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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
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PeptiDream
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Licensing Delays Will Downturn Revenues But Enable Future Recovery
Key Takeaways Heavy reliance on successful partnerships and out-licensing deals introduces execution and development risks that could impact revenue and earnings growth. Rising competition, macroeconomic pressures, and high capital investment may constrain margins and slow pipeline monetization if partners or programs underperform.
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JP¥2.50k
FV
34.8% undervalued
intrinsic discount
35.55%
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
Megaport
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Geopolitical Tensions And Tech Shifts Will Erode Connectivity Value
Key Takeaways Regulatory challenges and shifting customer needs may limit global expansion, reducing revenue growth and competitiveness in multinational markets. Increased competition and technological innovation threaten Megaport's value proposition, risking declining recurring revenue and heightened exposure to customer concentration risk.
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AU$10.60
FV
39.8% overvalued
intrinsic discount
16.96%
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
R A
Regional. de
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Traditional Banks Will Decline Under Fintech And Demographic Pressures
Key Takeaways Digital fintech competition and changing demographics threaten Regional.de's customer retention, loan demand, and revenue prospects. Limited geographic diversification and rising compliance costs increase credit risk, pressure margins, and constrain future earnings growth potential.
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Mex$130.00
FV
11.2% overvalued
intrinsic discount
9.37%
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
IAMGOLD
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Rising ESG Costs And Reserve Declines Will Undermine Viability
Key Takeaways Shifting global energy trends and regulatory pressures threaten gold demand and raise IAMGOLD's costs, risking sustained margin and profitability erosion. Operational inefficiencies and limited reserve replacements jeopardize future output, while high leverage constrains financial flexibility and heightens vulnerability to market downturns.
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CA$11.05
FV
1.7% overvalued
intrinsic discount
8.06%
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
Tourism Holdings
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Rising Carbon Taxes And Aging Demographics Will Erode Margins
Key Takeaways Environmental regulation, demographic shifts, and geopolitical risks threaten long-term demand, operational costs, and revenue stability for Tourism Holdings. Disruptive mobility trends and lagging vehicle sales undermine the relevance and profitability of its traditional RV business model, increasing margin compression risk.
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NZ$1.55
FV
43.9% overvalued
intrinsic discount
4.50%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
ABB
AN
AnalystLowTarget
Consensus Narrative from 22 Analysts
Global Protectionism And Rising Cost Burdens Will Erode Margins
Key Takeaways Global protectionism, local competition, and commodity price pressures threaten ABB's revenue growth, margins, and ability to maintain cost advantages. Portfolio complexity and ongoing restructurings heighten risks of integration issues and underperformance, potentially harming profitability and long-term earnings.
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CHF 38.29
FV
40.7% overvalued
intrinsic discount
3.34%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
Somany Ceramics
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Expensive Retrofitting And Shifting Market Demand Will Depress Margins
Key Takeaways Shifts in regulations, consumer preferences, and rising costs are straining margins, pressuring earnings, and threatening market relevance for traditional ceramic products. Overcapacity, domestic market dependence, and distributor consolidation hinder revenue growth potential and weaken the company's long-term financial stability.
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₹470.00
FV
8.7% overvalued
intrinsic discount
8.11%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
author updated this narrative
Henry Boot
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
UK Planning Hurdles Will Delay Projects Yet Potential Endures
Key Takeaways Dependency on regional planning and public funding introduces execution risk, with bureaucratic delays or policy shifts potentially restricting revenue and growth. Inflation, cyclical markets, and higher sustainability costs threaten margins and profitability despite strengths in land holdings, balance sheet, and strategic positioning.
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UK£2.55
FV
10.2% undervalued
intrinsic discount
4.69%
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
Soitec
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
SOI Commoditization And Geopolitical Tensions Will Depress Margins
Key Takeaways Ongoing commoditization, technology shifts, and customer concentration threaten Soitec's pricing power, margins, and long-term revenue stability. Geopolitical tensions, regulatory pressures, and labor shortages are raising operational costs and complexity, hindering market access and profitability.
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€32.00
FV
16.6% overvalued
intrinsic discount
-1.80%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
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0
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1 day ago
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