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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
27.8% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
New
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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
25.2% undervalued
intrinsic discount
9.00%
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
New
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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
5.0% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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Advantage Energy
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Western Gas Oversupply Will Strain Earnings With Clean Energy Support
Key Takeaways Heavy reliance on Western Canadian gas exposes earnings to price volatility, while ongoing capital needs may limit future shareholder returns if market conditions sour. Growth prospects face long-term challenges from global decarbonization, regulatory costs, and structural oversupply, despite efficiency gains and clean energy initiatives.
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CA$12.00
FV
9.3% undervalued
intrinsic discount
14.49%
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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Gran Tierra Energy
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Optimized Production In Colombia And Ecuador Will Drive Future Success
Key Takeaways Production growth and operational efficiencies are driving higher sales potential, improved margins, and extended field life across key geographies. Disciplined capital management and strategic project participation enhance financial resilience, reduce risk, and support the company's long-term growth prospects.
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US$6.14
FV
41.6% undervalued
intrinsic discount
10.68%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
5 days ago
author updated this narrative
Gujarat Pipavav Port
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Regionalization Trends And Rising Costs Will Limit Container Throughput
Key Takeaways Structural risks from global trade shifts, rising competition, and limited hinterland connectivity threaten long-term revenue growth and market share. Higher compliance, climate impacts, and cost pressures are likely to erode margins and reduce cash flow sustainability.
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₹108.00
FV
45.1% overvalued
intrinsic discount
8.01%
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
3 days ago
author updated this narrative
Awfis Space Solutions
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Tier Expansion Will Depress Occupancy But Later Reveal Resilience
Key Takeaways Slower-than-expected adoption in new markets and increased competition from remote work trends may pressure occupancy rates, revenue growth, and seat pricing over time. High operational leverage from fixed costs and reliance on short-term leases expose Awfis to margin risk and earnings volatility, especially if demand softens.
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₹750.00
FV
23.5% undervalued
intrinsic discount
17.38%
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
3 days ago
author updated this narrative
DIP
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Automation, Protectionism And Rising Costs Will Erode Value
Key Takeaways Automation and AI advancements, plus margin pressure from tech competitors and wage inflation, threaten revenue growth and profitability. Geopolitical risks, regulatory burdens, and client concentration amplify financial instability and hinder expansion into new markets.
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JP¥1.80k
FV
39.1% overvalued
intrinsic discount
3.22%
Revenue growth p.a.
Set Fair Value
0
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0
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0
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3 days ago
author updated this narrative
Happiest Minds Technologies
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Global Automation And Rising Integration Costs Will Erode IT Margins
Key Takeaways Heavy reliance on traditional IT services and key clients exposes the company to automation risks and revenue volatility amid growing low-cost competition. Rising costs from talent retention, technology investments, and regulatory compliance threaten sustained margin pressure and slower growth in core markets.
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₹454.33
FV
27.6% overvalued
intrinsic discount
8.74%
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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3 days ago
author updated this narrative
HMS Networks
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Tariff And Geopolitical Risks Will Strain Manufacturing Yet Improve Conditions
Key Takeaways Geopolitical tensions, tariffs, and currency shifts create uncertainty, pressuring margins and limiting international and organic revenue growth despite Industry 4.0 tailwinds. Growth in software, services, and acquisitions is slowed by project delays and market caution, while increased competition threatens pricing power and sustainable earnings.
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SEK 440.00
FV
5.5% undervalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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3 days ago
author updated this narrative
Sleep Cycle
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Embedded Trackers And Regulation Will Erode Sleep App Margins
Key Takeaways Deep integration of free health tracking by major platforms and bundled offerings threatens user growth, retention, and the relevance of standalone sleep apps. Rising compliance costs and the shift toward medical-grade solutions will squeeze margins and challenge Sleep Cycle's long-term profitability.
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SEK 26.00
FV
18.5% overvalued
intrinsic discount
14.74%
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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3 days ago
author updated this narrative
Noah Holdings
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
China's Tightening Rules And Aging Population Will Sap Confidence
Key Takeaways Regulatory pressures, demographic challenges, and geopolitical risks threaten the company's international expansion, revenue growth, and long-term client retention. Increased competition, reputational concerns, and the shift to direct investment platforms are likely to erode market share and suppress profitability.
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US$6.93
FV
68.8% overvalued
intrinsic discount
0.59%
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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3 days ago
author updated this narrative
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