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
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.
View narrative
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.
View narrative
€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.
View narrative
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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Arabian Drilling
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Global Renewable Shifts And Regulations Will Undermine Oil Rig Margins
Key Takeaways Shift to renewables and tightening environmental rules threaten core revenues, while heavy dependence on a few key clients heightens earnings and cash flow volatility. Intensifying competition and escalating compliance costs erode margins, restrict cash generation, and elevate financial risk amid uncertainty over contract renewals and geographic expansion.
View narrative
ر.س63.00
FV
17.0% overvalued
intrinsic discount
1.68%
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
New
narrative
Card Factory
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Digital Shift And Store Decline Will Strain Yet Uncover Value
Key Takeaways Digital communication trends and shifting consumer preferences risk constraining demand for traditional cards and celebration products, potentially limiting long-term growth despite international expansion. Persistent high street challenges, intense overseas competition, and consumer focus on essentials may undermine omnichannel gains and compress margins even with efficiency initiatives.
View narrative
UK£1.10
FV
6.0% undervalued
intrinsic discount
6.96%
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
1 day ago
author updated this narrative
Tarsons Products
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Rising Sustainability Pressures And Tariffs Will Crush Profitability
Key Takeaways Mounting global regulation, anti-plastic sentiment, and shifting technology trends are eroding demand for core plastic products and compressing profit margins. Slow innovation and industry consolidation are increasing Tarsons' vulnerability to margin pressures, competitive threats, and lost access to premium markets.
View narrative
₹347.00
FV
0.9% undervalued
intrinsic discount
15.06%
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
1 day ago
author updated this narrative
Diversified Energy
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Decarbonization And ESG Pressures Will Erode Natural Gas Prospects
Key Takeaways Rising renewables adoption and stricter decarbonization targets threaten natural gas demand, pressuring Diversified's revenues, pricing, and long-term asset value. ESG pressures, tougher regulations, and remediation costs could elevate expenses, restrict financing options, and challenge the company's profitability and future growth.
View narrative
UK£11.01
FV
2.2% overvalued
intrinsic discount
2.17%
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
1 day ago
author updated this narrative
Nordex
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
European Policy Risks And Chinese Competition Will Undermine Future Stability
Key Takeaways Heavy reliance on European markets, particularly Germany, exposes the company to significant regulatory and demand risks amid evolving policy and subsidy landscapes. Competitive pressure, persistent industry overcapacity, and rising costs threaten profitability and sustainable growth, necessitating continuous investment and innovation.
View narrative
€17.18
FV
25.4% overvalued
intrinsic discount
5.52%
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
1 day ago
author updated this narrative
JS Global Lifestyle
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Global Protectionism And Rising Tariffs Will Curtail Overseas Expansion
Key Takeaways Trade barriers and geopolitical tensions threaten overseas expansion, while stricter environmental rules will drive up costs and reduce competitiveness. Slowed core market demand and post-spinoff reliance on weaker brands raise earnings volatility and risk structurally lower profitability.
View narrative
HK$1.57
FV
16.6% overvalued
intrinsic discount
10.56%
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
1 day ago
author updated this narrative
Watches of Switzerland Group
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
US Tariffs And Supply Risks Will Hinder Prospects Despite Upside
Key Takeaways Exposure to regulatory risks, brand partner dependence, and macroeconomic volatility threaten margins, revenue growth, and long-term earnings scalability. Heavy reliance on in-person showrooms, limited online presence, and supply concentration may constrain future market share and gross margin stability.
View narrative
UK£3.60
FV
10.4% undervalued
intrinsic discount
5.11%
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
1 day ago
author updated this narrative
Pets at Home Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Margins Will Compress As Online Pressure Erodes Retail And Vet
Key Takeaways Intensifying competition and a weak online offering threaten margins and market share, while consumers reduce spending on pet products amid economic uncertainty. Operational costs are rising faster than earnings, and heavy dependence on veterinary services increases risk from regulation, workforce shortages, and reputational issues.
View narrative
UK£1.90
FV
18.7% overvalued
intrinsic discount
1.24%
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
1 day ago
author updated this narrative
Rallis India
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Climate Risks And Regulation Will Derail Agrochemical Demand
Key Takeaways Intensifying regulatory shifts and consumer moves toward organic products threaten Rallis India's traditional agrochemical market and future margin stability. Limited innovation and reliance on domestic sales expose the company to market share loss, regulatory shocks, and muted earnings growth.
View narrative
₹202.00
FV
87.8% overvalued
intrinsic discount
9.64%
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
1 day ago
author updated this narrative
Value any company in seconds
Popular companies