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
Prudent Advisory Services
AN
AnalystLowTarget
Consensus Narrative from 6 Analysts
Digital Disruption Will Squeeze Revenues And Commissions In India
Key Takeaways Ongoing shifts toward passive investing and digital platforms threaten Prudent's revenue and margin growth by diminishing demand for traditional advisory services. Intensifying competition, regulatory pressures, and downward repricing will limit Prudent's profitability and make sustaining asset growth increasingly challenging.
View narrative
₹2.60k
FV
2.7% overvalued
intrinsic discount
18.34%
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
8 days ago
author updated this narrative
Mister Car Wash
AN
AnalystLowTarget
Consensus Narrative from 16 Analysts
Rising EV Adoption Will Erode Margins Despite Resilient Memberships
Key Takeaways Shifts toward electric vehicles, public transportation, and ride-sharing threaten subscription growth and reduce Mister Car Wash's core customer base. Competitive pressures, regulatory costs, and operational leverage may squeeze margins, making long-term profitability and returns more difficult to sustain.
View narrative
US$6.00
FV
1.2% undervalued
intrinsic discount
6.03%
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
8 days ago
author updated this narrative
Drägerwerk KGaA
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Regulatory Burdens And Procurement Consolidation Will Weaken Operating Margins
Key Takeaways Rising regulatory burdens and healthcare consolidation will push up costs, strain margins, and erode pricing power against larger global competitors. Dependence on mature products and high fixed costs heighten risks of revenue stagnation, unpredictable earnings, and lagging operational efficiency.
View narrative
€63.00
FV
7.0% overvalued
intrinsic discount
3.70%
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
8 days ago
author updated this narrative
Tofas Türk Otomobil Fabrikasi Anonim Sirketi
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
EV Shift Will Threaten Exports And Amplify Cost Pressures
Key Takeaways Slow adaptation to electric vehicles and evolving mobility trends threatens future competitiveness, as consumer preferences shift and regulatory requirements tighten in core markets. Heavy reliance on Stellantis and inflationary pressures undermine operational stability and margin expansion, while overcapacity intensifies competition and risks weaker returns on investment.
View narrative
₺220.00
FV
7.0% overvalued
intrinsic discount
51.33%
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
8 days ago
author updated this narrative
Domino's Pizza Group
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Rising Costs And Tough Rules Will Hamper UK Market Performance
Key Takeaways Shifting consumer health trends, regulatory pressures, and intensifying competition threaten Domino's long-term market share, volume growth, and topline expansion. Rising input costs, market saturation, and uncertain returns from digital investments may compress margins and hinder sustained earnings growth.
View narrative
UK£1.95
FV
2.1% overvalued
intrinsic discount
3.41%
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
8 days ago
author updated this narrative
Vesuvius
AN
AnalystLowTarget
Consensus Narrative from 10 Analysts
Electric Arc Adoption And Decarbonization Will Shrink Global Market
Key Takeaways Structural shifts in steelmaking, materials use, and customer preferences threaten long-term demand for Vesuvius's products, compressing revenues and profitability. Geopolitical risks and shifting trade dynamics heighten supply chain, margin, and cash flow volatility, complicating future earnings stability.
View narrative
UK£3.30
FV
8.1% overvalued
intrinsic discount
1.63%
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
8 days ago
author updated this narrative
Solid Power
AN
AnalystHighTarget
Consensus Narrative from 2 Analysts
Rising EV Adoption And Grid Upgrades Will Power Battery Growth
Key Takeaways Partnerships with major automakers and rapid technology progress position Solid Power for accelerated, large-scale supply agreements and outsized revenue growth. Strong manufacturing capacity and first-mover advantage enable robust demand capture across automotive and non-automotive markets, supporting margin expansion and diversified high-value revenue.
View narrative
US$4.00
FV
26.5% overvalued
intrinsic discount
19.95%
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
8 days ago
author updated this narrative
Casio ComputerLtd
AN
AnalystLowTarget
Consensus Narrative from 8 Analysts
Legacy Segments Will Erode As Emerging Markets Provide Modest Boost
Key Takeaways Ongoing technological shifts and digitalization are rapidly diminishing demand for Casio's legacy products, threatening its revenues and operating profits across key business segments. Lagging innovation and intensifying low-cost competition are eroding margins and brand relevance, with operational challenges likely to depress future earnings and returns.
View narrative
JP¥1.07k
FV
10.9% 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
8 days ago
author updated this narrative
Phison Electronics
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Regulation And Competition Will Curtail Semiconductor Prospects
Key Takeaways Geopolitical shifts, self-sufficiency efforts, and stricter regulations are shrinking addressable markets and heightening operational and compliance costs, limiting revenue growth. Intensifying competition, commoditization, and dependency on costly R&D threaten margins and profitability amid industry cyclicality and potential overcapacity.
View narrative
NT$445.01
FV
10.6% overvalued
intrinsic discount
12.45%
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
8 days ago
author updated this narrative
Value any company in seconds
Popular companies