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
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
5
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
25.6% 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
1
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
4.9% 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
users have followed this narrative
New
narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Groupon
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Rising Privacy Concerns And Aging Tech Will Erode Market Share
Key Takeaways Increased regulatory hurdles, platform competition, and merchant dissatisfaction threaten to weaken Groupon's user engagement, margin profile, and relevance in the discount marketplace. Aging technology and rising competition from new discount models risk eroding Groupon's customer base, competitive advantage, and future profitability.
View narrative
US$19.00
FV
66.7% overvalued
intrinsic discount
8.85%
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
2 days ago
author updated this narrative
Hypoport
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Demographics And Regulation Will Challenge Profitability But Digitization Will Help
Key Takeaways Heavy reliance on the German property sector and demographic shifts create long-term risks to revenue growth and earnings stability. Persistent high investment costs, operational bottlenecks, and regulatory challenges could delay profitability improvements and threaten platform utilization.
View narrative
€220.00
FV
22.5% undervalued
intrinsic discount
10.11%
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
2 days ago
author updated this narrative
TFI International
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Autonomous Vehicles And Decarbonization Costs Will Strain Freight Operations
Key Takeaways Emerging logistics technologies and evolving delivery models could materially shrink TFI's traditional market, raising deep concerns about future revenue and overall business relevance. Rising costs from regulatory, labor, and integration challenges threaten margins, cash flow, and strategic flexibility, especially given heavy macroeconomic and industry reliance.
View narrative
CA$96.39
FV
20.7% overvalued
intrinsic discount
1.51%
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
2 days ago
author updated this narrative
Exosens
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Geopolitical Instability Will Pressure Global Defense Margins
Key Takeaways Exposure to geopolitical instability, ESG pressures, and reliance on defense make Exosens vulnerable to regulatory, supply chain, and market volatility risks. Failure to innovate and diversify, combined with evolving industry technology, threatens margin erosion and long-term earnings sustainability.
View narrative
€33.50
FV
18.7% overvalued
intrinsic discount
10.04%
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
2 days ago
author updated this narrative
Sappi
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Legacy Revenue Declines And Margin Pressures Will Erode Profitability
Key Takeaways Declining demand in graphic paper markets and persistent oversupply in Europe are putting sustained pressure on Sappi's revenue and margins. Slow progress in diversifying toward biomaterials and increased ESG compliance costs threaten long-term profitability and limit shareholder returns.
View narrative
R25.95
FV
8.0% overvalued
intrinsic discount
1.12%
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
2 days ago
author updated this narrative
Bombardier
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Regulations Will Limit Jet Sales Despite Aftermarket Gains
Key Takeaways Heavy reliance on business jet sales exposes Bombardier to industry shocks, regulatory risks, and market downturns with limited diversification to offset earnings volatility. Ongoing operational challenges, rising costs, and legacy reputational issues threaten profitability, customer trust, and long-term revenue growth.
View narrative
CA$128.58
FV
29.1% overvalued
intrinsic discount
3.23%
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
2 days ago
author updated this narrative
Dynavox Group
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Mounting Regulation And AAC Competition Will Erode Margins Despite Headroom
Key Takeaways Declining reimbursement rates, increased regulatory costs, and overreliance on institutional funding threaten revenue, margin stability, and earnings predictability. Intensifying competition from low-cost and mainstream solutions risks commoditization, eroding Dynavox's pricing power, market share, and overall profitability.
View narrative
SEK 85.00
FV
51.9% overvalued
intrinsic discount
17.55%
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
2 days ago
author updated this narrative
Direcional Engenharia
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Rising Costs And Declining Housing Demand Will Impair Outlook
Key Takeaways Demographic and policy shifts, along with interest rate pressures, threaten Direcional's housing demand, sales, and financial performance. Rising construction costs and operational risks from expansion may compress margins and erode profitability over time.
View narrative
R$20.60
FV
33.8% undervalued
intrinsic discount
18.84%
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
2 days ago
author updated this narrative
Varroc Engineering
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Increasing EV Adoption Will Erode Outdated ICE Segments
Key Takeaways Overexposure to legacy ICE components and slow diversification leaves Varroc vulnerable to market shifts and technological obsolescence, weakening revenue and pricing power. Heightened regulatory costs, competitive pressures, and supply chain changes threaten profitability, free cash flow, and long-term financial stability.
View narrative
₹480.00
FV
8.8% overvalued
intrinsic discount
9.58%
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
2 days ago
author updated this narrative
Value any company in seconds
Popular companies