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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
23.9% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
7
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0
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29
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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
24.3% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
0
users have commented on this narrative
11
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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
4.1% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
2
users have commented on this narrative
12
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Rolls-Royce Holdings
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Decarbonization Regulations And Supply Fragmentation Will Squeeze Margins
Key Takeaways Structural headwinds in decarbonization, market shifts, and new competition threaten long-term profitability, market share, and earnings visibility for Rolls-Royce. High pension liabilities, debt levels, and rising supply chain costs may constrain investment, erode margins, and limit recovery in core business segments.
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UK£4.10
FV
164.1% overvalued
intrinsic discount
2.47%
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
4 days ago
author updated this narrative
Daiichi Sankyo Company
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Dependence On ADC Drugs Will Erode Margins But Spur Recovery
Key Takeaways Heavy dependence on key cancer drugs exposes the company to revenue risks if clinical or safety results disappoint, despite strong growth prospects in oncology. Rising global cost pressures, increasing regulatory scrutiny, and potential supply chain disruptions could limit profitability and long-term earnings expansion.
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JP¥4.50k
FV
20.3% undervalued
intrinsic discount
5.80%
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
4 days ago
author updated this narrative
Dr. Ing. h.c. F. Porsche
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Rising Tariffs And Emission Standards Will Dampen Prospects
Key Takeaways Increased regulatory and supply chain pressures are set to shrink Porsche's margins and reliability of cash flows as electrification and compliance costs escalate. Shifts in mobility trends and heightened luxury EV competition threaten future sales growth, brand exclusivity, and pricing power for Porsche.
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€37.00
FV
23.1% overvalued
intrinsic discount
-0.97%
Revenue growth p.a.
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0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
4 days ago
author updated this narrative
Life Insurance Corporation of India
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
India's Legacy Insurer Will Suffer Digital Disruption Yet Pursue Reforms
Key Takeaways Rapid digital adoption and evolving consumer preferences are eroding LIC's traditional dominance, threatening premium growth and long-term market relevance. Reliance on low-margin legacy products and agency-driven distribution makes LIC vulnerable to regulatory changes, rising competition, and margin compression.
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₹825.00
FV
7.6% overvalued
intrinsic discount
5.20%
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
4 days ago
author updated this narrative
UniCredit
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Rising Fintech Disruption And Tighter Regulation Will Hamper Profitability
Key Takeaways Digital disruption and regulatory burdens threaten profitability, while underinvestment in technology risks loss of customers and increased operational costs. Heavy reliance on Southern Europe exposes UniCredit to regional economic shocks, leading to instability in earnings and heightened risk.
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€57.00
FV
20.0% overvalued
intrinsic discount
-0.37%
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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4 days ago
author updated this narrative
Merck KGaA
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Legacy Pharmaceutical And Chemical Businesses Will Decline As Regulations Tighten
Key Takeaways Underperformance in legacy segments, slow R&D, and overreliance on blockbusters threaten competitiveness as innovation and patent expiries reshape the market. Tightening regulation, geopolitical risks, and operational headwinds add sustained pressure on margins and revenue stability.
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€105.50
FV
5.3% overvalued
intrinsic discount
1.81%
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
4 days ago
author updated this narrative
LG Energy Solution
AN
AnalystLowTarget
Consensus Narrative from 30 Analysts
Falling US EV Subsidies Will Trigger Margin Strain
Key Takeaways Uncertainty from subsidy expirations, tariffs, and policy shifts threatens revenue growth, margin expansion, and capital investment effectiveness in key markets. Intensifying competition and cost pressures could erode pricing power, profitability, and long-term returns, particularly amid ongoing global supply chain realignment.
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₩273.68k
FV
42.3% overvalued
intrinsic discount
5.69%
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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4 days ago
author updated this narrative
GSK
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Cost Controls In The US And Europe Will Squeeze Margins
Key Takeaways Escalating pricing pressures and patent expirations threaten growth, margins, and the value from new and existing products across key markets. Weak R&D productivity, mounting legal risks, and emerging market volatility undermine earnings stability and long-term strategic goals.
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UK£11.20
FV
28.1% overvalued
intrinsic discount
2.92%
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
4 days ago
author updated this narrative
Spotify Technology
AN
AnalystLowTarget
Consensus Narrative from 37 Analysts
GDPR And AI Commoditization Will Erode Fundamentals
Key Takeaways Escalating regulatory constraints and rising content costs threaten Spotify's revenue growth, margins, and long-term profitability prospects. Intensifying competition and shifting market trends risk capping user growth, elevating churn, and stalling the company's efforts to diversify and expand earnings.
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US$543.07
FV
28.0% overvalued
intrinsic discount
9.82%
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
4 days ago
author updated this narrative
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