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
Arrow Electronics
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Digital Transformation And Electrification Will Expand Secular Markets
Key Takeaways Sustained demand for advanced components and digital transformation is fueling Arrow's growth, expanding its market and boosting operating leverage. Expanded value-added services and scalable digital platforms are increasing recurring revenues, strengthening margins, and deepening customer relationships.
View narrative
US$135.00
FV
11.1% undervalued
intrinsic discount
8.19%
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
20 days ago
author updated this narrative
WEX
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Digital Payments And Global Travel Will Shape Future Progress
Key Takeaways Expansion in digital payments and integrated solutions drives strong demand, recurring partnerships, and lasting revenue growth across travel, fleet, and expense management sectors. Ongoing product innovation and international market growth shift WEX toward higher-margin software revenues, reducing business cyclicality and boosting long-term earnings.
View narrative
US$198.46
FV
15.8% undervalued
intrinsic discount
4.72%
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
20 days ago
author updated this narrative
Middleby
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Automation And Urbanization Will Boost Smart Kitchen Adoption
Key Takeaways Strategic investments in automation and connected kitchen technology are boosting market adoption, revenue growth, and pricing power amid labor shortages and utility cost pressures. Spinning off the food processing business and leveraging U.S. manufacturing will unlock shareholder value, drive margin gains, and enhance competitive positioning.
View narrative
US$205.00
FV
41.5% undervalued
intrinsic discount
3.37%
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
20 days ago
author updated this narrative
AppFolio
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital Transformation And AI Will Reshape Property Management Despite Risks
Key Takeaways Cloud-based, AI-enhanced platform and value-added services drive customer growth, improved efficiency, and recurring revenues in the digital property management sector. Industry consolidation and rising market demand position AppFolio for increased market share and long-term earnings expansion through innovation and strategic partnerships.
View narrative
US$300.00
FV
6.4% undervalued
intrinsic discount
9.22%
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
20 days ago
author updated this narrative
Crocs
AN
AnalystHighTarget
Consensus Narrative from 12 Analysts
Digital And Sustainable Trends Will Shape Casual Wear Despite Challenges
Key Takeaways Expansion into global markets and digital sales channels drives brand growth, diversification, and reduces reliance on wholesale distribution for sustained revenue gains. Operational scalability, product innovation, and strategic focus on personalization support strong margins, brand loyalty, and long-term earnings stability.
View narrative
US$150.00
FV
49.0% undervalued
intrinsic discount
1.99%
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
20 days ago
author updated this narrative
Fluor
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Energy Transition And Infrastructure Modernization Will Forge Growth Amid Risks
Key Takeaways Focus on high-growth sectors and shift to lower-risk contract structures improve margins, backlog visibility, and long-term earnings stability. Enhanced capital allocation, including share buybacks and targeted acquisitions, is set to boost shareholder returns and drive earnings growth.
View narrative
US$60.00
FV
30.6% undervalued
intrinsic discount
9.41%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
20 days ago
author updated this narrative
Crane
AN
AnalystHighTarget
Consensus Narrative from 8 Analysts
Emerging Infrastructure And Automation Will Unlock New Project Opportunities
Key Takeaways Strategic focus on high-growth, technology-driven sectors and digitalization strengthens pricing power, margins, and positions Crane for long-term, stable growth. Portfolio transformation and disciplined investments in R&D and core acquisitions drive profit acceleration and margin expansion in targeted high-return markets.
View narrative
US$228.00
FV
14.8% undervalued
intrinsic discount
13.14%
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
20 days ago
author updated this narrative
MasTec
AN
AnalystHighTarget
Consensus Narrative from 17 Analysts
Renewables And 5G Will Transform Energy And Grid Infrastructure
Key Takeaways Strategic diversification and record backlog across energy, communication, and power infrastructure segments are providing MasTec with strong earnings visibility and potential for sustained outsized growth. Operational improvements, large-scale project execution, and expanding long-term contracts are positioning the company for higher margins and structurally stronger free cash flow.
View narrative
US$214.00
FV
16.3% undervalued
intrinsic discount
11.02%
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
20 days ago
author updated this narrative
Globe Life
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Transformation And Demographic Shifts Will Expand Insurance Markets
Key Takeaways Expansion into underserved markets and digital innovations are driving sales growth, efficiency gains, and a broader customer base. Advanced analytics, disciplined risk management, and share buybacks are strengthening profitability and delivering greater value to shareholders.
View narrative
US$185.35
FV
25.0% undervalued
intrinsic discount
5.77%
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
20 days ago
author updated this narrative
Value any company in seconds
Popular companies