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
Hoth Therapeutics
Sponsored
content by Hoth Therapeutics
JO
Jolt_Communications
Community Contributor
100% Patient Improvement in trial puts this $16M Biotech on the radar
Key Takeaways Hoth is a clinical-stage biotech with a diversified pipeline across oncology, neurology, and inflammation. Lead drug HT-001 targets cancer treatment related rashes, a multi-hundred-million-dollar niche where no approved therapies exist.
View narrative
US$5.30
FV
74.9% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
New
narrative
PayPal Holdings
ZW
Zwfis
Community Contributor
PayPal's Future Growth Through Venmo and Merchant Solutions
PayPal at it's surface might not seem like fanciest option available; but as you take a deeper dive into the company it has a lot more to offer than just the app we use for transactions and sending money to others. Most of their revenue comes from transactions while they also source some revenue from other added value services like: Payment Gateway Subscriptions Interest and fees from consumer loans and merchant loans Other credit products referrals partnerships One other source that recently has begun to catch traction for them is Venmo; which is quite similar to the normal services of PayPal but has been very popular with younger populations.
View narrative
US$105.25
FV
33.8% undervalued
intrinsic discount
7.22%
Revenue growth p.a.
Set Fair Value
17
users have liked this narrative
1
users have commented on this narrative
36
users have followed this narrative
New
narrative
IREN
BL
BlackGoat
Community Contributor
IREN's Bold Moves in Sustainable Bitcoin Mining & AI Data Centers
"Investing in a bitcoin miner?! How dare you!" endthefud.org Summary IREN owns and operates 4 Bitcoin mining sites in North America, powered by 100% renewable energy, leveraging 'stranded energy' from hydro and solar power plants.
View narrative
US$26.54
FV
6.3% overvalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
22
users have liked this narrative
4
users have commented on this narrative
73
users have followed this narrative
28 days ago
author updated this narrative
Cadeler
MA
Mandelman
Community Contributor
Cadeler set to grow with market.
Catalysts Structural market tailwinds: Offshore wind installations are projected to grow from approximately 8 GW in 2024 to 34 GW by 2030 (28% CAGR), supported by strong policy initiatives in the EU, U.S., and China targeting over 400 GW of capacity. Source.
View narrative
NOK 95.36
FV
46.3% undervalued
intrinsic discount
30.00%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
15
users have followed this narrative
Updated
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Jardine Cycle & Carriage
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Southeast Asia Urban Trends And EV Moves Will Drive Mixed Outcomes
Key Takeaways Over-reliance on Astra International and legacy vehicle businesses exposes earnings and margins to economic, regulatory, and sustainability risks in Southeast Asia. Portfolio restructuring and digital transformation efforts may not deliver quick gains, with execution risks, competition, and compliance costs likely to constrain profitability.
View narrative
S$22.90
FV
19.5% overvalued
intrinsic discount
-0.74%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
13
users have followed this narrative
7 days ago
author updated this narrative
Varroc Engineering
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Electric Vehicles And Energy Efficiency Will Reshape Performance
Key Takeaways Focus on EVs, R&D, and regulatory-driven innovation positions Varroc for long-term growth, margin improvement, and operational resilience. Strategic divestments, localization, and strong order wins enable financial flexibility, cost competitiveness, and improved profitability.
View narrative
₹594.40
FV
3.7% undervalued
intrinsic discount
10.51%
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
7 days ago
author updated this narrative
InnovAge Holding
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Expanding US Senior Care Integration Will Drive Healthcare Transformation
Key Takeaways Enrollment growth and efficient geographic expansion are positioning the company for sustained revenue gains and scalable growth. Operational improvements and alignment with value-based care are driving margin improvements and better medical expense control.
View narrative
US$5.00
FV
24.6% undervalued
intrinsic discount
9.35%
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
7 days ago
author updated this narrative
ME Group International
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
International Expansion And Digital Upgrades Will Reshape Urban Convenience
Key Takeaways Expansion into self-service laundry and diversified automated solutions drives recurring, high-margin growth and reduces reliance on traditional photo booths. International market entry and retailer partnerships provide revenue growth, operational scale, and resilience against market fluctuations.
View narrative
UK£2.70
FV
28.9% undervalued
intrinsic discount
8.25%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
33
users have followed this narrative
7 days ago
author updated this narrative
Guararapes Confecções
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Digital Competition Will Further Erode Outdated Retail Footprints
Key Takeaways Heavy dependence on physical stores and the volatile Brazilian market exposes the company to revenue risk as digital disruption and economic cycles persist. Structural challenges from fast fashion backlash and mounting investment needs may erode brand perception, compress margins, and strain future profitability.
View narrative
R$7.00
FV
34.3% overvalued
intrinsic discount
5.72%
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
about 11 hours ago
author updated this narrative
Unity Software
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Rising Regulatory Burdens Will Limit Performance As Niche Gains Materialize
Key Takeaways The rise of simpler creation tools and industry shifts toward open-source and casual formats threaten Unity's market relevance, pricing power, and long-term revenue growth. Integration challenges, regulatory pressures, and escalating compliance costs are expected to suppress margins and undermine future profitability across core and ad-related business segments.
View narrative
US$23.39
FV
67.1% overvalued
intrinsic discount
7.33%
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
about 11 hours ago
author updated this narrative
Northam Platinum Holdings
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Growing EV Demand And Rising Costs Will Undermine PGM Profitability
Key Takeaways Long-term demand and pricing for PGMs face headwinds from electric vehicle adoption, substitution with alternatives, and increased recycling, pressuring Northam's revenue and margins. Operational and financial risks from South African exposure, ambitious expansion spending, and rising ESG compliance may undermine profitability and future growth opportunities.
View narrative
R131.11
FV
73.3% overvalued
intrinsic discount
18.25%
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 11 hours ago
author updated this narrative
ABB
AN
AnalystHighTarget
Consensus Narrative from 23 Analysts
Electrification And Digital Transformation Will Accelerate Market Leadership
Key Takeaways Strong global demand and record order pipeline position ABB for sustained revenue growth, operational leverage, and consistent margin improvement across key markets and segments. Value creation from the Robotics spin-off and shift toward digital services and local production enhances ABB's market share potential and supports long-term profit growth.
View narrative
CHF 61.74
FV
13.3% undervalued
intrinsic discount
7.32%
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
7 days ago
author updated this narrative
Assertio Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Rolvedon And Sympazan Will Open New Healthcare Frontiers
Key Takeaways Expanding key products and broader payer agreements drive sustainable revenue growth, while a digital-first model and divestitures improve operational efficiency and margins. Strong cash reserves and reduced legal liabilities enable strategic acquisitions, supporting industry consolidation, diversification, and long-term profitability.
View narrative
US$2.69
FV
69.8% undervalued
intrinsic discount
5.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
7 days ago
author updated this narrative
Value any company in seconds
Popular companies