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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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NIBE Industrier
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Cost Inflation And Rising Trade Barriers Will Erode Margins
Key Takeaways Heightened cost pressures, regulatory burdens, and global market shifts threaten NIBE's margins, organic growth, and earnings stability. Intensifying competition and acquisition risks may erode profitability, disrupt expansion, and increase operational challenges over time.
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SEK 24.49
FV
85.4% overvalued
intrinsic discount
3.76%
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
Lotus Bakeries
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Growing Regulatory Burdens Will Undermine Fragile Market Share
Key Takeaways Shifting consumer preferences and tighter health regulations are forcing a move away from profitable core products, threatening long-term growth and profitability. Heavy dependence on Biscoff and escalating supply chain, compliance, and sustainability costs expose the company to increased risks and tighter margins.
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€6.80k
FV
20.0% overvalued
intrinsic discount
8.09%
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
Indus Towers
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Rising Costs And Shifting Demand Will Undermine Revenues In India
Key Takeaways Evolving wireless technologies and alternative connectivity solutions threaten to reduce demand for traditional tower infrastructure, putting long-term core revenues at risk. Rising operating costs, regulatory-driven capex, and heavy reliance on a few telecom partners create persistent margin pressures and heightened earnings uncertainty.
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₹300.00
FV
11.0% overvalued
intrinsic discount
4.17%
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
Shree Cement
AN
AnalystLowTarget
Consensus Narrative from 42 Analysts
Increasing Environmental Pressures And Overexpansion Will Undermine Margins
Key Takeaways Rising sustainability standards and alternative materials threaten traditional cement demand, risking lost market share and lower growth prospects. Increasing regulations, cost pressures, and industry overcapacity could compress margins and erode the company's historical competitive advantages.
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₹22.98k
FV
32.3% overvalued
intrinsic discount
4.78%
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
NIO
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Rising Global Tariffs Will Worsen EV Expansion Challenges
Key Takeaways Threats from protectionism, subsidy reductions, and intensified competition could limit NIO's international growth and put downward pressure on margins and demand. High R&D and infrastructure spending, along with inventory risks from a new sales model, jeopardize NIO's path to sustainable profitability.
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US$3.00
FV
60.1% overvalued
intrinsic discount
14.22%
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
1 day ago
author updated this narrative
Sanlam
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Technological Disruption And Economic Headwinds Will Crush Performance
Key Takeaways Rising digital disruption, weak market demographics, and South African overexposure threaten Sanlam's traditional revenue streams, market share, and earnings stability. Expansion and regulatory challenges risk persistent costs, operational inefficiencies, and margin compression, undermining scale benefits and future profitability.
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R75.10
FV
17.3% overvalued
intrinsic discount
-60.15%
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
1 day ago
author updated this narrative
Korea Electric Power
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Mounting Debt And Declining Demand Will Shrink Outlook
Key Takeaways Loss of industrial customers, stagnant demand, and tariff regulations are severely constraining revenue growth and compressing profitability. Mounting capital requirements for decarbonization and grid upgrades are driving up debt, reducing financial flexibility, and heightening risks to future earnings.
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₩30.28k
FV
28.3% overvalued
intrinsic discount
0.72%
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
Nomad Foods
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Revenue Challenges Will Weigh On Frozen Sectors Though Margins Improve
Key Takeaways Over-reliance on stagnant Western European markets and private label competition may suppress revenue growth and limit the impact of innovation and diversification efforts. Persistent inflation, slow price adjustments, and rising operational complexity threaten long-term margin improvements and earnings stability despite cost-reduction initiatives.
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US$17.95
FV
16.1% undervalued
intrinsic discount
0.93%
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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Saab
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Stricter Climate Policy And Tech Rivals Will Shatter Defense Stability
Key Takeaways Elevated regulatory, ethical, and geopolitical pressures threaten Saab's ability to secure major contracts and compress profitability across global defense markets. Market share and earnings stability are at risk due to technological disruption by competitors and volatility from dependence on large government contracts.
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SEK 374.00
FV
36.4% overvalued
intrinsic discount
15.88%
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
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