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
5309
Balaji Amines
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Chinese Dumping And Cost Spikes Will Erode Margins Despite Expansion
Key Takeaways Persistent competitive pressures, regulatory hurdles, and execution risks threaten revenue growth, asset utilization, and sustained profitability across new and existing product lines. Exposure to volatile input costs and tightening environmental regulations increases margin pressure and raises long-term risks to operating performance and market relevance.
View narrative
₹1.60k
FV
3.1% undervalued
intrinsic discount
19.59%
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
30 days ago
author updated this narrative
Tyson Foods
AN
AnalystLowTarget
Consensus Narrative from 12 Analysts
Mounting Carbon Pricing And Shifting Consumer Tastes Will Erode Margins
Key Takeaways Shifting consumer preferences and sustainability concerns threaten core revenues and erode Tyson's pricing power and brand strength. Regulatory pressures, market volatility, and retailer consolidation increase operational costs and constrain the company's ability to expand margins.
View narrative
US$55.00
FV
3.3% overvalued
intrinsic discount
1.28%
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
30 days ago
author updated this narrative
Premium Brands Holdings
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Consumer Shifts And Rising Costs Will Shrink Food Margins
Key Takeaways Shifting consumer preferences and regulatory pressures threaten core product demand and force increased investment, impacting margins and overall growth potential. Aggressive expansion, rising labor costs, and retailer consolidation amplify operational risks, constraining pricing power and further compressing profit margins.
View narrative
CA$91.00
FV
4.7% overvalued
intrinsic discount
9.50%
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
30 days ago
author updated this narrative
Playtech
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Global Regulations And Margin Erosion Will Hinder Online Gambling
Key Takeaways Intensifying regulation and rising compliance costs in key markets are squeezing margins and increasing revenue volatility, making sustained growth more difficult. Growing operator self-sufficiency and technology demands threaten B2B platform revenue, while shifting from unregulated to regulated markets heightens competition and risks earnings stagnation.
View narrative
UK£3.95
FV
6.7% overvalued
intrinsic discount
0.58%
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
30 days ago
author updated this narrative
3105
WIN Semiconductors
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
Next-Generation Wireless And LEO Satellites Will Expand Global Opportunities
Key Takeaways Diversification into infrastructure, satellite, and AI-driven markets reduces revenue volatility and strengthens gross margins, offsetting declines in legacy smartphone business. Advanced RF technologies and increased outsourcing bolster technological leadership, support higher-margin segments, and position the company for sustained long-term growth.
View narrative
NT$86.57
FV
2.0% overvalued
intrinsic discount
12.14%
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
3 days ago
author updated this narrative
Harmony Gold Mining
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Diversification Into Copper Aims To Mitigate Gold Dependency Despite Market Risks
Key Takeaways Expansion into high-margin assets and copper production aims to diversify revenue and stabilize earnings, reducing dependency on gold prices. Operational efficiencies and strategic capital allocation are expected to enhance free cash flow and improve long-term profitability.
View narrative
R281.43
FV
4.0% undervalued
intrinsic discount
15.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
23
users have followed this narrative
28 days ago
author updated this narrative
doValue
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Focus On Cost Management And Gardant Integration Will Improve Operational Efficiency
Key Takeaways Gardant acquisition and strategic expansion into non-NPL assets drive revenue growth and diversification, enhancing net margins and earnings stability. Strong client trust, operational efficiencies, and a solid capital structure bolster market share, ensuring increased future revenues and financial flexibility.
View narrative
€2.83
FV
4.4% undervalued
intrinsic discount
18.31%
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
3 days ago
author updated this narrative
Star Cement
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
North-East Cement Demand Will Face Challenges And Opportunities
Key Takeaways Geographic concentration and exposure to regional policy or demand shifts heighten earnings volatility and revenue risk for Star Cement. Sustainability pressures, rising competition, and ambitious expansion strategies threaten future margins and put profitability and returns at risk.
View narrative
₹266.55
FV
8.0% overvalued
intrinsic discount
14.29%
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
Updated
narrative
Bank of Ireland Group
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Bank Will Invest In Digital Platforms To Improve Customer Satisfaction And Reduce Costs
Key Takeaways Growth in the Irish economy and strategic market positioning are driving loan, deposit, and AUM growth, supporting revenue and earnings increases. Focus on digital innovation and operational efficiency, alongside capital distribution, emphasizes boosting shareholder value and improving net margins.
View narrative
€13.54
FV
2.8% undervalued
intrinsic discount
3.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
11
users have followed this narrative
3 days ago
author updated this narrative
Value any company in seconds
Popular companies