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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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Norwegian Air Shuttle
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Rising Regulatory Costs Will Strain Nordic Routes Despite Cost Cuts
Key Takeaways Accelerating industry consolidation and shifting travel trends threaten Norwegian's competitive position, long-term revenue growth, and ability to maintain attractive yields and margins. High financial leverage and exposure to regulatory and demographic risks create vulnerability to rising costs, refinancing pressures, and suppressed demand.
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NOK 10.90
FV
48.6% overvalued
intrinsic discount
6.00%
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
Permanent TSB Group Holdings
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Mortgage Overexposure And Digital Weakness Will Derail Returns
Key Takeaways Heavy reliance on Irish mortgages and demographic risk threaten loan growth, while macroeconomic shocks could erode income and pricing power. Digital disruption, regulatory demands, and intense competition expose the bank to margin compression and rising costs, challenging profitability.
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€1.50
FV
52.7% overvalued
intrinsic discount
3.85%
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
Currys
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
E-commerce Trends Will Shrink Retail Market Potential
Key Takeaways Growing online competition and shifting consumer behaviors threaten Currys' in-store relevance, shrinking market share and pressuring margins. Demographic changes and product durability reduce demand, while price competition and commoditization erode profitability despite cost-cutting efforts.
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UK£1.15
FV
3.5% undervalued
intrinsic discount
1.65%
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
Power Mech Projects
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Tightening Regulations And Cost Overruns Will Cripple Conventional Projects
Key Takeaways Heavy reliance on conventional power and tightening regulations threaten order inflows, earnings stability, and long-term revenue reliability. High working capital needs and intensifying competition put pressure on margins, cash flows, and overall profitability.
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₹2.37k
FV
32.6% overvalued
intrinsic discount
21.21%
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
Diageo
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Rising Health Concerns And Tougher Regulations Will Erode Margins
Key Takeaways Shifting consumer preferences and regulatory pressures threaten Diageo's volume growth, premiumization strategy, and ability to sustain margins. Cost inflation, supply chain challenges, and competition from non-alcoholic and craft brands limit prospects for revenue growth and market share retention.
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UK£17.69
FV
14.9% overvalued
intrinsic discount
1.45%
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
Gestamp Automoción
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
EV Shift And Trade Woes Will Curb Performance Then Ease
Key Takeaways Slow adaptation to electric vehicle trends and intensifying competition in Asia threaten future market relevance and margin stability. Heavy investments and customer concentration expose the company to greater financial risk and unpredictable earnings amid global market volatility.
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€2.20
FV
54.8% overvalued
intrinsic discount
0.99%
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
Auren Energia
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Tighter Credit And Rising Costs Will Weaken Outlook
Key Takeaways High financing costs, supply chain disruptions, and technological shifts threaten profitability, increase project risks, and may lead to stranded assets. Asset and contract structure exposes the company to downside revenue risk from market volatility and climate events, limiting flexibility and earnings stability.
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R$8.00
FV
24.4% overvalued
intrinsic discount
-15.13%
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
Ipsos
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Challenging Trends Will Erode Margins But Will Spark Renewed Hope
Key Takeaways Growing client adoption of AI and alternative data sources threatens Ipsos's traditional market research revenues and long-term market share. Integration challenges, tech investment, and rising compliance costs could compress operating margins and delay profitability improvements despite industry demand and acquisitions.
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€46.19
FV
17.5% undervalued
intrinsic discount
2.13%
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
ACLN
Accelleron Industries
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Legacy Turbocharging Will Struggle As Decarbonization Pressures Mount
Key Takeaways Heavy reliance on legacy turbocharging exposes Accelleron to disruptive shifts toward decarbonization, electrification, and stricter emissions regulations. Market changes and industry consolidation threaten pricing power, with rising costs and diminished demand putting long-term profitability and margins at risk.
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CHF 38.97
FV
86.8% 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
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1 day ago
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