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
Alembic Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Aging Populations And Emerging Markets Will Transform Pharmaceutical Opportunities
Key Takeaways Strong new product launches, pipeline scaling, and strategic focus on complex generics position Alembic for significant outperformance in revenue and earnings. Investments in specialized therapeutics and operational excellence enhance margin expansion and solidify market leadership amid industry consolidation.
View narrative
₹1.34k
FV
28.5% undervalued
intrinsic discount
11.94%
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
New
narrative
Agios Pharmaceuticals
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
Precision Therapies Will Serve Aging Populations While Facing Regulatory Delays
Key Takeaways Accelerated global expansion and rapid market adoption are fueled by strong partnerships, clear patient targeting, and proactive payer and clinician engagement. Multiple near-term clinical advancements and pipeline synergies position Agios for transformative revenue growth and margin improvement, surpassing standard industry progress.
View narrative
US$57.00
FV
35.1% undervalued
intrinsic discount
122.35%
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
PostNL
AN
AnalystHighTarget
Consensus Narrative from 5 Analysts
Digitalization And E-Commerce Will Enable Sustainable Parcel Advances
Key Takeaways Expansion of parcel lockers, digitalization, and automation are expected to significantly enhance margins and earnings resilience by reducing costs and supporting scale. Strong ESG credentials and a shift to an asset-light, cross-border delivery model boost revenue growth prospects and set PostNL apart from slower competitors.
View narrative
€1.20
FV
23.8% undervalued
intrinsic discount
2.19%
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
Vitru Brasil Empreendimentos Participações e Comércio
AN
AnalystHighTarget
Consensus Narrative from 7 Analysts
Digital Brazil Education Will Flourish While Facing Regulatory Hurdles
Key Takeaways Accelerated digital and hybrid education adoption, extensive national reach, and regulatory tailwinds position Vitru for market-leading revenue growth and resilience against cyclical tuition trends. Operational efficiencies, innovative cost control, and platform-driven student retention are set to drive stronger than expected margin expansion and sustained outperformance.
View narrative
R$18.00
FV
45.3% undervalued
intrinsic discount
4.90%
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
Alliance Global Group
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Philippines Urbanization And Tourism Will Drive Mixed-Use Expansion
Key Takeaways Expanding mixed-use developments, strong hospitality and retail occupancy, and digital innovation are expected to drive stable, long-term revenue and margin growth across core businesses. Premiumization, international growth, and diversified product strategies position beverage and leisure segments for robust blended margin gains and resilience against market cycles.
View narrative
₱12.00
FV
39.6% undervalued
intrinsic discount
5.58%
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
Creative Realities
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Digital And Phygital Trends Will Unlock Vast Market Potential
Key Takeaways Rapid expansion of the AdLogic platform and international market entry position the company for strong recurring revenue, margin improvement, and outsized share in retail media. Focus on proprietary technology, turnkey digital solutions, and managed services underpins demand, client retention, and sustained cash flow growth.
View narrative
US$10.00
FV
75.6% 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
0
users have followed this narrative
2 days ago
author updated this narrative
TotalEnergies
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
LNG And Renewables Will Fuel A Robust Global Energy Renaissance
Key Takeaways High-return oil and gas projects, digital optimization, and disciplined portfolio management signal potential for stronger margins and revenue growth than anticipated by the market. Accelerated expansion in renewables and LNG, plus strategic integration of power assets, sets the stage for a more resilient, higher-multiple business model.
View narrative
€76.83
FV
30.4% undervalued
intrinsic discount
4.34%
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
AO World
AN
AnalystHighTarget
Consensus Narrative from 6 Analysts
E-commerce Rise And Smart Home Trends Will Unlock New Potential
Key Takeaways Activation of a customer flywheel and operational efficiencies could drive sustained top-line acceleration and margin expansion beyond current market expectations. Strategic positioning in connected appliances, sustainability, and logistics gives AO World an edge to capture market share and boost long-term earnings resilience.
View narrative
UK£1.50
FV
40.3% undervalued
intrinsic discount
12.39%
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
New
narrative
MPC Münchmeyer Petersen Capital
AN
AnalystHighTarget
Consensus Narrative from 4 Analysts
Renewable Energy And Digitalization Will Unlock New Markets
Key Takeaways Acceleration in management fees and earnings growth is driven by platform scale, synergies, and strategic expansion in maritime and energy transition assets. Rapid inflows into alternative and sustainable assets, along with new digital product launches, are set to boost assets under management and diversify revenue streams.
View narrative
€9.50
FV
49.6% undervalued
intrinsic discount
7.06%
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
2 days ago
author updated this narrative
Value any company in seconds
Popular companies