Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🌎 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
Addus HomeCare
DA
DanielGC
Community Contributor
Quality at a Premium. A time to watch, not to buy?
Key Takeaways Consistent revenue growth, strong profitability, and a pristine balance sheet position Addus for sustained disciplined acquisitive growth and improved operational efficiency. The company's business model is resilient and defensive against cyclical downturns, making it a safe haven in times of economic uncertainty.
View narrative
US$154.56
FV
29.9% undervalued
intrinsic discount
14.72%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
1
users have commented on this narrative
18
users have followed this narrative
28 days ago
author updated this narrative
Grab Holdings
BL
BlackGoat
Community Contributor
GRAB: The Super-App at the Heart of Southeast Asia’s Digital Boom
Why I Began Following This Company… My interest in Grab begins with the region it calls home. Southeast Asia is entering a transformative decade: young, fast-growing, and increasingly digital.
View narrative
US$8.2
FV
22.9% undervalued
intrinsic discount
21.73%
Revenue growth p.a.
Set Fair Value
18
users have liked this narrative
2
users have commented on this narrative
26
users have followed this narrative
Updated
narrative
Verve Group
ME
MEB
Community Contributor
Verve Group to Surge with 51.61% Revenue Growth
Verve Group faces near-term skepticism following its FY25 Q2 report, which included a downward revision to full-year revenue guidance. But beneath the short-term noise lies a company undergoing a strategic inflection — one that positions it to capture outsized value in the post-cookie, privacy-first advertising economy.
View narrative
€6
FV
64.1% undervalued
intrinsic discount
58.08%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
12
users have followed this narrative
15 days ago
author updated this narrative
All companies
Popular
Undervalued
Overvalued
Load previous narratives
O'Reilly Automotive
WA
WaneInvestmentHouse
Community Contributor
O'Reilly Auto Parts: A Strong Performer with a Shareholder Deficit
O'Reilly Auto Parts (NASDAQ: ORLY) has delivered a commendable performance in the stock market, with a one-month return of 1.81% and a 24.62% appreciation over the past year. The company's market capitalization stands at $78.097 billion, with a current stock price of $1,364.36.
View narrative
US$1.43k
FV
92.6% undervalued
intrinsic discount
5.53%
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
5 months ago
author updated this narrative
Berkshire Hathaway
DA
davidlsander
Community Contributor
Berkshire Hathaway: A Fortress of Financial Strength
Berkshire Hathaway: A Fortress of Financial Strength Berkshire Hathaway, the investment conglomerate led by the legendary Warren Buffett, has long been admired for its disciplined investment strategy, long-term focus, and unwavering commitment to shareholder value. As the company prepares for the eventual transition of leadership to Greg Abel, it's essential to examine its financial strength and prospects for continued success.
View narrative
US$943.79k
FV
22.0% undervalued
intrinsic discount
13.00%
Revenue growth p.a.
Set Fair Value
8
users have liked this narrative
7
users have commented on this narrative
41
users have followed this narrative
11 months ago
author updated this narrative
Monster Beverage
WA
WaneInvestmentHouse
Community Contributor
Monster Beverage: A Leader in the Energy Drink Market
Monster Beverage (NASDAQ: MNST) is a pioneer in the energy drink category, with its Monster Energy brand targeting a young, active demographic. The company has demonstrated strong performance, driven by favorable industry trends and a focus on operational efficiency.
View narrative
US$73.46
FV
9.9% undervalued
intrinsic discount
7.35%
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
5 months ago
author updated this narrative
Eunisell Interlinked
WA
WaneInvestmentHouse
Community Contributor
Eunisell Interlinked Plc: Stellar Q1 2025 Performance
Eunisell Interlinked Plc has delivered an impressive financial performance for the period ended March 31, 2025, with a profit after tax of N319.7 million, representing a 405% increase compared to the same period in the previous year. This remarkable growth is driven by a significant rise in revenue and effective cost management.
View narrative
₦9.16
FV
203.5% overvalued
intrinsic discount
18.50%
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
5 months ago
author updated this narrative
Intuitive Surgical
TO
Tokyo
Community Contributor
From Battle Field to Robotic Surgery
Intuitive Surgical (ISRG) is a pioneer in robotic-assisted surgery, revolutionizing the medical field with its da Vinci surgical system. Founded in 1995, the company has continuously innovated, making minimally invasive surgery more precise and efficient.
View narrative
US$400.91
FV
8.4% overvalued
intrinsic discount
12.02%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
13
users have commented on this narrative
46
users have followed this narrative
5 months ago
author updated this narrative
Okta
TO
Tokyo
Community Contributor
Good foundation, but now it's all about the next steps
<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> Update from 10.03.2025 Now proftiability is no longer ahead, Todd McKinnon reached profitability! In SWS Overview it is staded: "Became profitable this year" Under 2.1 now you can see the break even to $28M.
View narrative
US$147.87
FV
39.2% undervalued
intrinsic discount
18.45%
Revenue growth p.a.
Set Fair Value
11
users have liked this narrative
7
users have commented on this narrative
76
users have followed this narrative
5 months ago
author updated this narrative
First Mining Gold
AG
Agricola
Community Contributor
First Mining Gold's competitive advantages in the mining sector.
First Mining Gold Corp. (TSX:FF) has several advantages over other companies in the gold mining and exploration sector, particularly due to its focus on large-scale, advanced-stage projects in Canada and its strategic business model.
View narrative
CA$5
FV
94.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
4
users have liked this narrative
6
users have commented on this narrative
17
users have followed this narrative
5 months ago
author updated this narrative
MRS Oil Nigeria
WA
WaneInvestmentHouse
Community Contributor
MRS Oil Nigeria Plc: A Challenging Transition
MRS Oil Nigeria Plc has projected a profit after tax of N2.93 billion for the second quarter of 2025, despite its impending delisting from the Nigerian Exchange Limited (NGX). The company's financial forecast reveals a mixed outlook, with concerns remaining about its ability to achieve its financial targets following its transition to the NASD Over-the-Counter (OTC) Securities Exchange.
View narrative
₦189.58
FV
21.1% undervalued
intrinsic discount
10.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
3
users have commented on this narrative
5
users have followed this narrative
5 months ago
author updated this narrative
Cathay Pacific Airways
PI
PittTheYounger
Community Contributor
Cathay Pacific well-placed in growth markets, but at risk from US-China trade war
Update as of 10 April: Both commercially and, according to several industry rankings and customer surveys, in terms of its product, Cathay Pacific is up there with the top carriers in international air travel. Only Singapore Airlines, the region's other leading carrier, matches Cathay's remarkable margins and earnings strength.
View narrative
HK$9.15
FV
15.7% overvalued
intrinsic discount
5.50%
Revenue growth p.a.
Set Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 months ago
author updated this narrative