
Key Takeaways Ecopro BM's sales volume is projected to increase significantly, enhancing revenue and profitability, driven by electric vehicle launches and improved inventory management. Strategic investments in productivity and expansion into new markets aim to boost revenue, reduce costs, and strengthen the company's profitability and competitive position.
View narrative
₩109.42k
FV
26.9% overvalued
intrinsic discount
43.50%
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
9 days ago
author updated this narrative
Avio
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Vega C Launches And New Contracts Set To Expand Future Operations
Key Takeaways Vega C and P160 advancements improve payload capacity and profitability, driving higher revenue and margins. New contracts and market entry diversify revenue streams, enhancing financial stability and growth potential.
View narrative
€26.88
FV
26.9% overvalued
intrinsic discount
9.46%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
9 days ago
author updated this narrative
Southland Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Shands And RFK Bridge Projects Will Drive Future Progress
Key Takeaways A substantial backlog and new core projects are set to drive revenue growth and enhance margin profiles as they mature. Expansion into alternative delivery projects and infrastructure funding creates opportunities for improved revenue and margins amid a solid financial environment.
View narrative
US$6.00
FV
n/a
intrinsic discount
8.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
1
users have followed this narrative
Updated
narrative
Value any company in seconds
Popular companies