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
SentinelOne
AN
AnalystLowTarget
Consensus Narrative from 35 Analysts
Mounting Regulatory Costs And Open-Source Competition Will Hurt Cybersecurity Markets
Key Takeaways Rising compliance costs, regulatory hurdles, and industry consolidation threaten SentinelOne's revenue growth, margins, and long-term relevance in the cybersecurity market. Persistent R&D and sales spending, coupled with strong competition and customer budget sensitivity, may undermine profitability and limit operating margin improvement.
View narrative
US$17.00
FV
1.2% undervalued
intrinsic discount
19.17%
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
12 days ago
author updated this narrative
GitLab
AN
AnalystLowTarget
Consensus Narrative from 27 Analysts
Fragmenting DevOps Pipelines Will Undermine Future Profitability
Key Takeaways Proliferation of AI tools, bundled competitor offerings, and architectural trends threaten GitLab's platform relevance, pricing power, and overall market opportunity. Rising regulatory demands and relentless innovation spending increase costs, challenging profitability and long-term earnings growth.
View narrative
US$45.00
FV
1.6% undervalued
intrinsic discount
21.26%
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
12 days ago
author updated this narrative
DATAGROUP
AN
AnalystLowTarget
Consensus Narrative from 4 Analysts
European GDPR Mandates And IT Talent Shortages Will Compress Margins
Key Takeaways Regulatory burdens and talent shortages are driving up costs, eroding margins, and weakening DATAGROUP's scalability and profit outlook. Industry shifts toward automation and consolidation threaten DATAGROUP's core market, shrinking growth prospects and increasing vulnerability to economic downturns.
View narrative
€54.00
FV
8.0% overvalued
intrinsic discount
3.78%
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
12 days ago
author updated this narrative
Bloom Energy
AN
AnalystConsensusTarget
Consensus Narrative from 20 Analysts
Fuel Cell Technology Will Transform On-Site Power Markets
Key Takeaways Growing demand for resilient, onsite power and strong policy support are boosting Bloom's market opportunity, margin outlook, and long-term revenue prospects. Product cost reductions and expansion into recurring service revenues are expected to improve profitability, cash flow stability, and earnings quality.
View narrative
US$34.57
FV
31.0% overvalued
intrinsic discount
19.04%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
32
users have followed this narrative
10 days ago
author updated this narrative
Claritev
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Digital Transformation And AI Adoption Will Drive Global Healthcare Expansion
Key Takeaways Accelerated AI adoption, cloud migration, and automation initiatives enhance product development, operational efficiency, and margin stability, supporting long-term cash flow and reinvestment potential. Expansion into international and emerging markets, along with strong client renewals and strategic partnerships, underpins sustainable revenue growth and broadens Claritev's market reach.
View narrative
US$70.50
FV
1.6% overvalued
intrinsic discount
3.14%
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
Marksans Pharma
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Developed Markets Will Support Affordable Generic Expansion
Key Takeaways Expansion in developed markets and increased production capacity are set to drive sustained revenue growth and improved margins. Strategic shift toward complex, value-added formulations and cost efficiencies will protect profitability amid generic drug price pressures.
View narrative
₹231.67
FV
22.9% undervalued
intrinsic discount
12.02%
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
Gates Industrial
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Future Data Center Cooling And Mobility Will Unlock Global Markets
Key Takeaways Strong demand and innovation in multiple markets, including data centers and personal mobility, are powering revenue growth and margin expansion opportunities. Strategic R&D investment, geographic diversification, and improved balance sheet flexibility support long-term market share gains and enhanced profitability.
View narrative
US$29.20
FV
17.5% undervalued
intrinsic discount
4.06%
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
4 days ago
author updated this narrative
Somnigroup International
AN
AnalystConsensusTarget
Consensus Narrative from 9 Analysts
Mattress Firm Integration Will Power Global Market Expansion
Key Takeaways Integration of recent acquisition and digital strategy are driving cost efficiencies, margin expansion, and improved cash flow. International growth, proprietary technology, and favorable demographics are broadening the revenue base and supporting premium product demand.
View narrative
US$82.67
FV
3.1% undervalued
intrinsic discount
12.47%
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
Federal Signal
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Record Order Intake And Capacity Expansions Will Unlock Opportunity
Key Takeaways Expanded aftermarket and rental offerings, along with efficiency gains and strategic acquisitions, are improving margins and recurring revenue streams. Strong growth in new products and market segments is accelerating sales momentum and supporting sustained long-term earnings expansion.
View narrative
US$132.00
FV
5.7% undervalued
intrinsic discount
9.20%
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
4 days ago
author updated this narrative
Value any company in seconds
Popular companies