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
Domain Holdings Australia
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Investments In AI And Platinum Edge Will Drive Future Potential Despite Valuation Concerns
Key Takeaways Strategic investments in technology and AI aim to boost future revenue and operating margins through product innovation and enhanced user engagement. Partnership with Nine and premium product adoption enhance branding and pricing power, supporting stable revenue and earnings growth.
View narrative
AU$4.16
FV
6.2% overvalued
intrinsic discount
6.72%
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
18 days ago
author updated this narrative
IRB-Brasil Resseguros
AN
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
Risk Management And ESG Integration Will Support Stability Amid Revenue Decline
Key Takeaways Advanced risk management and actuarial processes are expected to improve underwriting decisions, enhancing financial stability and net margins. Strategic focus on Non-Life international expansion and improved capital allocation is likely to drive premium growth, profitability, and overall earnings.
View narrative
R$52.57
FV
9.3% undervalued
intrinsic discount
-6.47%
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
Banco BBVA Argentina
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Argentina's Expected 55% GDP Growth Will Open Up Banking Opportunities
Key Takeaways Economic recovery in Argentina and digital shifts enhance BBVA Argentina's revenue and net margins through increased banking demand and operational efficiency. Strategic focus on market share and asset quality, along with treasury management, stabilizes net interest margins and boosts profitability.
View narrative
AR$10.02k
FV
29.9% undervalued
intrinsic discount
18.89%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
10
users have followed this narrative
about 1 month ago
author updated this narrative
EDP
AN
AnalystLowTarget
Consensus Narrative from 21 Analysts
Debt Burden In Brazil And Iberia Will Constrain Renewables Expansion
Key Takeaways Rising investment requirements and regulatory uncertainty put pressure on profitability and risk financial stability through greater debt and unpredictable costs. Shifts in technology, competition, and macroeconomic volatility threaten the long-term value and earnings reliability of EDP's core renewables business.
View narrative
€3.50
FV
8.1% overvalued
intrinsic discount
-2.26%
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
2 months ago
author updated this narrative
Iluka Resources
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Eneabba And Balranald Projects Will Shape Supply Despite Cost Pressures
Key Takeaways Strategic investments in rare earths and zircon projects enhance Iluka's growth prospects amid high demand and supply constraints, boosting revenue potential. Cost optimization and favorable tariff conditions improve Iluka's net margins, increase demand for titanium products, and support financial stability.
View narrative
AU$6.02
FV
7.4% overvalued
intrinsic discount
8.39%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
1
users have commented on this narrative
45
users have followed this narrative
21 days ago
author updated this narrative
boohoo group
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Digital-first Model Will Yield Cost Savings And Streamlined Operations
Key Takeaways The digital marketplace model's expansion and cost-cutting measures enhance future revenue, profitability, and net margins across brands. Leadership changes and strategic initiatives pave the way for market expansion, operational efficiency, and improved shareholder perception.
View narrative
UK£0.25
FV
44.0% undervalued
intrinsic discount
-3.54%
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
17 days ago
author updated this narrative
Weimob
AN
AnalystConsensusTarget
Consensus Narrative from 8 Analysts
AI And Smart Retail Expansion Will Stabilize Future Performance
Key Takeaways Shifting focus to larger customers and AI integration is expected to enhance margins and operational efficiency, stabilizing revenue and boosting profitability. Expanding into new verticals with strategic partnerships aims to diversify revenue streams, strengthen ecosystem integration, and drive long-term growth.
View narrative
HK$2.13
FV
21.1% overvalued
intrinsic discount
15.76%
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
11 days ago
author updated this narrative
Strategic Education
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Best Buy's All-Inclusive Degree Program Will Attract Future Students
Key Takeaways Strong enrollment growth through corporate partnerships and education technology services could drive significant revenue and earnings increases. Robust free cash flow and disciplined cost management support improved net margins and enhance shareholder returns via dividends and share repurchases.
View narrative
US$102.67
FV
23.1% undervalued
intrinsic discount
4.36%
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
21 days ago
author updated this narrative
NZX
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Launch Of 'Dark' Will Drive Future Capital Markets Activity
Key Takeaways Successful integration and organic growth in Smartshares and Wealth Technologies signal potential for improved future revenue streams and net margins. NZX Dark's performance and strategic rollouts could boost trading revenues and enhance net margins, driving overall revenue growth.
View narrative
NZ$1.66
FV
12.0% undervalued
intrinsic discount
6.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
11 days ago
author updated this narrative
Value any company in seconds
Popular companies