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
23.4% undervalued
intrinsic discount
12.00%
Revenue growth p.a.
Set Fair Value
14
users have liked this narrative
8
users have commented on this narrative
51
users have followed this narrative
7 days ago
author updated this 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
24.2% undervalued
intrinsic discount
9.00%
Revenue growth p.a.
Set Fair Value
7
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
7 days ago
author updated this 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
4.4% undervalued
intrinsic discount
8.72%
Revenue growth p.a.
Set Fair Value
6
users have liked this narrative
2
users have commented on this narrative
17
users have followed this narrative
7 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
Carysil
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Global Kitchen Upgrades And Market Expansion Will Transform Industry
Key Takeaways Major global partnerships, new launches, and expanding distribution are driving revenue growth and higher margins through premiumization and reduced market dependency. Operational efficiencies, backward integration, and geographic diversification are lowering costs, mitigating risks, and supporting sustained earnings expansion.
View narrative
₹1.04k
FV
14.9% undervalued
intrinsic discount
16.51%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
8
users have followed this narrative
Updated
narrative
Local Bounti
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Facility Upgrades And Expansion Will Boost Local Food Markets
Key Takeaways Strategic facility upgrades, product innovation, and cost reduction efforts are expected to boost efficiency, profitability, and scalability for sustainable revenue growth. Strong retail partnerships and expanded product offerings position the company to capitalize on consumer demand for local, healthy, and traceable foods.
View narrative
US$5.50
FV
53.8% undervalued
intrinsic discount
50.23%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
Updated
narrative
Adient
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Accelerating EV Electrification Will Unlock Future Opportunities
Key Takeaways Expansion in EV seating, innovation in premium products, and strong U.S. production base are driving new business growth and margin improvement. Cost-saving initiatives, debt reduction, and disciplined capital allocation are strengthening earnings, cash flow, and shareholder returns.
View narrative
US$26.90
FV
14.3% undervalued
intrinsic discount
1.62%
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
5 days ago
author updated this narrative
Carel Industries
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Technological Advancements And M&A Strategy Will Expand Future Market Presence
Key Takeaways Strategic investments in innovation and sustainability are set to drive revenue growth and enhance margins by expanding product offerings and operational efficiency. Regional growth in North America and an active M&A strategy promise increased revenue and improved EBITDA margins through synergies and service expansion.
View narrative
€22.72
FV
12.0% overvalued
intrinsic discount
9.26%
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
5 days ago
author updated this narrative
Hippo Holdings
AN
AnalystConsensusTarget
Consensus Narrative from 4 Analysts
Baldwin Group Partnership And AI Will Expand Market Access
Key Takeaways Tech-focused strategy and key partnerships expand market reach, improve underwriting precision, and enhance customer retention for long-term scalable growth. Diversification across products and distribution channels reduces weather risk, supporting more stable and predictable revenues and margins.
View narrative
US$36.00
FV
12.2% undervalued
intrinsic discount
23.24%
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
CVS Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Rising Costs And Regulatory Threats Will Erode Fundamentals
Key Takeaways Demographic shifts, regulatory pressures, and technological disruption threaten to erode core revenue drivers and compress operating margins. Heavy reliance on acquisitions increases balance sheet risk and raises the potential for integration failures and earnings instability.
View narrative
UK£12.50
FV
1.8% undervalued
intrinsic discount
6.33%
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
about 1 month ago
author updated this narrative
Vitru Brasil Empreendimentos Participações e Comércio
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Brazilian Online Education Will Struggle As Risks Mount But Adapt
Key Takeaways Exposure to regulatory shifts and rising competition threaten Vitru's growth, pricing power, and margin stability despite its large network and first-mover advantage. Macroeconomic pressures, changing student preferences, and increased public investment risk flattening enrollment and long-term revenue sustainability.
View narrative
R$9.50
FV
7.9% overvalued
intrinsic discount
-3.00%
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
about 1 month ago
author updated this narrative
Coor Service Management Holding
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Hybrid Work Trends Will Erode Earnings As Cost Pressures Mount
Key Takeaways Structural shifts to hybrid work and intensifying regulatory, labor, and technological pressures threaten revenue stability, profitability, and margin resilience. Dependence on a concentrated contract base and slower adaptation risk market share loss and reduced long-term competitiveness.
View narrative
SEK 43.00
FV
9.6% overvalued
intrinsic discount
2.59%
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
about 1 month ago
author updated this narrative
Rana Gruber
AN
AnalystLowTarget
Consensus Narrative from 2 Analysts
Decarbonization And Ore Depletion Will Hinder Mining Stability
Key Takeaways Decarbonization trends and new steelmaking technologies threaten future iron ore demand, likely leading to persistent revenue and margin pressures despite efficiency efforts. Heavy reliance on a single mine increases operational risk and potential for costly disruptions, while rising regulatory demands further strain profitability and long-term dividend stability.
View narrative
NOK 70.00
FV
2.1% overvalued
intrinsic discount
3.97%
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
about 1 month ago
author updated this narrative
Value any company in seconds
Popular companies