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
11
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
25.2% 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
3
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
5.0% 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
Telia Company
AN
AnalystLowTarget
Consensus Narrative from 17 Analysts
Legacy Telecom Decline And Rising Energy Expenses Will Constrain Outlook
Key Takeaways Structural decline in legacy services and intense digital competition threaten Telia's revenue growth and compress margins despite diversification efforts. Overexposure to stagnant regional markets and rising operational costs from energy and regulation heighten risks of lagging financial performance.
View narrative
SEK 27.00
FV
27.8% overvalued
intrinsic discount
-3.25%
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
3 days ago
author updated this narrative
Renault
AN
AnalystLowTarget
Consensus Narrative from 18 Analysts
Weak European Demand Will Squeeze Margins Yet Reforms Will Stabilize
Key Takeaways Leadership in affordable EVs and digital initiatives is challenged by falling demand, high spending, and margin pressures due to intensified competition and regulatory demands. Structural declines in traditional car ownership and the rise of shared mobility threaten Renault's long-term growth despite product strengths and efficiency improvement efforts.
View narrative
€38.00
FV
14.6% undervalued
intrinsic discount
0.37%
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
3 days ago
author updated this narrative
2892
First Financial Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Fintech Disruption And Asia Regulations Will Erode Market Share
Key Takeaways Rising digital competition and demographic shifts are eroding customer base and slowing growth, exposing weaknesses in market adaptation and product diversification. Regulatory pressures, interest rate volatility, and concentrated credit risk threaten profit margins and overall earnings stability.
View narrative
NT$22.94
FV
24.3% 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
users have followed this narrative
3 days ago
author updated this narrative
Kakao
AN
AnalystLowTarget
Consensus Narrative from 28 Analysts
South Korea's Regulatory Push And Demographic Decline Will Weaken Outlook
Key Takeaways Stricter regulations and demographic challenges threaten Kakao's revenue growth, compress margins, and may force changes to its core business model. Diversification into new sectors and rising competition increase operational risks and margin pressures, while digital ad shifts undermine Kakao's main profit sources.
View narrative
₩48.13k
FV
32.3% overvalued
intrinsic discount
4.20%
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
3 days ago
author updated this narrative
Max Healthcare Institute
AN
AnalystLowTarget
Consensus Narrative from 23 Analysts
Rising Healthcare Costs And Regulatory Risks Will Weaken Inpatient Demand
Key Takeaways Rising healthcare costs, regulatory risks, and geographic concentration threaten revenue growth, margin expansion, and overall financial stability. Shifts toward outpatient care, intense competition, and delayed project ramp-ups could erode traditional business streams and dampen profitability.
View narrative
₹867.75
FV
45.4% overvalued
intrinsic discount
21.89%
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
3 days ago
author updated this narrative
Bouygues
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Europe Regulations And Telecom Rivalry Will Weaken Future Performance
Key Takeaways Stricter climate regulations, labor shortages, and high capital costs threaten profitability and visibility across Bouygues' construction and infrastructure segments. Telecom segment faces eroding margins from fierce competition, rising costs, and execution risks in large, complex projects, impacting group-wide earnings stability.
View narrative
€35.00
FV
9.5% overvalued
intrinsic discount
0.94%
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
3 days ago
author updated this narrative
Vodacom Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
African Data Regulations And Legacy Revenue Decline Will Squeeze Margins
Key Takeaways Stricter regulations, rising capex demands, and increased competition are squeezing margins, curbing growth, and complicating earnings expansion across Vodacom's operating regions. Shifts in consumer behavior toward alternative platforms and subdued economic conditions are undermining traditional revenue streams and weakening topline momentum.
View narrative
R115.00
FV
20.9% overvalued
intrinsic discount
8.02%
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
3 days ago
author updated this narrative
Pandora
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Shifting Consumer Preferences And Rising Costs Will Drag Margins
Key Takeaways Pandora's reliance on charms and lack of product diversification increases vulnerability to changing consumer preferences and potential innovation shortfalls. Rising compliance costs and fast-fashion competition are expected to erode margins and weaken the brand's pricing power, especially in mature markets.
View narrative
DKK 767.18
FV
32.3% overvalued
intrinsic discount
4.41%
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
3 days ago
author updated this narrative
Turkiye Garanti Bankasi
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
Macroeconomic Instability And Regulatory Tightening Will Erode Margins
Key Takeaways Prolonged economic instability and regulatory uncertainty threaten profitability by raising costs, compressing margins, and eroding the real value of the bank's assets. High exposure to unsecured lending and increasing digital competition heighten risks to earnings, loan quality, and the stability of key funding sources.
View narrative
₺109.99
FV
33.0% overvalued
intrinsic discount
21.44%
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
3 days ago
author updated this narrative
Value any company in seconds
Popular companies