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
GigaCloud Technology
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
E-Commerce And AI Logistics Will Expand Markets Despite Risks
Key Takeaways Expansion in Europe and optimization of acquired brands could set new industry standards, delivering significant revenue and margin growth beyond market expectations. Proprietary technology and investments in AI-driven logistics position the company to capitalize on global e-commerce shifts and supply chain disruptions, driving long-term platform growth.
View narrative
US$44.00
FV
26.7% 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
2
users have followed this narrative
2 days ago
author updated this narrative
Granite Ridge Resources
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Persistent Energy Demand Will Sustain Robust Oil And Gas Markets
Key Takeaways Strategic acquisitions and proprietary partnerships position Granite Ridge for outperformance in production growth, margin expansion, and asset value beyond current expectations. Robust financial flexibility and access to capital support accelerated shareholder returns and enable continued value-accretive growth.
View narrative
US$9.00
FV
41.6% undervalued
intrinsic discount
13.60%
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 days ago
author updated this narrative
Herbalife
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Digital Platforms And Personalized Nutrition Will Expand Wellness Despite Headwinds
Key Takeaways Data-driven distributor strategies and digital platform investments could accelerate global salesforce revitalization, recurring revenue, and margin expansion ahead of expectations. Personalized nutrition launches and digital e-commerce adoption position Herbalife to capture market share and drive durable revenue growth among health-conscious consumers.
View narrative
US$11.00
FV
12.6% undervalued
intrinsic discount
4.77%
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
2 days ago
author updated this narrative
KKR Real Estate Finance Trust
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
Key Takeaways Strategic expansion into new markets and asset classes is poised to elevate KKR's global presence and drive sustained revenue growth. Enhanced portfolio scale and focus on high-demand sectors strengthen KKR's market position, improving both earnings quality and shareholder value.
View narrative
US$13.00
FV
29.0% undervalued
intrinsic discount
44.43%
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 days ago
author updated this narrative
Canadian Solar
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
Global Electrification And Decarbonization Will Ignite US Solar Demand
Key Takeaways US manufacturing expansion and rapid product innovation could significantly boost margins, market share, and premium pricing ahead of competitors. Rising global electricity demand and strategic consolidation position Canadian Solar for sustained growth, stable recurring revenues, and increased operating leverage.
View narrative
US$22.08
FV
43.2% undervalued
intrinsic discount
24.02%
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
2 days ago
author updated this narrative
Fiverr International
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Remote Work And Digital Transformation Will Expand Online Talent Marketplaces
Key Takeaways Early AI integration, rising enterprise clients, and deeper workflow tools could drive higher profitability and revenue growth than currently expected. International expansion and the shift toward remote freelance work position Fiverr for accelerated, diversified user and revenue growth beyond present analyst forecasts.
View narrative
US$42.54
FV
47.4% undervalued
intrinsic discount
12.37%
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
2 days ago
author updated this narrative
Summit Hotel Properties
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Hybrid Work Will Boost Premium Hotel Demand
Key Takeaways Deepening supply-demand imbalance and evolving traveler demographics position the company for superior revenue and margin expansion in core urban and Sun Belt markets. Strategic asset recycling, advanced guest technologies, and disciplined cost controls set the foundation for market outperformance and sustained earnings growth.
View narrative
US$9.00
FV
42.2% undervalued
intrinsic discount
2.28%
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
2 days ago
author updated this narrative
Phibro Animal Health
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Global Protein Demand And Food Safety Will Unlock Opportunities
Key Takeaways Phibro's infrastructure leverage, efficiency initiatives, and proactive portfolio shift have led to sustainable, market-beating margin and earnings growth potential. Rising regulatory, consumer, and protein demand trends fuel durable expansion opportunities for Phibro's animal health and nutrition segments globally.
View narrative
US$35.00
FV
12.4% undervalued
intrinsic discount
8.89%
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 days ago
author updated this narrative
Vimeo
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Agentic AI And Remote Work Will Ignite Video Adoption
Key Takeaways Deep AI integration and revitalized self-serve growth could position Vimeo as an essential platform and long-term leader in the evolving digital video ecosystem. Streamlined operations, industry tailwinds, and strong cash flow offer substantial upside potential through enhanced margins, product innovation, and capital allocation flexibility.
View narrative
US$8.00
FV
50.7% undervalued
intrinsic discount
7.35%
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 days ago
author updated this narrative
Value any company in seconds
Popular companies