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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.
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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
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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.
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€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.
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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
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Parade Technologies
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Rising Onshoring Costs Will Erode Semiconductor Margins Despite Advances
Key Takeaways Increased supply chain complexity, shifting manufacturing bases, and geopolitical tensions threaten Parade's margins, revenue stability, and earnings predictability. Market shifts towards integrated solutions and wireless standards, alongside fierce competition, risk making Parade's core products obsolete and compressing profit margins.
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NT$450.00
FV
68.9% overvalued
intrinsic discount
5.69%
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
Johns Lyng Group
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Evolving Weather Trends Will Depress Restoration And Insurance Margins
Key Takeaways Increased climate resilience and evolving construction technologies threaten the company's traditional revenue streams and long-term competitive advantage. Inflation, labor shortages, and stricter regulations are likely to compress margins and undermine sustained profitability.
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AU$2.96
FV
31.6% overvalued
intrinsic discount
6.37%
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
V.S.T. Tillers Tractors
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Shrinking Indian Agriculture And Rising Costs Will Undermine Profits
Key Takeaways Shrinking core market, rising input costs, and more stringent regulations threaten long-term profitability despite ongoing R&D and expansion efforts. Limited presence in higher-horsepower tractors and export volatility increase risks from shifting demand and stiffer competition.
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₹2.45k
FV
104.2% overvalued
intrinsic discount
14.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
author updated this narrative
Austal
AN
AnalystLowTarget
Consensus Narrative from 5 Analysts
Execution Risks And Regulatory Pressures Will Curtail US Defense Contracts
Key Takeaways Expansion into complex manufacturing and green vessels increases execution, compliance, and cost overrun risks, threatening margins and project delivery timelines. Heavy dependence on defense contracts and legacy ship programs exposes the company to concentration risk, revenue instability, and the risk of portfolio obsolescence.
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AU$5.18
FV
30.5% overvalued
intrinsic discount
16.96%
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
3 days ago
author updated this narrative
Echo Investment
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
Overcapacity And Demographic Decline Will Undercut Polish Markets
Key Takeaways Expansion amid shrinking demographics and riskier debt environment could result in oversupply, weak sales, and lasting pressure on margins and earnings. Exposure to office and retail trends, stricter ESG rules, and local market volatility threatens recurring revenues, asset values, and dividend sustainability.
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zł3.10
FV
72.3% overvalued
intrinsic discount
31.86%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
author updated this narrative
Australian Clinical Labs
AN
AnalystLowTarget
Consensus Narrative from 9 Analysts
Regulatory Shifts And Inflation Will Strain Margins With Automation Gains
Key Takeaways Uncertainty in sustainable revenue recovery and exposure to government policy changes present challenges, despite long-term growth trends and innovation in high-value testing. Efficiency gains and new high-margin tests could drive margins, but labor cost pressures and competitive industry shifts may limit overall earnings growth.
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AU$3.15
FV
13.3% undervalued
intrinsic discount
5.68%
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
K+S
AN
AnalystLowTarget
Consensus Narrative from 15 Analysts
EU Rules And Market Overcapacity Will Weaken Prospects Despite Gains
Key Takeaways Regulatory and environmental pressures, along with aging assets, will drive up costs and threaten profitability. Market shifts toward sustainable agriculture and rising global competition risk eroding demand, sales volumes, and pricing power.
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€11.00
FV
18.4% overvalued
intrinsic discount
-0.33%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
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3 days ago
author updated this narrative
Even Construtora e Incorporadora
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Brazil's Crunch Will Hinder Luxury Sales In São Paulo
Key Takeaways Elevated interest rates, weak wage growth, and economic inequality threaten demand and shrink the addressable market, constraining sales and revenue growth potential. Heavy reliance on São Paulo's premium market, rising development costs, and shifts to alternative housing models expose Even to sales, margin, and earnings risks.
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R$6.00
FV
16.3% overvalued
intrinsic discount
7.02%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
author updated this narrative
Green Thumb Industries
AN
AnalystLowTarget
Consensus Narrative from 7 Analysts
Regulatory Uncertainty And Oversupply Will Hamper Progress Yet Spark Resilience
Key Takeaways Regulatory uncertainty and operational constraints may limit revenue growth and profitability despite the company's expansion and innovation in emerging and established markets. Intense competition, price compression, and commoditization threaten margins, long-term pricing power, and the financial benefits of future acquisitions.
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CA$10.88
FV
7.7% overvalued
intrinsic discount
3.28%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
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3 days ago
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