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
SAP
CH
Chester
Community Contributor
SAP's Revenue Will Soar by Over 10% as Profit Margins Improve
Catalysts AI functionality is a new world Assumptions Strong brand can deliver higher revenue growth in heated/inflationary climate While AI investment will be expensive, there will be reasonable increased profit growth with productivity and functionality benefits. Risks Global economic and political climate, along with investment risk in AI, necessitates higher risk level for discount calc.
View narrative
US$262.85
FV
9.3% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
5 months ago
author updated this narrative
Coherus Oncology
NE
neofeudal
Community Contributor
Coherus BioSciences will see 16% revenue growth driving future value
Coherus is a promising company that did a bad borrowing and has more than paid the price. Its convertible bondholders created a short hedge and have inflicted massive damage on the company's SP.
View narrative
US$15.42
FV
94.3% undervalued
intrinsic discount
16.00%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
14
users have followed this narrative
5 months ago
author updated this narrative
STMicroelectronics
MI
Miro
Community Contributor
Vnutorná hodnota
ferová hodnota
View narrative
€24.00
FV
6.6% undervalued
intrinsic discount
8.73%
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
2 months ago
author updated this narrative
BAE Systems
DE
Devonal
Community Contributor
Superb long term hold
Top notch company that is a core holding. May be ups and downs on geopolitical news, but defence will be in the news for years to come.
View narrative
UK£22.00
FV
21.5% undervalued
intrinsic discount
24.05%
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 months ago
author updated this narrative
NVIDIA
SD
SDwatchCrowdStrike
Community Contributor
The defense to stop a hacking offense.
After 41 years in the IT industry I've seen just about everything good and bad. The Good - AI will advance civilization by light years compared to the 1970s when mainframes ruled the computing world one batch process at a time.
View narrative
US$270.43
FV
32.7% undervalued
intrinsic discount
23.18%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
12
users have followed this narrative
10 months ago
author updated this narrative
Sofina Société Anonyme
DI
Didier_Lambert_private_inv
Community Contributor
Long Term Value investment option
Sofina is a long term oriented investment company collaborating amongst other with prestiguous funds like Sequoia. They are value investor but not afraid in taking stakes in innovating technology funds.
View narrative
€280.00
FV
1.7% undervalued
intrinsic discount
10.40%
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
7 months ago
author updated this narrative
Mortgage Advice Bureau (Holdings)
MW
MW2541
Community Contributor
Mortgage Advice Bureau sees revenue surge with 12% growth
In 2024, MAB reported a significant increase in revenue and pre-tax profit, with revenue rising by 11% to around £266m and adjusted pre-tax profit growing by 31% to about £30.5m. The company has set new medium-term targets, including doubling its revenue from 2024 levels, achieving an adjusted pre-tax profit margin above 15%, exceeding 100% cash conversion, and doubling its market share.
View narrative
UK£10.41
FV
21.6% undervalued
intrinsic discount
12.22%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
4
users have followed this narrative
6 months ago
author updated this narrative
Barnes & Noble Education
GO
Gotbahn
Community Contributor
BNC First Day programs
Revenues from BNC First Day programs increased approximately $19.6 million, or 32%, helping to offset much of the decline. In the medium term, BNED believes that there are opportunities to materially improve its working capital position by lowering certain credit reserves, improving inventory turns, and enhancing the Company’s overall capital allocation framework.
View narrative
€32.49
FV
77.5% undervalued
intrinsic discount
24.20%
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
5 months ago
author updated this narrative
Indra Sistemas
A_
A_Stricek
Community Contributor
Indra Sistemas Worth Detailed Observation
Indra Sistemas has a pretty unique advantage—actually, two. Not only is it a specialist in Airspace Defence, but it’s also partially owned by one of its biggest customers: the Spanish Government.
View narrative
€22.04
FV
57.8% overvalued
intrinsic discount
14.57%
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
6 months ago
author updated this narrative
Value any company in seconds
Popular companies