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
Bloomin' Brands
AN
AnalystConsensusTarget
Consensus Narrative from 12 Analysts
Technology Integration And Remodeling Will Transform Guest Experiences
Key Takeaways Menu optimization and enhanced guest experiences, supported by operational improvements and remodels, are positioned to drive sustainable revenue growth and stronger margins. Technology upgrades and executive changes are streamlining operations, bolstering innovation, and strengthening the company's adaptability to evolving dining trends.
View narrative
US$7.75
FV
9.7% undervalued
intrinsic discount
1.03%
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
4 days ago
author updated this narrative
PetMed Express
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
Cost Cuts And Digital Upgrades Will Strain Future Margins
Key Takeaways Optimism regarding savings from PetCareRx integration could jeopardize future profitability if anticipated savings do not materialize. Investments in digital modernization, marketing, and delivery infrastructure may strain short-term margins but are crucial for long-term growth and consumer engagement.
View narrative
US$3.00
FV
1.3% undervalued
intrinsic discount
-5.02%
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
3 days ago
author updated this narrative
Jindal Saw
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Abu Dhabi And Saudi Facilities Will Unlock Water Opportunity
Key Takeaways Offshore expansion and export market growth position the company for diversified earnings and enhanced revenue stability across key regions. Cost optimization measures and strong infrastructure demand support margin improvement and sustained order inflows in core products.
View narrative
₹324.67
FV
38.7% 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
16
users have followed this narrative
Updated
narrative
Parex Resources
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Colombian Production Will Expand As Gas Monetization Unfolds
Key Takeaways Enhanced efficiency and cost reductions support resilient earnings and margins, strengthening the company's position amid changing oil prices and energy market dynamics. Expansion into new reserves, gas monetization, and a focus on low-emission operations drive growth, revenue diversification, and improved investor appeal.
View narrative
CA$17.00
FV
7.2% undervalued
intrinsic discount
0.61%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
0
users have commented on this narrative
27
users have followed this narrative
3 days ago
author updated this narrative
Enad Global 7
AN
AnalystConsensusTarget
Consensus Narrative from 1 Analyst
New Game Launches From Singularity 6 And Cold Iron Will Strengthen Financial Stability In 2025
Key Takeaways New game launches and cost optimizations are expected to boost EG7's revenue and improve net margins, maintaining profitability at lower revenue levels. EG7's solid live service game foundation and strategic acquisition exploration are anticipated to contribute to stable earnings and accelerated growth.
View narrative
SEK 36.00
FV
69.4% undervalued
intrinsic discount
6.15%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
3 days ago
author updated this narrative
Huntsman
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Global Sustainability Trends Will Advance Specialty Chemicals Demand
Key Takeaways Shift toward specialty chemicals and eco-friendly products is expected to improve margins, strengthen market position, and reduce earnings volatility. Efficiency measures and strategic asset closures are aimed at boosting free cash flow and enhancing profitability as markets recover.
View narrative
US$11.23
FV
10.9% undervalued
intrinsic discount
2.74%
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
3 days ago
author updated this narrative
Hackett Group
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Gen AI And SaaS Licensing Will Unlock Recurring Revenue
Key Takeaways Expanding AI-driven products, partnerships, and recurring revenue streams is set to accelerate growth, enhance margins, and increase pricing power. Investments in proprietary technology, client-focused innovation, and operational efficiency are driving stronger service delivery, larger pipelines, and improved earnings quality.
View narrative
US$28.33
FV
28.5% undervalued
intrinsic discount
2.64%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
17
users have followed this narrative
4 days ago
author updated this narrative
Applied Industrial Technologies
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Hydradyne And IRIS Acquisitions Will Boost Fluid Power Markets
Key Takeaways Strategic acquisitions and improved order trends in the automation sector are expected to drive future revenue growth and earnings. Active M&A and share buybacks, supported by a strong balance sheet, aim to enhance EPS and shareholder value.
View narrative
US$300.83
FV
15.2% undervalued
intrinsic discount
4.94%
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
Updated
narrative
Sight Sciences
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Expanding Healthcare Access And Chronic Eye Disease Trends Will Boost Minimally Invasive Procedures
Key Takeaways Expanding chronic eye disease prevalence and innovation in minimally invasive solutions are driving strong demand, higher utilization, and opportunities for accelerated growth and margin expansion. A large unreached market for dry eye therapy and anticipated regulatory milestones position the company for significant future growth in revenue and market share.
View narrative
US$4.27
FV
1.6% undervalued
intrinsic discount
10.93%
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
Value any company in seconds
Popular companies