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
Audinate Group
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Cloud Solutions And Embedded Software Will Reshape Digital AV Ecosystems
Key Takeaways Accelerating software adoption, SaaS leadership, and network effects position Audinate for dominant market share, recurring revenue, and sustained margin expansion. Strong cash reserves and disciplined M&A enable entry into AI, IoT, and automation, unlocking high-value markets and multi-year above-market growth.
View narrative
AU$17.27
FV
64.9% undervalued
intrinsic discount
22.09%
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
Foraco International
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Population Growth And Energy Transition Will Drive Mineral Drilling
Key Takeaways Tightening resource demand, water scarcity, and onshoring trends favor Foraco's specialized drilling and water segments, powering higher margins and recurring revenue growth beyond consensus. Expansion into deeper drilling, ESG-driven contracts, and emerging regions uniquely positions Foraco for premium pricing, robust cash flows, and improved earnings quality.
View narrative
CA$4.75
FV
60.0% undervalued
intrinsic discount
13.94%
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
Yubico
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digital Transformation And Cybersecurity Threats Will Drive Hardware Adoption
Key Takeaways Rapid enterprise adoption, regulatory drivers, and new tech use cases position Yubico for outsized, sustained revenue growth and market share gains. Transition to subscription models and leadership in hardware-based authentication ensure recurring revenues, margin expansion, and strong pricing power.
View narrative
SEK 240.00
FV
44.1% undervalued
intrinsic discount
21.84%
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
Resolute Mining
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Global Renewable Trends And Automation Will Transform Operations
Key Takeaways Operational efficiency, reserve upgrades, and new project execution could materially enhance margins, revenue, and long-term cash flow versus consensus expectations. Strategic exposure to rising gold prices and low-risk expansion projects supports resilient earnings, downside protection, and potential shareholder capital returns.
View narrative
AU$1.80
FV
60.0% undervalued
intrinsic discount
9.93%
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
Cury Construtora e Incorporadora
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Brazil Urbanization And Digitalization Will Expand Housing Access
Key Takeaways Robust urban demand, disciplined cost control, and digitalization position the company for sustained margin expansion and structurally higher returns on equity. Government policy tailwinds and strategic land acquisitions could unlock significant growth, enabling outperformance amid rising housing affordability and expanding urban markets.
View narrative
R$42.00
FV
23.8% undervalued
intrinsic discount
26.23%
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
Instalco
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Urbanization And Smart Technologies Will Unlock New Opportunities
Key Takeaways Germany's rapid expansion and recent acquisitions signal much stronger future revenue and earnings growth potential than current market expectations reflect. Accelerated focus on technical consulting, automation, and operational excellence is driving margin expansion and positioning Instalco for outsized market share in sustainable building solutions.
View narrative
SEK 50.00
FV
49.0% undervalued
intrinsic discount
7.57%
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
IPH
AN
AnalystHighTarget
Consensus Narrative from 9 Analysts
Global R&D Trends And Asian Demand Will Shape IP Opportunities
Key Takeaways Significant cost synergies, faster-than-expected margin expansion, and digital initiatives position IPH for substantial upside in earnings and operating leverage. Growth in high-value patent activity and recurring revenue streams enhances resilience, competitive positioning, and potential for further transformative acquisitions.
View narrative
AU$8.16
FV
31.4% undervalued
intrinsic discount
6.57%
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
2 days ago
author updated this narrative
SoFi Technologies
AN
AnalystHighTarget
Consensus Narrative from 18 Analysts
Digital Banking And AI Will Transform Tech Ecosystems
Key Takeaways SoFi's innovative tech, AI adoption, and expanding product suite position it to capture outsized market share and drive structurally higher margins in digital finance. Scalable platform partnerships and deep consumer engagement enable robust cross-selling, unlocking high-margin revenue streams and resilience against economic cycles.
View narrative
US$30.00
FV
20.8% undervalued
intrinsic discount
27.24%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
2 days ago
author updated this narrative
Ser Educacional
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Brazil's Digital Evolution And Urbanization Will Unlock Accessible Higher Education
Key Takeaways Strong operational improvements and premium medical course offerings are likely to drive sustained cash flow growth and superior returns beyond analyst expectations. Strategic focus on hybrid education, expanding addressable market, and diversified program investments position Ser Educacional for resilient, long-term top-line and margin outperformance.
View narrative
R$14.00
FV
40.0% undervalued
intrinsic discount
10.77%
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
Value any company in seconds
Popular companies