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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
2
users have commented on this narrative
41
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
5
users have liked this narrative
0
users have commented on this narrative
14
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
15
users have followed this narrative
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narrative
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Medtronic
NA
NateF
Community Contributor
MDT Market Outlook
Medtronic plc (NYSE: MDT) is a leading medical device company with a diverse product portfolio and a strong global presence. As of January 4, 2025, the stock is trading at approximately $80.95 per share.
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US$82.66
FV
12.5% overvalued
intrinsic discount
4.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
7 months ago
author updated this narrative
Super Micro Computer
YI
yiannisz
Community Contributor
Super Micro's Rise and Sudden Fall
Super Micro Computer (SMCI) has been a prominent player in the tech and AI infrastructure space, making waves with its innovative approach to high-performance computing solutions. The company carved out a unique space in the rapidly expanding AI infrastructure market by focusing on energy-efficient, high-density server solutions—a strategic advantage that helped SMCI grow significantly over the last few years.
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US$26.00
FV
74.5% overvalued
intrinsic discount
15.05%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
28
users have followed this narrative
9 months ago
author updated this narrative
Atour Lifestyle Holdings
KA
kapirey
Community Contributor
For the full year of 2025, the Company currently expects total net revenues to increase by 25%
How does Atour make money? Atour is a hotel management company, mainly with its own hotels, as it seeks greater efficiency by reducing the number of rented hotels (only 32 as of December 2024).
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US$32.78
FV
6.4% overvalued
intrinsic discount
21.00%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
5 months ago
author updated this narrative
Randstad
TH
The_Prince
Community Contributor
Randstad: A Value Caution in a Shifting Landscape
Randstad NV (AEX: RAND) currently trades around €41.55 with a market cap of approximately €7.62 billion. While many investors may be drawn to its strong dividend history and solid reputation in staffing, a closer look at the fundamentals and macroeconomic outlook suggests that the market may be overestimating its near‐term growth prospects.
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€30.00
FV
36.0% overvalued
intrinsic discount
-0.35%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
9
users have followed this narrative
6 months ago
author updated this narrative
Palantir Technologies
YI
yiannisz
Community Contributor
AIP Powering Palantir's Unstoppable Growth
Palantir Technologies (PLTR) continues to hold its lead in megamarkets of data analytics and AI with strong financial performance and value creation through strategic developments. In Q3 2024, Palantir reported a record net income of $144 million , the highest quarterly profit since its founding.
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US$66.00
FV
168.4% overvalued
intrinsic discount
11.95%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
3
users have commented on this narrative
65
users have followed this narrative
9 months ago
author updated this narrative
Neste Oyj
IN
Investorman
Community Contributor
What is the fair value of Neste
After discussing the opportunities and challenges for Neste with my copilot, I have found out the following points: The industry outlook Oil products (49 % of Neste's revenue) Global oil demand is expected to plateau or decline slightly (-) Increased adaption of electric vehicles Improvements in energy efficiency Oil supply is expected to be good or superfluous (-) Oil prices will probably experience volatility (n) Road transport demand for oil will probably decline (-) Aviation and petrochemicals demand for oil will probably increase because the lack of alternatives (+) Renewable products (30 % of Neste's revenue) Renewable fuels The global production of renewable fuels, like biofuels and sustainable aviation fuels, is expected to expand significantly. (+) Governments worldwide are likely to implement regulations and incentives to promote the use of renewable fuels.
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€19.41
FV
24.6% undervalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
4
users have commented on this narrative
20
users have followed this narrative
9 months ago
author updated this narrative
Three Acre Farms
KA
kalindu
Community Contributor
⭐️ Undervalued Gem: This Stock is a Strong Buy ⭐️
Intrinsic Value per Share (DCF-based): Rs. 1,561.93 Current Market Price (CMP): Rs. 295 Undervaluation: CMP is 81% below intrinsic value! Key Strengths and Growth Potential 🟢 Strong Profitability & Cash Flow Net Profit Margin: 23.58% (higher than industry average) Free Cash Flow Yield: 52.13% (indicates strong cash generation) Earnings Yield: 24% (suggests high return potential) 🟢 Exceptional Financial Health Debt-to-Equity: 0.00% (No debt burden, reducing financial risk) Current Ratio: 7.49 (indicating strong short-term liquidity) Cash per Share: Rs. 29.72 (high cash reserves provide safety) 🟢 Attractive Valuation Metrics Price-to-Earnings (P/E) Ratio: 4.4 (well below the market average) Price-to-Book (P/B) Ratio: 0.78 (trading below book value) PEG Ratio: 0.37 (suggests strong earnings growth at a cheap price) 🟢 Robust Growth and Shareholder Returns Compounded NAVPS Growth (10 years): 19.94% (23.03% if dividends reinvested) Sustainable Growth Rate: 11% (supports long-term expansion) Dividend Yield: 9.1% (solid passive income potential) Dividend Payout Ratio: 42% (balanced between growth & shareholder returns) DCF-Based Valuation Breakdown Base FCF: Rs. 2,258.66 Mn (strong cash flow foundation) Discount Rate: 12% (reflecting conservative risk assumptions) Terminal Growth Rate: 2% (aligned with economic conditions) Projected FCF Growth: CAGR 11.49% (consistent growth trajectory) Final Verdict: STRONG BUY Intrinsic Value (Rs. 1,561.93) is over 5x the CMP (Rs. 295) , making this stock a deep value opportunity.
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LK₨1.56k
FV
63.3% undervalued
intrinsic discount
67.01%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
6
users have followed this narrative
5 months ago
author updated this narrative
ASML Holding
YI
yiannisz
Community Contributor
Why ASML Dominates the Chip Market
ASML Holding NV (ASML) isn’t a company; it’s the linchpin in the supply chain that global semiconductors need. Due to the uniqueness of supplying extreme ultraviolet, or EUV, lithography systems, the company enjoys a monopolistic position in its market.
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€864.91
FV
26.4% undervalued
intrinsic discount
9.65%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
5
users have commented on this narrative
53
users have followed this narrative
7 months ago
author updated this narrative
Endeavour Silver
RO
RockeTeller
Community Contributor
If silver $100 per oz
To calculate the stock price of Endeavour Silver if silver reaches $100 per oz, we can follow these steps based on the projected production and valuation metrics: ### Assumptions 1. Production Estimate: 9 million oz annually starting in 2025.
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US$51.43
FV
89.2% undervalued
intrinsic discount
48.23%
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
10 months ago
author updated this narrative
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